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Starwood Property Trust

376 hedge funds and large institutions have $3.95B invested in Starwood Property Trust in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 37

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more call options, than puts

Call options by funds: $7.63M | Put options by funds: $6.01M

23% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 118

7% more funds holding

Funds holding: 350376 (+26)

0.16% less ownership

Funds ownership: 71.07%70.92% (-0.16%)

1% less capital invested

Capital invested by funds: $4.01B → $3.95B (-$59.9M)

Holders
376
Holders Change
+26
Holders Change %
+7.43%
% of All Funds
8.53%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
69
Increased
145
Reduced
118
Closed
37
Calls
$7.63M
Puts
$6.01M
Net Calls
+$1.63M
Net Calls Change
-$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Joel Isaacson & Co
New York
$439K -$12.5K -575 -3%
BWM
227
BigSur Wealth Management
Florida
$437K
KI
228
Koch Industries
Kansas
$436K +$443K +20,439 New
SWP
229
Stratos Wealth Partners
Ohio
$435K +$5.63K +260 +1%
FIM
230
Freedom Investment Management
Connecticut
$428K +$96.9K +4,471 +29%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$422K +$7.8K +360 +2%
FRM
232
Fox Run Management
Connecticut
$419K +$425K +19,618 New
HSBC Holdings
233
HSBC Holdings
United Kingdom
$410K +$107K +4,957 +35%
OMC
234
Overbrook Management Corp
New York
$407K -$5.53K -255 -1%
FMWA
235
Forvis Mazars Wealth Advisors
Missouri
$397K +$66.8K +3,083 +20%
MML Investors Services
236
MML Investors Services
Massachusetts
$392K +$42.3K +1,953 +12%
RBA
237
Richard Bernstein Advisors
New York
$391K +$397K +18,317 New
PFPT
238
Pinnacle Financial Partners (Tennessee)
Tennessee
$391K +$397K +18,323 New
PFC
239
Phocas Financial Corp
California
$382K
SI
240
Stephens Inc
Arkansas
$379K +$103K +4,742 +37%
MAM
241
Mastrapasqua Asset Management
Tennessee
$376K +$12.6K +580 +3%
BF
242
BOK Financial
Oklahoma
$364K +$28.6K +1,318 +8%
MHS
243
M Holdings Securities
Oregon
$362K +$368K +16,969 New
ASN
244
Advisory Services Network
Georgia
$354K -$1.91K -88 -0.5%
HI
245
HBK Investments
Texas
$341K -$1.21M -55,851 -78%
KWA
246
KCS Wealth Advisory
California
$326K +$331K +15,287 New
RFC
247
Regions Financial Corp
Alabama
$316K +$41.8K +1,928 +15%
RG
248
Rathbones Group
United Kingdom
$315K +$24.5K +1,130 +8%
PP
249
Paloma Partners
Connecticut
$306K +$311K +14,335 New
PAM
250
Panagora Asset Management
Massachusetts
$305K

STWD Hedge Fund Activity: Q4 2017 in Review

376 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2017, worth a combined $3.95B — down 1.5% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new STWD positions and 37 closed out — a net gain of 32 holders — while 145 added to existing stakes and 118 trimmed.

The largest buyer was UBS Group, adding an estimated $24.8M. The largest seller was Nan Shan Life Insurance, cutting an estimated $37.2M.

  • 376 institutional investors held Starwood Property Trust (STWD) as of Q4 2017, up from 350 in Q3 2017.
  • Funds reported $3.95B of Starwood Property Trust stock for Q4 2017, down 1.5% quarter-over-quarter.
  • 69 funds opened new Starwood Property Trust positions in Q4 2017 and 37 closed out, a net change of +32 holders.
  • The largest Starwood Property Trust buyer in Q4 2017 was UBS Group, an estimated $24.8M added.
  • The largest Starwood Property Trust seller in Q4 2017 was Nan Shan Life Insurance, an estimated $37.2M sold.

Based on aggregated 13F filings for Q4 2017.