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Starwood Property Trust
STWD

Overview Fund Activity

452 hedge funds and large institutions have $2.82B invested in Starwood Property Trust in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 191 increasing their positions, 107 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
71
Increased
191
Reduced
107
Closed
73
Calls
$62.4M
Puts
$191M
Net Calls
-$128M
Net Calls Change
-$131M

Top Buyers

1
BlackRock
1
BlackRock
New York
$525M
2
State Street
2
State Street
Massachusetts
$156M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$21.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$516M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$3.37M
3
CA
3
CapWealth Advisors
Tennessee
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
CCM
5
Cinctive Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
226
WMG Financial Advisors
Tennessee
$495K +$234K +12,547 +90%
WCM
227
WealthBridge Capital Management
Ohio
$495K -$3.68K -208 -0.7%
API
228
Advisor Partners II
California
$490K +$490K +27,677 New
Cerity Partners
229
Cerity Partners
New York
$487K +$39.8K +2,247 +9%
CG
230
Colony Group
Massachusetts
$487K +$1.13K +64 +0.2%
CIC
231
Carnegie Investment Counsel
Ohio
$485K -$7.08K -400 -1%
SWM
232
Stockman Wealth Management
Montana
$479K -$17.7K -1,000 -4%
PRC
233
Pearl River Capital
Michigan
$478K -$502K -28,378 -51%
RWA
234
Ropes Wealth Advisors
Massachusetts
$468K -$5.52K -312 -1%
VPIM
235
Vanguard Personalized Indexing Management
California
$453K +$200K +11,324 +79%
ICA
236
Infrastructure Capital Advisors
New York
$453K +$194K +10,956 +75%
SG
237
Stonnington Group
California
$452K +$34.6K +2,000 +8%
IMRF
238
Illinois Municipal Retirement Fund
Illinois
$452K – – –
MA
239
Mutual Advisors
Nebraska
$449K +$78.2K +4,423 +21%
SS
240
Sunbelt Securities
Texas
$443K +$443K +25,763 New
GCM
241
Gables Capital Management
Florida
$442K – – –
SOAMC
242
Spirit of America Management Corp
New York
$442K -$127K -7,175 -22%
MPCG
243
Matrix Private Capital Group
New York
$442K – – –
AWM
244
AE Wealth Management
Kansas
$441K -$15.8K -892 -3%
PCM
245
Penserra Capital Management
California
$440K +$82.9K +4,698 +23%
NA
246
NewEdge Advisors
Louisiana
$437K -$22.6K -1,278 -5%
TGAM
247
TBH Global Asset Management
Tennessee
$429K +$429K +24,270 New
WS
248
Wedbush Securities
California
$415K -$7.76K -439 -2%
Fidelity Investments
249
Fidelity Investments
Massachusetts
$410K +$121K +6,868 +42%
LCM
250
LDR Capital Management
New York
$409K – – –
8 9
10
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