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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
DC
251
Davenport & Co
Virginia
$526K -$10.8K -550 -2%
JWM
252
JFG Wealth Management
Colorado
$526K +$491K +25,004 New
CIC
253
Carnegie Investment Counsel
Ohio
$516K -$68.7K -3,500 -12%
1IA
254
1834 Investment Advisors
Wisconsin
$508K -$5.67K -289 -1%
FFG
255
Fortem Financial Group
California
$495K +$4.01K +204 +0.9%
PFPT
256
Pinnacle Financial Partners (Tennessee)
Tennessee
$479K -$40.8K -2,079 -8%
RG
257
Rathbones Group
United Kingdom
$468K
WFA
258
WMG Financial Advisors
Tennessee
$466K -$68.5K -3,486 -14%
PCM
259
PenderFund Capital Management
British Columbia, Canada
$465K -$289K -14,700 -47%
USAA
260
United Services Automobile Association
Texas
$463K +$44.5K +2,264 +11%
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$456K
AWM
262
AE Wealth Management
Kansas
$454K +$14.7K +750 +4%
MML Investors Services
263
MML Investors Services
Massachusetts
$452K +$7.13K +363 +2%
TGAM
264
TBH Global Asset Management
Tennessee
$448K -$41.7K -2,126 -9%
PCIA
265
Prime Capital Investment Advisors
Kansas
$444K +$114K +5,815 +38%
JWM
266
Jeppson Wealth Management
California
$443K +$14.8K +753 +4%
MWA
267
Meridian Wealth Advisors
Texas
$439K -$20.1K -1,024 -5%
DEA
268
DoubleLine ETF Adviser
Florida
$430K +$402K +20,472 New
SWM
269
Stockman Wealth Management
Montana
$427K
GF
270
Gabelli Funds
New York
$420K
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$415K -$163K -8,302 -30%
LC
272
Lindbrook Capital
California
$412K -$1.41K -72 -0.4%
WS
273
Wedbush Securities
California
$411K -$39.5K -2,013 -9%
Natixis Advisors
274
Natixis Advisors
Massachusetts
$403K +$377K +19,178 New
NP
275
NorthRock Partners
Minnesota
$394K +$109K +5,564 +44%

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.