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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
NCM
251
Northside Capital Management
Oregon
$303K
FCAG
252
First Capital Advisors Group
New Jersey
$302K -$36.9K -1,701 -11%
ZIC
253
ZWJ Investment Counsel
Georgia
$298K -$39K -1,800 -11%
GT
254
Greenleaf Trust
Michigan
$297K +$301K +13,911 New
AW
255
ACG Wealth
Georgia
$295K
SWM
256
Stockman Wealth Management
Montana
$289K +$293K +13,525 New
LSAG
257
Lake Street Advisors Group
New Hampshire
$288K +$293K +13,501 New
BAM
258
Belpointe Asset Management
Nevada
$286K -$76.6K -3,534 -21%
PP
259
Prudential plc
United Kingdom
$280K -$199K -9,200 -41%
XK
260
Xact Kapitalforvaltning
Sweden
$277K +$282K +12,997 New
WAM
261
World Asset Management
Michigan
$275K -$6.48K -299 -2%
UCFA
262
United Capital Financial Advisors
Texas
$275K -$4.07K -188 -1%
Zurich Cantonal Bank
263
Zurich Cantonal Bank
Switzerland
$273K +$103K +4,767 +59%
CAN
264
Cetera Advisor Networks
California
$271K -$18.1K -835 -6%
WEC
265
Winslow Evans & Crocker
Massachusetts
$270K -$22.2K -1,026 -8%
Manulife (Manufacturers Life Insurance)
266
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267K -$9.82K -453 -3%
PCM
267
PenderFund Capital Management
British Columbia, Canada
$267K +$276K +12,750 New
MCP
268
Mirador Capital Partners
California
$261K +$12.3K +569 +5%
PSF
269
Pacific Sun Financial
California
$261K +$265K +12,216 New
Toronto Dominion Bank
270
Toronto Dominion Bank
Ontario, Canada
$260K -$20.4M -941,785 -99%
CAN
271
Claraphi Advisory Network
United States
$258K +$262K +12,094 New
CC
272
Courier Capital
New York
$249K
PHS
273
Pekin Hardy Strauss
Illinois
$248K +$252K +11,625 New
VIA
274
Vident Investment Advisory
Georgia
$247K +$251K +11,567 New
CSIC
275
Clifford Swan Investment Counsel
California
$245K

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.