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Starwood Property Trust

452 hedge funds and large institutions have $2.94B invested in Starwood Property Trust in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $108M | Put options by funds: $81.3M

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0% less funds holding

Funds holding: 453452 (-1)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$114M)

1.87% less ownership

Funds ownership: 50.39%48.51% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 168

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
43
Increased
138
Reduced
168
Closed
39
Calls
$108M
Puts
$81.3M
Net Calls
+$26.3M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$262K +$5.11K +252 +2%
Verition Fund Management
302
Verition Fund Management
Connecticut
$261K +$274K +13,490 New
TH
303
TCTC Holdings
Texas
$259K +$272K +13,400 New
ECM
304
Evergreen Capital Management
Washington
$259K +$4.54K +224 +2%
DC
305
Diametric Capital
Massachusetts
$256K +$268K +13,238 New
PIA
306
Pinion Investment Advisors
Kansas
$256K +$43.5K +2,144 +19%
WP
307
Westmount Partners
California
$256K +$1.3K +64 +0.5%
NICM
308
Neo Ivy Capital Management
New York
$255K -$611K -30,152 -70%
LCM
309
Lazari Capital Management
California
$254K
FFA
310
First Foundation Advisors
California
$253K -$323K -15,911 -55%
AWA
311
Arete Wealth Advisors
Illinois
$252K -$4.06K -200 -2%
NP
312
NorthRock Partners
Minnesota
$247K +$259K +12,768 New
CT
313
Clearstead Trust
Maine
$244K -$89.3K -4,402 -26%
CCM
314
Canal Capital Management
Virginia
$244K -$68K -3,354 -21%
SG Americas Securities
315
SG Americas Securities
New York
$243K -$60K -2,960 -19%
CB
316
Commerce Bank
Missouri
$242K -$127K -6,246 -33%
LMIM
317
Lockheed Martin Investment Management
Maryland
$236K
S
318
SignatureFD
Georgia
$235K +$50.8K +2,505 +26%
UCFA
319
United Capital Financial Advisors
Texas
$231K -$25K -1,235 -9%
TI
320
Tidal Investments
Wisconsin
$230K +$241K +11,892 New
FCBT
321
First Citizens Bank & Trust
North Carolina
$229K +$7K +345 +3%
EFMC
322
Empire Financial Management Company
New York
$224K
CM
323
Cercano Management
Washington
$222K
FIM
324
Freedom Investment Management
Connecticut
$221K -$25K -1,231 -10%
FNBT
325
FineMark National Bank & Trust
Florida
$217K

STWD Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2023, worth a combined $2.94B — down 3.7% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new STWD positions and 39 closed out — a net gain of 4 holders — while 138 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $27.4M. The largest seller was Jane Street, cutting an estimated $23.4M.

  • 452 institutional investors held Starwood Property Trust (STWD) as of Q3 2023, down from 453 in Q2 2023.
  • Funds reported $2.94B of Starwood Property Trust stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 43 funds opened new Starwood Property Trust positions in Q3 2023 and 39 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $27.4M added.
  • The largest Starwood Property Trust seller in Q3 2023 was Jane Street, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2023.