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Starwood Property Trust

464 hedge funds and large institutions have $2.73B invested in Starwood Property Trust in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 163 increasing their positions, 137 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

19% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 137

7% more capital invested

Capital invested by funds: $2.54B → $2.73B (+$190M)

5% more funds holding

Funds holding: 444464 (+20)

4% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $65.1M

1.06% less ownership

Funds ownership: 45.26%44.2% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
83
Increased
163
Reduced
137
Closed
52
Calls
$67.8M
Puts
$65.1M
Net Calls
+$2.76M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LMIM
326
Lockheed Martin Investment Management
Maryland
$191K -$12K -600 -5%
VCM
327
Vivaldi Capital Management
Illinois
$190K
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$189K +$1.47K +74 +0.7%
FG
329
Fiduciary Group
Georgia
$189K +$20 +1 +0%
DAS
330
Dynamic Advisor Solutions
Arizona
$189K +$5.8K +291 +3%
C
331
Covestor
United Kingdom
$187K +$70.3K +3,530 +53%
Lido Advisors
332
Lido Advisors
California
$186K -$166K -8,312 -45%
BEI
333
Benjamin Edwards Inc
Missouri
$185K -$107K -5,388 -35%
X
334
Xponance
Pennsylvania
$185K +$201K +10,088 New
SWA
335
Sutton Wealth Advisors
Florida
$184K
HPC
336
HM Payson & Co
Maine
$183K
ASN
337
Advisory Services Network
Georgia
$174K -$1.65K -83 -0.9%
SC
338
Steph & Co
Wisconsin
$163K -$538 -27 -0.3%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$159K +$20.9K +1,051 +14%
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$157K +$170K +8,545 New
IA
341
IFP Advisors
Florida
$144K +$54.5K +2,737 +91%
PFBT
342
Parkside Financial Bank & Trust
Missouri
$135K +$1.25K +63 +0.9%
HWA
343
HHM Wealth Advisors
Tennessee
$129K
TWM
344
Tradition Wealth Management
Minnesota
$125K -$35.9K -1,802 -21%
MIM
345
MetLife Investment Management
New Jersey
$111K +$578 +29 +0.5%
S
346
SignatureFD
Georgia
$106K -$52.4K -2,632 -31%
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$97.7K +$19.5K +980 +23%
CFGS
348
Concourse Financial Group Securities
Alabama
$96.7K
JEST
349
JTC Employer Solutions Trustee
Jersey
$92K
WTC
350
WhitTier Trust Company
Nevada
$87.9K

STWD Hedge Fund Activity: Q4 2022 in Review

464 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2022, worth a combined $2.73B — up 7.5% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new STWD positions and 52 closed out — a net gain of 31 holders — while 163 added to existing stakes and 137 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Norges Bank, cutting an estimated $23.5M.

  • 464 institutional investors held Starwood Property Trust (STWD) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $2.73B of Starwood Property Trust stock for Q4 2022, up 7.5% quarter-over-quarter.
  • 83 funds opened new Starwood Property Trust positions in Q4 2022 and 52 closed out, a net change of +31 holders.
  • The largest Starwood Property Trust buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest Starwood Property Trust seller in Q4 2022 was Norges Bank, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2022.