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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
FG
301
Fiduciary Group
Georgia
$262K
SFS
302
Summit Financial Strategies
Ohio
$262K
PFBT
303
Parkside Financial Bank & Trust
Missouri
$260K -$12.2K -477 -4%
IMRF
304
Illinois Municipal Retirement Fund
Illinois
$246K +$258K +10,080 New
SWA
305
Sutton Wealth Advisors
Florida
$245K
HPC
306
HM Payson & Co
Maine
$244K
HVP
307
Hudson Value Partners
Florida
$241K +$48K +1,875 +23%
DAS
308
Dynamic Advisor Solutions
Arizona
$234K +$870 +34 +0.4%
Loomis, Sayles & Company
309
Loomis, Sayles & Company
Massachusetts
$231K -$244K -9,555 -50%
GBT
310
Grove Bank & Trust
Florida
$231K
ASN
311
Advisory Services Network
Georgia
$228K +$21.3K +834 +10%
VF
312
Virtu Financial
New York
$224K +$235K +9,179 New
TRCT
313
Tower Research Capital (TRC)
New York
$219K +$144K +5,629 +169%
RWA
314
Redhawk Wealth Advisors
Minnesota
$219K +$230K +8,990 New
UFA
315
US Financial Advisors
Massachusetts
$217K
WAM
316
World Asset Management
Michigan
$216K -$12.5K -490 -5%
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$213K
FAIM
318
Financial Advocates Investment Management
Washington
$212K
DekaBank Deutsche Girozentrale
319
DekaBank Deutsche Girozentrale
Germany
$211K +$48.6K +1,899 +29%
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$208K
CIA
321
Capital Investment Advisors
Georgia
$207K +$1.41K +55 +0.7%
GIP
322
Granite Investment Partners
California
$202K
MA
323
Montag & Associates
Georgia
$193K
CCA
324
Catalyst Capital Advisors
New York
$180K -$28.4K -1,110 -13%
SC
325
Steph & Co
Wisconsin
$179K -$28.2K -1,101 -13%

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.