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Starwood Property Trust

483 hedge funds and large institutions have $3.43B invested in Starwood Property Trust in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

25% more call options, than puts

Call options by funds: $119M | Put options by funds: $95.1M

17% more capital invested

Capital invested by funds: $2.94B → $3.43B (+$493M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 150

7% more funds holding

Funds holding: 452483 (+31)

3.56% more ownership

Funds ownership: 48.51%52.08% (+3.6%)

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
7.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
86
Increased
169
Reduced
150
Closed
45
Calls
$119M
Puts
$95.1M
Net Calls
+$24.1M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
226
AM Investment Strategies
Tennessee
$653K +$610K +31,056 New
PA
227
Parallel Advisors
California
$649K +$90.1K +4,587 +17%
SWP
228
Stratos Wealth Partners
Ohio
$648K +$62.3K +3,173 +11%
PVM
229
Palogic Value Management
Texas
$644K +$27.8K +1,418 +5%
B
230
Bailard
California
$635K +$593K +30,200 New
IAS
231
Insigneo Advisory Services
Florida
$632K +$80.1K +4,077 +16%
RCG
232
Resource Consulting Group
Florida
$628K
EW
233
Element Wealth
Mississippi
$626K -$73.9K -3,761 -11%
MA
234
MCF Advisors
Kentucky
$620K +$524K +26,680 +1,234%
BO
235
Bank OZK
Arkansas
$603K
Toronto Dominion Bank
236
Toronto Dominion Bank
Ontario, Canada
$596K -$82.3K -4,191 -13%
RSC
237
Red Spruce Capital
Pennsylvania
$595K -$44.5K -2,268 -7%
GCM
238
Gables Capital Management
Florida
$583K +$33.4K +1,700 +7%
MA
239
Mutual Advisors
Nebraska
$582K +$2.95K +150 +0.5%
TRCT
240
Tower Research Capital (TRC)
New York
$577K -$14.4K -735 -3%
SRAM
241
Spouting Rock Asset Management
Pennsylvania
$576K +$539K +27,425 New
Focus Partners Wealth
242
Focus Partners Wealth
Massachusetts
$569K +$532K +27,078 New
RDWM
243
Red Door Wealth Management
Tennessee
$568K -$3.28K -167 -0.6%
RJT
244
Raymond James Trust
Florida
$555K +$142K +7,256 +38%
LWL
245
Leo Wealth LLC
Texas
$546K +$510K +25,995 New
KA
246
Kovack Advisors
Florida
$545K -$2.79K -142 -0.5%
VPIM
247
Vanguard Personalized Indexing Management
California
$542K -$348K -17,732 -41%
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$538K -$160K -8,161 -24%
Cerity Partners
249
Cerity Partners
New York
$535K +$500K +25,469 New
SAM
250
Securian Asset Management
Minnesota
$527K -$1.96K -100 -0.4%

STWD Hedge Fund Activity: Q4 2023 in Review

483 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2023, worth a combined $3.43B — up 17% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new STWD positions and 45 closed out — a net gain of 41 holders — while 169 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Millennium Management, cutting an estimated $34M.

  • 483 institutional investors held Starwood Property Trust (STWD) as of Q4 2023, up from 452 in Q3 2023.
  • Funds reported $3.43B of Starwood Property Trust stock for Q4 2023, up 17% quarter-over-quarter.
  • 86 funds opened new Starwood Property Trust positions in Q4 2023 and 45 closed out, a net change of +41 holders.
  • The largest Starwood Property Trust buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Starwood Property Trust seller in Q4 2023 was Millennium Management, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2023.