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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
BPA
276
Beacon Pointe Advisors
California
$394K -$15.6K -792 -4%
TI
277
Tidal Investments
Wisconsin
$393K +$134K +6,827 +57%
AA
278
ALPS Advisors
Colorado
$389K -$23.1K -1,177 -6%
Deutsche Bank
279
Deutsche Bank
Germany
$378K +$38.8K +1,974 +12%
Nomura Asset Management
280
Nomura Asset Management
Japan
$372K -$17.7K -900 -5%
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$370K -$937K -47,698 -73%
AWA
282
Acorn Wealth Advisors
Michigan
$367K -$2.04K -104 -0.6%
HWAM
283
Hennion & Walsh Asset Management
New Jersey
$366K +$342K +17,420 New
STA
284
Summit Trail Advisors
New York
$357K +$4.16K +212 +1%
Millennium Management
285
Millennium Management
New York
$351K -$34M -1,731,626 -99%
FWP
286
Firethorn Wealth Partners
Georgia
$350K +$3.26K +166 +1%
FG
287
Fiduciary Group
Georgia
$347K -$3.93K -200 -1%
Jennison Associates
288
Jennison Associates
New York
$337K +$4.2K +214 +1%
SAM
289
Shell Asset Management
Netherlands
$336K -$95K -4,838 -23%
MWM
290
Meridian Wealth Management
Kentucky
$329K
ProShare Advisors
291
ProShare Advisors
Maryland
$329K -$7.76K -395 -2%
NA
292
NewEdge Advisors
Louisiana
$328K -$35.7K -1,816 -10%
FAIM
293
Financial Advocates Investment Management
Washington
$325K +$18.7K +954 +7%
SIA
294
Schechter Investment Advisors
Michigan
$318K +$7.19K +366 +2%
SOAMC
295
Spirit of America Management Corp
New York
$315K
LSA
296
Leonteq Securities AG
Switzerland
$313K -$83.1K -4,233 -22%
BAM
297
Belpointe Asset Management
Nevada
$312K -$5.75K -293 -2%
PVI
298
Pine Valley Investments
New Jersey
$311K +$290K +14,776 New
HVP
299
Hudson Value Partners
Florida
$310K
PIA
300
Pinion Investment Advisors
Kansas
$294K +$15.1K +768 +6%

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.