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Starwood Property Trust
STWD

Overview Fund Activity

452 hedge funds and large institutions have $2.82B invested in Starwood Property Trust in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 191 increasing their positions, 107 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
71
Increased
191
Reduced
107
Closed
73
Calls
$62.4M
Puts
$191M
Net Calls
-$128M
Net Calls Change
-$131M

Top Buyers

1
BlackRock
BlackRock
New York
$525M
2
State Street
State Street
Massachusetts
$156M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$65.5M
4
Principal Financial Group
Principal Financial Group
Iowa
$21.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$516M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
ClearBridge Investments
ClearBridge Investments
New York
$3.37M
3
CA
CapWealth Advisors
Tennessee
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
CCM
Cinctive Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
326
Lockheed Martin Investment Management
Maryland
$184K – – –
SWA
327
Sutton Wealth Advisors
Florida
$183K +$5.48K +310 +3%
ASN
328
Advisory Services Network
Georgia
$182K +$14.2K +804 +8%
GA
329
Greytown Advisors
Florida
$182K +$182K +10,028 New
EM
330
ELCO Management
New York
$182K -$14.2K -800 -7%
NA
331
Navellier & Associates
Nevada
$179K +$179K +10,142 New
FAIM
332
Financial Advocates Investment Management
Washington
$179K +$179K +10,128 New
SPC
333
Sigma Planning Corp
Michigan
$178K +$178K +10,062 New
SAM
334
Shikiar Asset Management
New York
$177K +$177K +10,000 New
HPC
335
HM Payson & Co
Maine
$177K – – –
GC
336
GFG Capital
Florida
$177K +$177K +11,378 New
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$158K +$4.8K +271 +3%
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$151K – – –
CG
339
Cutler Group
California
$146K +$84.9K +4,810 +139%
IA
340
IFP Advisors
Florida
$132K +$6.18K +284 +5%
HWA
341
HHM Wealth Advisors
Tennessee
$124K – – –
S
342
SignatureFD
Georgia
$123K +$19.8K +1,121 +19%
RMC
343
Resources Management Corp
Connecticut
$117K +$117K +656 New
CCM
344
Chilton Capital Management
Texas
$112K +$112K +6,359 New
AIP
345
Ahrens Investment Partners
Louisiana
$105K +$105K +5,950 New
National Bank of Canada
346
National Bank of Canada
Quebec, Canada
$103K +$8.31K +470 +9%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$100K -$29.9K -1,693 -23%
CFGS
348
Concourse Financial Group Securities
Alabama
$90.2K -$3.16K -174 -3%
JEST
349
JTC Employer Solutions Trustee
Jersey
$88K – – –
WTC
350
WhitTier Trust Company
Nevada
$84.9K – – –
12 13
14
15 16