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Starwood Property Trust

481 hedge funds and large institutions have $3.14B invested in Starwood Property Trust in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $114M | Put options by funds: $85.3M

20% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 141

15% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 55

0% less funds holding

Funds holding: 483481 (-2)

2.83% less ownership

Funds ownership: 52.08%49.25% (-2.8%)

9% less capital invested

Capital invested by funds: $3.43B → $3.14B (-$295M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
481
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.93%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
63
Increased
169
Reduced
141
Closed
55
Calls
$114M
Puts
$85.3M
Net Calls
+$28.9M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JE
326
JMAC Enterprises
Pennsylvania
$241K
CTC
327
Cetera Trust Company
Minnesota
$237K
NFG
328
Norris Financial Group
South Carolina
$236K +$12.1K +600 +5%
FCBT
329
First Citizens Bank & Trust
North Carolina
$233K
CGH
330
Crossmark Global Holdings
Texas
$233K +$13.3K +657 +6%
CM
331
Cercano Management
Washington
$233K
CT
332
Clearstead Trust
Maine
$228K
FNBT
333
FineMark National Bank & Trust
Florida
$228K
Natixis Advisors
334
Natixis Advisors
Massachusetts
$226K -$163K -8,075 -42%
PCIA
335
Prime Capital Investment Advisors
Kansas
$224K -$204K -10,091 -48%
LWA
336
Lantern Wealth Advisors
New York
$223K
CIG
337
Cascade Investment Group
Colorado
$222K
BHPW
338
Beverly Hills Private Wealth
California
$222K -$29.5K -1,455 -12%
CC
339
Corton Capital
Ontario, Canada
$220K +$219K +10,815 New
HPM
340
Hoxton Planning & Management
West Virginia
$219K +$218K +10,778 New
SFS
341
Summit Financial Strategies
Ohio
$218K +$101 +5 +0%
GT
342
Greenleaf Trust
Michigan
$216K -$5.65K -279 -3%
LCM
343
Lazari Capital Management
California
$214K -$52.6K -2,600 -20%
HSA
344
HBK Sorce Advisory
Pennsylvania
$212K +$211K +10,432 New
EM
345
ELCO Management
New York
$209K
CIS
346
Custom Index Systems
New York
$209K +$344 +17 +0.2%
FIM
347
Freedom Investment Management
Connecticut
$208K -$14K -694 -6%
CWG
348
Cornerstone Wealth Group
North Carolina
$207K +$206K +10,160 New
WAM
349
Walker Asset Management
Missouri
$206K +$205K +10,143 New
HPC
350
HM Payson & Co
Maine
$203K

STWD Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2024, worth a combined $3.14B — down 8.6% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new STWD positions and 55 closed out — a net gain of 8 holders — while 169 added to existing stakes and 141 trimmed.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 481 institutional investors held Starwood Property Trust (STWD) as of Q1 2024, down from 483 in Q4 2023.
  • Funds reported $3.14B of Starwood Property Trust stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 63 funds opened new Starwood Property Trust positions in Q1 2024 and 55 closed out, a net change of +8 holders.
  • The largest Starwood Property Trust buyer in Q1 2024 was Schonfeld Strategic Advisors, an estimated $13.4M added.
  • The largest Starwood Property Trust seller in Q1 2024 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2024.