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Starwood Property Trust

483 hedge funds and large institutions have $3.43B invested in Starwood Property Trust in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

25% more call options, than puts

Call options by funds: $119M | Put options by funds: $95.1M

17% more capital invested

Capital invested by funds: $2.94B → $3.43B (+$493M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 150

7% more funds holding

Funds holding: 452483 (+31)

3.56% more ownership

Funds ownership: 48.51%52.08% (+3.6%)

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
7.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
86
Increased
169
Reduced
150
Closed
45
Calls
$119M
Puts
$95.1M
Net Calls
+$24.1M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
326
First Citizens Bank & Trust
North Carolina
$241K -$6.78K -345 -3%
CM
327
Cercano Management
Washington
$241K
IWM
328
IHT Wealth Management
Illinois
$240K -$49.3K -2,509 -18%
QC
329
Quadrature Capital
United Kingdom
$239K +$223K +11,366 New
CT
330
Clearstead Trust
Maine
$236K -$27.6K -1,405 -11%
FNBT
331
FineMark National Bank & Trust
Florida
$236K
IP
332
Ignite Planners
California
$234K +$1.49K +76 +0.7%
WC
333
Weil Company
California
$233K -$195K -9,934 -47%
NFG
334
Norris Financial Group
South Carolina
$231K +$216K +11,000 New
LWA
335
Lantern Wealth Advisors
New York
$230K +$215K +10,950 New
GT
336
Greenleaf Trust
Michigan
$230K +$215K +10,926 New
FIM
337
Freedom Investment Management
Connecticut
$230K -$10.2K -517 -5%
CIG
338
Cascade Investment Group
Colorado
$229K
PFS
339
Prospera Financial Services
Texas
$229K +$214K +10,913 New
DTL
340
Dynamic Technology Lab
Singapore
$229K +$214K +10,890 New
AAS
341
Avantax Advisory Services
Texas
$229K +$214K +10,881 New
CGH
342
Crossmark Global Holdings
Texas
$228K +$9.21K +469 +5%
SFS
343
Summit Financial Strategies
Ohio
$225K
Citigroup
344
Citigroup
New York
$225K -$83.5K -4,252 -28%
QWM
345
Quadcap Wealth Management
Texas
$218K +$204K +10,370 New
MCM
346
MAI Capital Management
Ohio
$217K +$203K +10,330 New
EM
347
ELCO Management
New York
$217K
LA
348
LM Advisors
California
$216K +$202K +10,292 New
CIS
349
Custom Index Systems
New York
$215K +$201K +10,246 New
HPC
350
HM Payson & Co
Maine
$210K

STWD Hedge Fund Activity: Q4 2023 in Review

483 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2023, worth a combined $3.43B — up 17% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new STWD positions and 45 closed out — a net gain of 41 holders — while 169 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Millennium Management, cutting an estimated $34M.

  • 483 institutional investors held Starwood Property Trust (STWD) as of Q4 2023, up from 452 in Q3 2023.
  • Funds reported $3.43B of Starwood Property Trust stock for Q4 2023, up 17% quarter-over-quarter.
  • 86 funds opened new Starwood Property Trust positions in Q4 2023 and 45 closed out, a net change of +41 holders.
  • The largest Starwood Property Trust buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Starwood Property Trust seller in Q4 2023 was Millennium Management, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2023.