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Starwood Property Trust

376 hedge funds and large institutions have $3.95B invested in Starwood Property Trust in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 145 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 37

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more call options, than puts

Call options by funds: $7.63M | Put options by funds: $6.01M

23% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 118

7% more funds holding

Funds holding: 350376 (+26)

0.16% less ownership

Funds ownership: 71.07%70.92% (-0.16%)

1% less capital invested

Capital invested by funds: $4.01B → $3.95B (-$59.9M)

Holders
376
Holders Change
+26
Holders Change %
+7.43%
% of All Funds
8.53%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
69
Increased
145
Reduced
118
Closed
37
Calls
$7.63M
Puts
$6.01M
Net Calls
+$1.63M
Net Calls Change
-$5.98M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
351
Summit Trail Advisors
New York
$12K +$12.9K +594 New
EWM
352
Endurance Wealth Management
Rhode Island
$11K
TDC
353
Thompson Davis & Co
Virginia
$11K
VNA
354
Valley National Advisers
Pennsylvania
$11K
AIM
355
Advantage Investment Management
Iowa
$10K
BCM
356
Brasada Capital Management
Texas
$9K +$8.67K +400 New
CFA
357
Carroll Financial Associates
North Carolina
$8K -$4.33K -200 -34%
TRCT
358
Tower Research Capital (TRC)
New York
$8K +$7.63K +352 New
FANJ
359
Financial Architects (New Jersey)
New Jersey
$7K
WAM
360
Wealthspire Advisors (Maryland)
Maryland
$6K -$13.8K -636 -70%
WTB
361
Washington Trust Bank
Washington
$6K
BTIS
362
BB&T Investment Services
North Carolina
$6K +$3.47K +160 +188%
YWP
363
YorkBridge Wealth Partners
New York
$6K +$6.5K +300 New
TCM
364
TD Capital Management
Tennessee
$5K
DOA
365
D'Orazio & Associates
Virginia
$4K
LWA
366
Lowe Wealth Advisors
Maryland
$4K
TWA
367
TCI Wealth Advisors
Arizona
$4K
MSA
368
Marino Stram & Associates
Massachusetts
$4K +$3.77K +174 New
ME
369
McIlrath & Eck
Washington
$4K +$3.81K +176 New
AIP
370
Ameritas Investment Partners
Nebraska
$4K +$15.5K +717 New
EARNEST Partners
371
EARNEST Partners
Georgia
$3K +$3.08K +142 New
TL
372
TrueWealth LLC
Georgia
$2K
SC
373
Slow Capital
California
$2K +$1.52K +70 New
PCP
374
Proficio Capital Partners
Massachusetts
$1K -$1.43K -66 -66%
TC
375
Telemus Capital
Michigan
$1K +$542 +25 New

STWD Hedge Fund Activity: Q4 2017 in Review

376 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2017, worth a combined $3.95B — down 1.5% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new STWD positions and 37 closed out — a net gain of 32 holders — while 145 added to existing stakes and 118 trimmed.

The largest buyer was UBS Group, adding an estimated $24.8M. The largest seller was Nan Shan Life Insurance, cutting an estimated $37.2M.

  • 376 institutional investors held Starwood Property Trust (STWD) as of Q4 2017, up from 350 in Q3 2017.
  • Funds reported $3.95B of Starwood Property Trust stock for Q4 2017, down 1.5% quarter-over-quarter.
  • 69 funds opened new Starwood Property Trust positions in Q4 2017 and 37 closed out, a net change of +32 holders.
  • The largest Starwood Property Trust buyer in Q4 2017 was UBS Group, an estimated $24.8M added.
  • The largest Starwood Property Trust seller in Q4 2017 was Nan Shan Life Insurance, an estimated $37.2M sold.

Based on aggregated 13F filings for Q4 2017.