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Starwood Property Trust

453 hedge funds and large institutions have $3.06B invested in Starwood Property Trust in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 148

8% more capital invested

Capital invested by funds: $2.82B → $3.06B (+$236M)

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 455453 (-2)

1.01% less ownership

Funds ownership: 51.4%50.39% (-1%)

69% less call options, than puts

Call options by funds: $57.1M | Put options by funds: $183M

Holders
453
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
7.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
170
Reduced
148
Closed
51
Calls
$57.1M
Puts
$183M
Net Calls
-$126M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
301
Spirit of America Management Corp
New York
$291K -$178K -10,000 -40%
C
302
Covestor
United Kingdom
$288K +$27.6K +1,555 +12%
IAIM
303
International Assets Investment Management
Florida
$282K -$287K -16,176 -53%
FAIM
304
Financial Advocates Investment Management
Washington
$281K +$77.6K +4,366 +43%
SIA
305
Schechter Investment Advisors
Michigan
$280K +$10.2K +573 +4%
NFSG
306
Newbridge Financial Services Group
Florida
$274K -$12.5K -703 -5%
CM
307
CastleKnight Management
New York
$274K
KWM
308
Kingsview Wealth Management
Oregon
$271K +$28.2K +1,589 +13%
Deutsche Bank
309
Deutsche Bank
Germany
$270K +$13.6K +764 +6%
IWM
310
IHT Wealth Management
Illinois
$268K +$2.04K +115 +0.8%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$257K +$77.2K +4,346 +49%
AWA
312
Arete Wealth Advisors
Illinois
$256K +$27.7K +1,559 +13%
UCFA
313
United Capital Financial Advisors
Texas
$256K +$234K +13,184 New
LCM
314
Lazari Capital Management
California
$255K +$234K +13,149 New
WP
315
Westmount Partners
California
$255K +$6.72K +378 +3%
ECM
316
Evergreen Capital Management
Washington
$249K -$64.3K -3,616 -22%
PFS
317
Prospera Financial Services
Texas
$248K +$16K +902 +8%
FIM
318
Freedom Investment Management
Connecticut
$246K -$314K -17,660 -58%
GA
319
GFS Advisors
Texas
$230K
LMIM
320
Lockheed Martin Investment Management
Maryland
$227K +$23.1K +1,300 +12%
EFMC
321
Empire Financial Management Company
New York
$225K -$35.5K -2,000 -15%
IP
322
Ignite Planners
California
$224K -$24.7K -1,388 -11%
FCBT
323
First Citizens Bank & Trust
North Carolina
$223K
CM
324
Cercano Management
Washington
$222K
FNBT
325
FineMark National Bank & Trust
Florida
$217K -$2.91K -164 -1%

STWD Hedge Fund Activity: Q2 2023 in Review

453 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2023, worth a combined $3.06B — up 8.4% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new STWD positions and 51 closed out — a net gain of 2 holders — while 170 added to existing stakes and 148 trimmed.

The largest buyer was Millennium Management, adding an estimated $37.6M. The largest seller was 1832 Asset Management, cutting an estimated $27.5M.

  • 453 institutional investors held Starwood Property Trust (STWD) as of Q2 2023, down from 455 in Q1 2023.
  • Funds reported $3.06B of Starwood Property Trust stock for Q2 2023, up 8.4% quarter-over-quarter.
  • 53 funds opened new Starwood Property Trust positions in Q2 2023 and 51 closed out, a net change of +2 holders.
  • The largest Starwood Property Trust buyer in Q2 2023 was Millennium Management, an estimated $37.6M added.
  • The largest Starwood Property Trust seller in Q2 2023 was 1832 Asset Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2023.