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Starwood Property Trust

425 hedge funds and large institutions have $3.21B invested in Starwood Property Trust in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 160 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $29.6M

44% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 111

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 416425 (+9)

1.76% less ownership

Funds ownership: 47.47%45.71% (-1.8%)

10% less capital invested

Capital invested by funds: $3.57B → $3.21B (-$356M)

Holders
425
Holders Change
+9
Holders Change %
+2.16%
% of All Funds
7.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
47
Increased
160
Reduced
111
Closed
33
Calls
$81.7M
Puts
$29.6M
Net Calls
+$52.1M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
276
Icon Wealth Partners
Texas
$332K
IWC
277
Integrated Wealth Concepts
Massachusetts
$326K
SWM
278
Spire Wealth Management
Virginia
$319K +$151K +5,890 +82%
BFS
279
Bradley Foster & Sargent
Connecticut
$318K +$13K +508 +4%
GRP
280
Global Retirement Partners
California
$317K
SAM
281
Shikiar Asset Management
New York
$308K
IA
282
Inspire Advisors
Idaho
$301K +$315K +12,334 New
Cerity Partners
283
Cerity Partners
New York
$300K +$3.22K +126 +1%
LGA
284
Lebenthal Global Advisors
New York
$299K +$6.88K +269 +2%
VRS
285
Virginia Retirement Systems
Virginia
$298K -$58.8K -2,300 -16%
TF
286
TIAA FSB
Florida
$298K +$30.7K +1,200 +11%
CSIC
287
Clifford Swan Investment Counsel
California
$297K
GSEP
288
Golden State Equity Partners
California
$297K +$128 +5 +0%
SPC
289
Sigma Planning Corp
Michigan
$295K +$21K +821 +7%
CAAS
290
Capital Asset Advisory Services
Michigan
$294K -$4.6K -180 -1%
BEI
291
Benjamin Edwards Inc
Missouri
$294K +$6.32K +247 +2%
RJT
292
Raymond James Trust
Florida
$293K
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$285K +$34K +1,331 +13%
NFSG
294
Newbridge Financial Services Group
Florida
$284K -$12.5K -490 -4%
EM
295
ELCO Management
New York
$282K
MWM
296
Minot Wealth Management
Massachusetts
$282K +$76.7K +3,000 +35%
MCM
297
MAI Capital Management
Ohio
$280K -$24.5K -956 -8%
SMF
298
Sterling Manor Financial
New York
$276K -$72.9K -2,850 -20%
AWM
299
Apollon Wealth Management
South Carolina
$276K +$289K +11,297 New
SBIA
300
Sheaff Brock Investment Advisors
Indiana
$275K +$19.2K +750 +7%

STWD Hedge Fund Activity: Q3 2021 in Review

425 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2021, worth a combined $3.21B — down 10% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new STWD positions and 33 closed out — a net gain of 14 holders — while 160 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $9.98M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $30M sold.

  • 425 institutional investors held Starwood Property Trust (STWD) as of Q3 2021, up from 416 in Q2 2021.
  • Funds reported $3.21B of Starwood Property Trust stock for Q3 2021, down 10% quarter-over-quarter.
  • 47 funds opened new Starwood Property Trust positions in Q3 2021 and 33 closed out, a net change of +14 holders.
  • The largest Starwood Property Trust buyer in Q3 2021 was JP Morgan Private Wealth Advisors, an estimated $9.98M added.
  • The largest Starwood Property Trust seller in Q3 2021 was Massachusetts Financial Services, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2021.