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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
WS
251
Wedbush Securities
California
$417K -$98.9K -4,879 -18%
TL
252
Tradewinds LLC
North Carolina
$413K +$433K +21,367 New
MML Investors Services
253
MML Investors Services
Massachusetts
$409K -$78.3K -3,863 -15%
WC
254
Weil Company
California
$406K -$300K -14,773 -41%
AWM
255
AE Wealth Management
Kansas
$406K -$19.3K -950 -4%
BNP Paribas Financial Markets
256
BNP Paribas Financial Markets
France
$404K -$373K -18,371 -47%
SAM
257
Shell Asset Management
Netherlands
$403K -$10.8K -531 -2%
AQR Capital Management
258
AQR Capital Management
Connecticut
$397K +$80.5K +3,972 +24%
GRP
259
Global Retirement Partners
California
$397K +$264 +13 +0.1%
JWM
260
Jeppson Wealth Management
California
$393K +$46.3K +2,285 +13%
SWM
261
Stockman Wealth Management
Montana
$393K -$60.8K -3,000 -13%
GF
262
Gabelli Funds
New York
$387K -$13.2K -650 -3%
USAA
263
United Services Automobile Association
Texas
$383K +$50.8K +2,506 +15%
AA
264
ALPS Advisors
Colorado
$381K -$4.18K -206 -1%
LC
265
Lindbrook Capital
California
$380K +$1.66K +82 +0.4%
BPA
266
Beacon Pointe Advisors
California
$378K +$41.1K +2,028 +12%
RJT
267
Raymond James Trust
Florida
$370K +$30.8K +1,518 +9%
LSA
268
Leonteq Securities AG
Switzerland
$370K +$44.7K +2,206 +13%
SW
269
SVB Wealth
Massachusetts
$369K -$18.7K -923 -5%
Nomura Asset Management
270
Nomura Asset Management
Japan
$360K -$48.7K -2,400 -11%
Holocene Advisors
271
Holocene Advisors
New York
$351K -$3.32M -163,545 -90%
AAS
272
Ameritas Advisory Services
Nebraska
$351K +$25.1K +1,237 +7%
NA
273
NewEdge Advisors
Louisiana
$342K -$19.5K -964 -5%
AWA
274
Acorn Wealth Advisors
Michigan
$340K +$2.21K +109 +0.6%
M&T Bank
275
M&T Bank
New York
$325K +$14.4K +712 +4%

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.