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Starwood Property Trust

380 hedge funds and large institutions have $2.22B invested in Starwood Property Trust in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $9.87M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less capital invested

Capital invested by funds: $2.29B → $2.22B (-$74.5M)

2.5% less ownership

Funds ownership: 55.2%52.7% (-2.5%)

6% less funds holding

Funds holding: 403380 (-23)

12% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 143

33% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 61

Holders
380
Holders Change
-23
Holders Change %
-5.71%
% of All Funds
7.67%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
41
Increased
126
Reduced
143
Closed
61
Calls
$15.5M
Puts
$9.87M
Net Calls
+$5.67M
Net Calls Change
+$194K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$27K +$153 +10 +0.6%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$26K +$15.3K +1,000 +143%
JCM
328
Jacobi Capital Management
Pennsylvania
$24K
AWMS
329
Advocacy Wealth Management Services
Georgia
$23K
RIM
330
Rockbridge Investment Management
New York
$23K
PA
331
Parallel Advisors
California
$21K -$43.8K -2,870 -68%
DAM
332
Delta Asset Management
Tennessee
$19K
ST
333
Smithfield Trust
Pennsylvania
$19K +$1.91K +125 +11%
PCFFS
334
Pacific Center for Financial Services
California
$18K
CIA
335
CSat Investment Advisory
Michigan
$18K +$2.75K +180 +18%
LWA
336
Lenox Wealth Advisors
New York
$16K
SIC
337
Salem Investment Counselors
North Carolina
$15K
TCOV
338
Trust Company of Vermont
Vermont
$15K
AWM
339
AllSquare Wealth Management
New York
$11K
BAM
340
Barrett Asset Management
New York
$11K
LWM
341
Liberty Wealth Management
California
$11K +$260 +17 +2%
TFS
342
TrustCore Financial Services
Tennessee
$11K +$10.7K +700 New
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$5.91K +387 +185%
CFFP
344
Center for Financial Planning
Michigan
$9K +$9.47K +620 New
DA
345
Denali Advisors
California
$8K -$104K -6,800 -93%
MAM
346
Meeder Asset Management
Ohio
$8K -$77.7K -5,091 -91%
EWM
347
Endurance Wealth Management
Rhode Island
$8K
BCA
348
Berman Capital Advisors
Georgia
$8K +$107 +7 +1%
HR
349
Howe & Rusling
New York
$7K
PCG
350
Private Capital Group
Connecticut
$7K

STWD Hedge Fund Activity: Q3 2020 in Review

380 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2020, worth a combined $2.22B — down 3.3% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of STWD and 41 opened new positions — a net loss of 20 holders — while 143 trimmed existing stakes and 126 added.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $24.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $23.2M sold.

  • 380 institutional investors held Starwood Property Trust (STWD) as of Q3 2020, down from 403 in Q2 2020.
  • Funds reported $2.22B of Starwood Property Trust stock for Q3 2020, down 3.3% quarter-over-quarter.
  • 41 funds opened new Starwood Property Trust positions in Q3 2020 and 61 closed out, a net change of -20 holders.
  • The largest Starwood Property Trust buyer in Q3 2020 was Nan Shan Life Insurance, an estimated $24.9M added.
  • The largest Starwood Property Trust seller in Q3 2020 was Citadel Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2020.