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Starwood Property Trust
STWD

Overview Fund Activity

452 hedge funds and large institutions have $2.82B invested in Starwood Property Trust in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 191 increasing their positions, 107 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
71
Increased
191
Reduced
107
Closed
73
Calls
$62.4M
Puts
$191M
Net Calls
-$128M
Net Calls Change
-$131M

Top Buyers

1
BlackRock
1
BlackRock
New York
$525M
2
State Street
2
State Street
Massachusetts
$156M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$21.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$516M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$3.37M
3
CA
3
CapWealth Advisors
Tennessee
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
CCM
5
Cinctive Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
276
M&T Bank
New York
$322K -$113K -6,377 -26%
EI
277
Ethic Inc
New York
$317K +$26K +1,470 +9%
FFG
278
Fortem Financial Group
California
$316K +$37K +2,090 +13%
JIC
279
Joel Isaacson & Co
New York
$310K -$172K -9,716 -36%
AAS
280
Ameritas Advisory Services
Nebraska
$309K -$133K -7,514 -30%
AWA
281
Acorn Wealth Advisors
Michigan
$304K +$13K +734 +4%
IWP
282
Icon Wealth Partners
Texas
$302K +$302K +17,100 New
CT
283
Clearstead Trust
Maine
$301K – – –
ECM
284
Evergreen Capital Management
Washington
$299K +$299K +16,444 New
STA
285
Summit Trail Advisors
New York
$287K -$7.85K -432 -3%
FWP
286
Firethorn Wealth Partners
Georgia
$285K -$11.8K -674 -4%
XT
287
XTX Topco
Cayman Islands
$284K -$62K -3,502 -18%
FG
288
Fiduciary Group
Georgia
$280K +$97.5K +5,509 +53%
JWM
289
Jeppson Wealth Management
California
$276K -$51.6K -2,915 -16%
DEA
290
DoubleLine ETF Adviser
Florida
$275K +$33K +1,864 +14%
SCM
291
Shelton Capital Management
Colorado
$275K +$275K +15,552 New
BHPW
292
Beverly Hills Private Wealth
California
$274K +$55.2K +3,121 +25%
HVP
293
Hudson Value Partners
Florida
$268K – – –
IAS
294
Insigneo Advisory Services
Florida
$265K +$47.8K +2,700 +22%
AT
295
Arden Trust
Delaware
$264K +$264K +14,883 New
NFSG
296
Newbridge Financial Services Group
Florida
$262K +$3.77K +213 +1%
SWP
297
Stratos Wealth Partners
Ohio
$261K -$111K -6,289 -30%
PTC
298
Private Trust Company
Ohio
$261K +$21.9K +1,236 +9%
MA
299
MAS Advisors
Florida
$256K -$13.9K -788 -5%
BFM
300
Boothbay Fund Management
New York
$253K +$253K +14,318 New
10 11
12
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