Starwood Waypoint Homes
SFR
SFR was delisted on the 15th of November, 2017.
198 hedge funds and large institutions have $4.54B invested in Starwood Waypoint Homes in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 116 increasing their positions, 36 reducing their positions, and 25 closing their positions.
222% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 36
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
30% more capital invested
Capital invested by funds: $3.51B → $4.54B (+$1.03B)
2% less funds holding
Funds holding: 202 → 198 (-4)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$283M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$147M |
| 3 |
Janus Henderson Group
London,
|
+$132M |
| 4 |
BlackRock
New York
|
+$109M |
| 5 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$78.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$107M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$41.8M |
| 3 |
O
OppenheimerFunds
New York
|
-$41M |
| 4 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$29.4M |
| 5 |
Morgan Stanley
New York
|
-$21.5M |
SFR Hedge Fund Activity: Q2 2017 in Review
198 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Starwood Waypoint Homes (SFR) for Q2 2017, worth a combined $4.54B — up 30% from $3.51B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SFR and 22 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 116 added.
The largest buyer was Zimmer Partners, adding an estimated $283M. The largest seller was CBRE Investment Management Listed Real Assets, exiting entirely with an estimated $107M sold.
- 198 institutional investors held Starwood Waypoint Homes (SFR) as of Q2 2017, down from 202 in Q1 2017.
- Funds reported $4.54B of Starwood Waypoint Homes stock for Q2 2017, up 30% quarter-over-quarter.
- 22 funds opened new Starwood Waypoint Homes positions in Q2 2017 and 25 closed out, a net change of -3 holders.
- The largest Starwood Waypoint Homes buyer in Q2 2017 was Zimmer Partners, an estimated $283M added.
- The largest Starwood Waypoint Homes seller in Q2 2017 was CBRE Investment Management Listed Real Assets, an estimated $107M sold.
Based on aggregated 13F filings for Q2 2017.