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Starwood Property Trust

452 hedge funds and large institutions have $2.94B invested in Starwood Property Trust in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $108M | Put options by funds: $81.3M

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0% less funds holding

Funds holding: 453452 (-1)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$114M)

1.87% less ownership

Funds ownership: 50.39%48.51% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 168

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
43
Increased
138
Reduced
168
Closed
39
Calls
$108M
Puts
$81.3M
Net Calls
+$26.3M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$545K -$17.5K -865 -3%
CIC
227
Carnegie Investment Counsel
Ohio
$543K
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$543K -$21.7K -1,068 -4%
SWP
229
Stratos Wealth Partners
Ohio
$535K +$240K +11,816 +75%
MA
230
Mutual Advisors
Nebraska
$533K -$17.3K -853 -3%
CG
231
Colony Group
Massachusetts
$529K -$2.47K -122 -0.4%
RDWM
232
Red Door Wealth Management
Tennessee
$526K +$119K +5,870 +28%
PA
233
Parallel Advisors
California
$508K +$145K +7,131 +37%
CCIA
234
Campbell & Co Investment Adviser
Maryland
$506K +$530K +26,161 New
KA
235
Kovack Advisors
Florida
$505K -$214K -10,548 -29%
IAS
236
Insigneo Advisory Services
Florida
$504K +$92.2K +4,545 +22%
GCM
237
Gables Capital Management
Florida
$504K -$4.06K -200 -0.8%
WFA
238
WMG Financial Advisors
Tennessee
$497K -$98.2K -4,842 -16%
DC
239
Davenport & Co
Virginia
$495K -$120K -5,900 -19%
SAM
240
Securian Asset Management
Minnesota
$487K -$53.4K -2,635 -9%
Pacer Advisors
241
Pacer Advisors
Pennsylvania
$482K -$915K -45,120 -64%
PFPT
242
Pinnacle Financial Partners (Tennessee)
Tennessee
$481K -$73.9K -3,643 -13%
1IA
243
1834 Investment Advisors
Wisconsin
$473K -$24.9K -1,227 -5%
SCM
244
Stevens Capital Management
Pennsylvania
$461K +$483K +23,800 New
TGAM
245
TBH Global Asset Management
Tennessee
$454K
FFG
246
Fortem Financial Group
California
$452K +$61.1K +3,011 +15%
RG
247
Rathbones Group
United Kingdom
$430K +$23.8K +1,175 +6%
FFN
248
Focus Financial Network
Minnesota
$430K +$1.52K +75 +0.3%
MWA
249
Meridian Wealth Advisors
Texas
$424K +$51.2K +2,524 +13%
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$420K

STWD Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2023, worth a combined $2.94B — down 3.7% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new STWD positions and 39 closed out — a net gain of 4 holders — while 138 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $27.4M. The largest seller was Jane Street, cutting an estimated $23.4M.

  • 452 institutional investors held Starwood Property Trust (STWD) as of Q3 2023, down from 453 in Q2 2023.
  • Funds reported $2.94B of Starwood Property Trust stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 43 funds opened new Starwood Property Trust positions in Q3 2023 and 39 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $27.4M added.
  • The largest Starwood Property Trust seller in Q3 2023 was Jane Street, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2023.