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Starwood Property Trust

452 hedge funds and large institutions have $2.94B invested in Starwood Property Trust in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $108M | Put options by funds: $81.3M

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0% less funds holding

Funds holding: 453452 (-1)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$114M)

1.87% less ownership

Funds ownership: 50.39%48.51% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 168

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
43
Increased
138
Reduced
168
Closed
39
Calls
$108M
Puts
$81.3M
Net Calls
+$26.3M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
326
International Assets Investment Management
Florida
$216K -$70.8K -3,491 -24%
PCM
327
Prelude Capital Management
New York
$216K +$226K +11,140 New
CIG
328
Cascade Investment Group
Colorado
$211K
SFS
329
Summit Financial Strategies
Ohio
$207K
IP
330
Ignite Planners
California
$206K -$6.73K -332 -3%
EM
331
ELCO Management
New York
$199K
CGH
332
Crossmark Global Holdings
Texas
$196K +$629 +31 +0.3%
SWA
333
Sutton Wealth Advisors
Florida
$194K -$6.29K -310 -3%
HPC
334
HM Payson & Co
Maine
$194K
PI
335
PEAK6 Investments
Illinois
$185K -$429K -21,149 -69%
ASN
336
Advisory Services Network
Georgia
$170K +$179K +8,811 New
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$163K -$2.94K -145 -2%
C
338
Covestor
United Kingdom
$162K -$131K -6,473 -44%
CCM
339
Chilton Capital Management
Texas
$142K
HWA
340
HHM Wealth Advisors
Tennessee
$136K
PFBT
341
Parkside Financial Bank & Trust
Missouri
$114K +$1.8K +89 +2%
PTC
342
Private Trust Company
Ohio
$110K
National Bank of Canada
343
National Bank of Canada
Quebec, Canada
$99.7K -$8.11K -400 -7%
CFGS
344
Concourse Financial Group Securities
Alabama
$98.4K -$81 -4 -0.1%
JEST
345
JTC Employer Solutions Trustee
Jersey
$97K
CCA
346
Catalyst Capital Advisors
New York
$92.9K -$22.7K -1,120 -19%
EWA
347
EverSource Wealth Advisors
Alabama
$92.3K -$406 -20 -0.4%
Allspring Global Investments
348
Allspring Global Investments
North Carolina
$88.8K -$992K -48,911 -91%
NCM
349
Northwest Capital Management
Oregon
$65.8K
NS
350
NBC Securities
Alabama
$63K +$66.4K +3,274 New

STWD Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2023, worth a combined $2.94B — down 3.7% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new STWD positions and 39 closed out — a net gain of 4 holders — while 138 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $27.4M. The largest seller was Jane Street, cutting an estimated $23.4M.

  • 452 institutional investors held Starwood Property Trust (STWD) as of Q3 2023, down from 453 in Q2 2023.
  • Funds reported $2.94B of Starwood Property Trust stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 43 funds opened new Starwood Property Trust positions in Q3 2023 and 39 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $27.4M added.
  • The largest Starwood Property Trust seller in Q3 2023 was Jane Street, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2023.