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Starwood Property Trust
STWD

Overview Fund Activity

488 hedge funds and large institutions have $2.86B invested in Starwood Property Trust in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 176 increasing their positions, 149 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+11
Holders Change %
+2.31%
% of All Funds
7.1%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
73
Increased
176
Reduced
149
Closed
55
Calls
$145M
Puts
$95.3M
Net Calls
+$49.5M
Net Calls Change
+$20.5M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$29.8M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.5M
3
Ameriprise
Ameriprise
Minnesota
$42.1M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$8.77M
5
Northern Trust
Northern Trust
Illinois
$83.3M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$77.5M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
4
SSA
Schonfeld Strategic Advisors
New York
$408K
5
WCP
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
326
Prime Capital Investment Advisors
Kansas
$245K +$36.1K +1,907 +17%
CSS
327
Cubist Systematic Strategies
Connecticut
$244K +$244K +12,892 New
SWP
328
Stratos Wealth Partners
Ohio
$243K -$110K -5,812 -31%
CC
329
Corton Capital
Ontario, Canada
$241K +$35.8K +1,888 +17%
Vontobel Holding
330
Vontobel Holding
Switzerland
$237K +$11.6K +611 +5%
M&T Bank
331
M&T Bank
New York
$236K -$227 -12 -0.1%
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$233K -$45.3K -2,391 -16%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$232K +$3.24K +171 +1%
KWA
334
Kingswood Wealth Advisors
California
$230K +$230K +12,150 New
SCM
335
Shelton Capital Management
Colorado
$230K -$16.8K -886 -7%
S
336
SignatureFD
Georgia
$226K -$17.9K -943 -7%
CTC
337
Cetera Trust Company
Minnesota
$221K – – –
CT
338
Clearstead Trust
Maine
$213K – – –
FNBT
339
FineMark National Bank & Trust
Florida
$212K – – –
CAPTRUST Financial Advisors
340
CAPTRUST Financial Advisors
North Carolina
$209K -$230K -12,167 -52%
BHPW
341
Beverly Hills Private Wealth
California
$207K +$1.08K +57 +0.5%
LWA
342
Lantern Wealth Advisors
New York
$207K – – –
CGH
343
Crossmark Global Holdings
Texas
$205K -$11.8K -626 -5%
JE
344
JMAC Enterprises
Pennsylvania
$205K -$20.2K -1,064 -9%
AQR Capital Management
345
AQR Capital Management
Connecticut
$203K +$203K +10,741 New
GT
346
Greenleaf Trust
Michigan
$203K +$1.5K +79 +0.7%
SFS
347
Summit Financial Strategies
Ohio
$203K – – –
APWA
348
Atlas Private Wealth Advisors
New Jersey
$202K +$202K +10,650 New
Kovitz Investment Group Partners
349
Kovitz Investment Group Partners
Illinois
$202K +$202K +10,645 New
SW
350
SVB Wealth
Massachusetts
$200K +$200K +10,562 New
12 13
14
15 16