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Starwood Property Trust

376 hedge funds and large institutions have $3.95B invested in Starwood Property Trust in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 37

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more call options, than puts

Call options by funds: $7.63M | Put options by funds: $6.01M

23% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 118

7% more funds holding

Funds holding: 350376 (+26)

0.16% less ownership

Funds ownership: 71.07%70.92% (-0.16%)

1% less capital invested

Capital invested by funds: $4.01B → $3.95B (-$59.9M)

Holders
376
Holders Change
+26
Holders Change %
+7.43%
% of All Funds
8.53%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
69
Increased
145
Reduced
118
Closed
37
Calls
$7.63M
Puts
$6.01M
Net Calls
+$1.63M
Net Calls Change
-$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
301
Grove Bank & Trust
Florida
$158K -$24.7K -1,140 -13%
MLICM
302
Metropolitan Life Insurance Company (MetLife)
New York
$157K -$5.98K -276 -4%
IA
303
IFP Advisors
Florida
$154K -$55.4K -2,558 -26%
AIL
304
AGF Investments LLC
Ontario, Canada
$139K -$17.2K -792 -11%
IWM
305
IHT Wealth Management
Illinois
$126K +$33.1K +1,527 +34%
AssetMark Inc
306
AssetMark Inc
California
$114K +$94.9K +4,378 +465%
AIG
307
American International Group
New York
$114K +$116K +5,334 New
PA
308
Parallel Advisors
California
$95K +$21.2K +980 +28%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$94K +$1.78K +82 +2%
GRP
310
Global Retirement Partners
California
$89K +$1.93K +89 +2%
BAM
311
Barrett Asset Management
New York
$69K -$11.9K -550 -14%
GWM
312
Geneos Wealth Management
Colorado
$66K +$1.63K +75 +2%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$64K +$43.3K +2,000 +200%
KJWM
314
Kiley Juergens Wealth Management
Washington
$59K +$60.7K +2,800 New
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$28.5K +1,317 +107%
AWMS
316
Advocacy Wealth Management Services
Georgia
$53K -$54.2K -2,500 -50%
Simplex Trading
317
Simplex Trading
Illinois
$52K +$53.3K +2,461 New
FGC
318
Financial Gravity Companies
Texas
$45K +$48.3K +2,231 New
AA
319
AlphaMark Advisors
Kentucky
$43K +$43.3K +2,000 New
Victory Capital Management
320
Victory Capital Management
Texas
$43K +$43.7K +2,015 New
WOC
321
West Oak Capital
California
$40.9K +$41.5K +1,914 New
PFBT
322
Parkside Financial Bank & Trust
Missouri
$39K +$19.2K +885 +94%
LFA
323
Legacy Financial Advisors
Kentucky
$37K +$38.4K +1,773 New
HNB
324
Huntington National Bank
Ohio
$35K +$6.59K +304 +23%
KF
325
Krilogy Financial
Missouri
$34K

STWD Hedge Fund Activity: Q4 2017 in Review

376 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2017, worth a combined $3.95B — down 1.5% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new STWD positions and 37 closed out — a net gain of 32 holders — while 145 added to existing stakes and 118 trimmed.

The largest buyer was UBS Group, adding an estimated $24.8M. The largest seller was Nan Shan Life Insurance, cutting an estimated $37.2M.

  • 376 institutional investors held Starwood Property Trust (STWD) as of Q4 2017, up from 350 in Q3 2017.
  • Funds reported $3.95B of Starwood Property Trust stock for Q4 2017, down 1.5% quarter-over-quarter.
  • 69 funds opened new Starwood Property Trust positions in Q4 2017 and 37 closed out, a net change of +32 holders.
  • The largest Starwood Property Trust buyer in Q4 2017 was UBS Group, an estimated $24.8M added.
  • The largest Starwood Property Trust seller in Q4 2017 was Nan Shan Life Insurance, an estimated $37.2M sold.

Based on aggregated 13F filings for Q4 2017.