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Starwood Property Trust

499 hedge funds and large institutions have $3.15B invested in Starwood Property Trust in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

46% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 137

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more call options, than puts

Call options by funds: $104M | Put options by funds: $104M

0.18% less ownership

Funds ownership: 49.37%49.18% (-0.18%)

2% less funds holding

Funds holding: 507499 (-8)

7% less capital invested

Capital invested by funds: $3.37B → $3.15B (-$227M)

Holders
499
Holders Change
-8
Holders Change %
-1.58%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
65
Increased
200
Reduced
137
Closed
61
Calls
$104M
Puts
$104M
Net Calls
+$236K
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$253K +$18.7K +942 +8%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$247K +$258K +13,020 New
SBH
328
Segall Bryant & Hamill
Illinois
$246K
EF
329
Empowered Funds
Pennsylvania
$245K +$25.9K +1,308 +11%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$244K -$4.89K -247 -2%
Balyasny Asset Management
331
Balyasny Asset Management
Illinois
$241K +$252K +12,733 New
CC
332
Corton Capital
Ontario, Canada
$237K +$248K +12,497 New
Jennison Associates
333
Jennison Associates
New York
$235K -$41.6K -2,100 -14%
LC
334
Lindbrook Capital
California
$234K -$150K -7,575 -38%
SCM
335
Shelton Capital Management
Colorado
$230K
NFSG
336
Newbridge Financial Services Group
Florida
$226K -$35.6K -1,797 -13%
M&T Bank
337
M&T Bank
New York
$225K -$2.34K -118 -1%
PVI
338
Pine Valley Investments
New Jersey
$222K -$39K -1,967 -14%
HWM
339
HB Wealth Management
Georgia
$217K +$227K +11,466 New
PCM
340
Prelude Capital Management
New York
$217K +$227K +11,450 New
IWM
341
IHT Wealth Management
Illinois
$214K -$48.6K -2,455 -18%
CT
342
Clearstead Trust
Maine
$213K
EFS
343
Essex Financial Services
Connecticut
$212K -$86K -4,340 -28%
WIA
344
World Investment Advisors
California
$211K +$220K +11,116 New
MHS
345
M Holdings Securities
Oregon
$209K +$19.8K +1,000 +10%
Bessemer Group
346
Bessemer Group
New Jersey
$208K -$231K -11,640 -51%
SFS
347
Summit Financial Strategies
Ohio
$207K
WAM
348
Walker Asset Management
Missouri
$207K +$5.05K +255 +2%
LCM
349
Lazari Capital Management
California
$206K
CGH
350
Crossmark Global Holdings
Texas
$205K -$396 -20 -0.2%

STWD Hedge Fund Activity: Q4 2024 in Review

499 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2024, worth a combined $3.15B — down 6.7% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new STWD positions and 61 closed out — a net gain of 4 holders — while 200 added to existing stakes and 137 trimmed.

The largest buyer was Leeward Investments, opening a new position worth an estimated $25.9M. The largest seller was Long Pond Capital, exiting entirely with an estimated $52.1M sold.

  • 499 institutional investors held Starwood Property Trust (STWD) as of Q4 2024, down from 507 in Q3 2024.
  • Funds reported $3.15B of Starwood Property Trust stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 65 funds opened new Starwood Property Trust positions in Q4 2024 and 61 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q4 2024 was Leeward Investments, an estimated $25.9M added.
  • The largest Starwood Property Trust seller in Q4 2024 was Long Pond Capital, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2024.