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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
EWM
326
Edge Wealth Management
New York
$32K
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$29K +$29.1K +1,345 New
PGWM
328
Parisi Gray Wealth Management
New Jersey
$29K +$29.8K +1,377 New
AWM
329
AllSquare Wealth Management
New York
$27K -$1.3K -60 -4%
BRC
330
Bell Rock Capital
Delaware
$26K
TG
331
TLP Group
Illinois
$24K +$14.4K +665 +141%
SIC
332
Salem Investment Counselors
North Carolina
$21K
QAM
333
QCI Asset Management
New York
$19K
SFSIG
334
San Francisco Sentry Investment Group
California
$19K
AS
335
Altshuler Shaham
Israel
$19K +$19K +877 New
WIM
336
Westside Investment Management
California
$19K -$10.8K -500 -36%
FIB
337
First Interstate Bank
Montana
$18K +$7.8K +360 +73%
CB
338
Community Bank
New York
$18K +$18.4K +849 New
OFW
339
Omnia Family Wealth
Florida
$16K +$15.9K +735 New
RWA
340
Ropes Wealth Advisors
Massachusetts
$15K
SWM
341
SeaCrest Wealth Management
New York
$15K +$15.1K +697 New
PWM
342
Paulson Wealth Management
Illinois
$15K +$15.6K +722 New
QCG
343
Quadrant Capital Group
Ohio
$14K -$5.96K -275 -26%
DAM
344
Delta Asset Management
Tennessee
$14K
CBT
345
Capital Bank & Trust
California
$13K -$5.85K -270 -31%
AAP
346
Arax Advisory Partners
Colorado
$13K +$12.7K +586 +1,085%
DCM
347
Delpha Capital Management
New York
$13K +$13K +600 New
PS
348
Portfolio Strategies
New York
$13K +$13K +600 New
DMK
349
David M. Knott
$12K
JCM
350
Jacobi Capital Management
Pennsylvania
$12K

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.