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Starwood Property Trust

347 hedge funds and large institutions have $4.3B invested in Starwood Property Trust in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,220% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $6.31M

91% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 33

75% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 84

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

8% more funds holding

Funds holding: 321347 (+26)

5% more capital invested

Capital invested by funds: $4.08B → $4.3B (+$215M)

1.42% less ownership

Funds ownership: 76.59%75.17% (-1.4%)

Holders
347
Holders Change
+26
Holders Change %
+8.1%
% of All Funds
8.68%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
63
Increased
147
Reduced
84
Closed
33
Calls
$83.3M
Puts
$6.31M
Net Calls
+$77M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
326
Proficio Capital Partners
Massachusetts
$16K +$15.5K +703 +2,197%
DAM
327
Delta Asset Management
Tennessee
$15K
QCG
328
Quadrant Capital Group
Ohio
$15K
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$14K +$13.9K +632 New
VCM
330
Versant Capital Management
Arizona
$14K +$14.3K +648 New
ACS
331
Archford Capital Strategies
Illinois
$12K
EWM
332
Endurance Wealth Management
Rhode Island
$11K
SSB
333
Sandy Spring Bank
Maryland
$11K
VNA
334
Valley National Advisers
Pennsylvania
$11K
AIM
335
Advantage Investment Management
Iowa
$10K +$9.93K +450 New
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$10.3K +466 New
DMK
337
David M. Knott
$9K
OFW
338
Omnia Family Wealth
Florida
$9K +$9.13K +414 New
CFA
339
Carroll Financial Associates
North Carolina
$8K
HR
340
Howe & Rusling
New York
$8K
GBBWRPM
341
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K +$7.12K +323 New
CBT
342
Central Bank & Trust
Kentucky
$5K
LWA
343
Lowe Wealth Advisors
Maryland
$4K
Canada Pension Plan Investment Board
344
Canada Pension Plan Investment Board
Ontario, Canada
$4K +$4.41K +200 New
FIB
345
First Interstate Bank
Montana
$3K
TWA
346
TCI Wealth Advisors
Arizona
$3K
CFG
347
Citizens Financial Group
Rhode Island
$3K +$2.67K +121 New
EARNEST Partners
348
EARNEST Partners
Georgia
$3K +$3.13K +142 New
LYV
349
Live Your Vision
Pennsylvania
$2K
GRP
350
Global Retirement Partners
California
$2K +$1.88K +85 New

STWD Hedge Fund Activity: Q4 2016 in Review

347 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2016, worth a combined $4.3B — up 5.3% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new STWD positions and 33 closed out — a net gain of 30 holders — while 147 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.3M. The largest seller was Westchester Capital Management (New York), cutting an estimated $39.5M.

  • 347 institutional investors held Starwood Property Trust (STWD) as of Q4 2016, up from 321 in Q3 2016.
  • Funds reported $4.3B of Starwood Property Trust stock for Q4 2016, up 5.3% quarter-over-quarter.
  • 63 funds opened new Starwood Property Trust positions in Q4 2016 and 33 closed out, a net change of +30 holders.
  • The largest Starwood Property Trust buyer in Q4 2016 was Vanguard Group, an estimated $62.3M added.
  • The largest Starwood Property Trust seller in Q4 2016 was Westchester Capital Management (New York), an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2016.