Starwood Waypoint Homes
SFR
SFR was delisted on the 15th of November, 2017.
202 hedge funds and large institutions have $3.51B invested in Starwood Waypoint Homes in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 39 reducing their positions, and 23 closing their positions.
1,355% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $883K
146% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 39
90% more capital invested
Capital invested by funds: $1.84B → $3.51B (+$1.66B)
87% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 23
6% more funds holding
Funds holding: 191 → 202 (+11)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$215M |
| 2 |
Cohen & Steers
New York
|
+$155M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$148M |
| 4 |
Bank of New York Mellon
New York
|
+$118M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$99.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$40.3M |
| 2 |
WCP
Waterfront Capital Partners
New York
|
-$15.1M |
| 3 |
IRF
IBM Retirement Fund
Armonk,
New York
|
-$14.5M |
| 4 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$10.1M |
| 5 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$4.4M |
SFR Hedge Fund Activity: Q1 2017 in Review
202 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Starwood Waypoint Homes (SFR) for Q1 2017, worth a combined $3.51B — up 90% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SFR positions and 23 closed out — a net gain of 20 holders — while 96 added to existing stakes and 39 trimmed.
The largest buyer was BlackRock, adding an estimated $215M. The largest seller was Capital Growth Management, exiting entirely with an estimated $40.3M sold.
- 202 institutional investors held Starwood Waypoint Homes (SFR) as of Q1 2017, up from 191 in Q4 2016.
- Funds reported $3.51B of Starwood Waypoint Homes stock for Q1 2017, up 90% quarter-over-quarter.
- 43 funds opened new Starwood Waypoint Homes positions in Q1 2017 and 23 closed out, a net change of +20 holders.
- The largest Starwood Waypoint Homes buyer in Q1 2017 was BlackRock, an estimated $215M added.
- The largest Starwood Waypoint Homes seller in Q1 2017 was Capital Growth Management, an estimated $40.3M sold.
Based on aggregated 13F filings for Q1 2017.