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Starwood Property Trust

433 hedge funds and large institutions have $4.07B invested in Starwood Property Trust in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.64M

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

20% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 132

13% more capital invested

Capital invested by funds: $3.61B → $4.07B (+$459M)

3% more funds holding

Funds holding: 419433 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.44% less ownership

Funds ownership: 66.53%65.09% (-1.4%)

Holders
433
Holders Change
+14
Holders Change %
+3.34%
% of All Funds
9.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
60
Increased
159
Reduced
132
Closed
42
Calls
$12.9M
Puts
$3.64M
Net Calls
+$9.28M
Net Calls Change
+$7.63M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$60K +$1.79K +82 +3%
MWNA
352
Marshall Wace North America
New York
$60K +$58.9K +2,700 New
S
353
SignatureFD
Georgia
$59K -$22.2K -1,016 -28%
DWM
354
Destination Wealth Management
California
$59K
AS
355
Altshuler Shaham
Israel
$59K +$11.1K +511 +24%
PFBT
356
Parkside Financial Bank & Trust
Missouri
$57K +$7.07K +324 +14%
AWMS
357
Advocacy Wealth Management Services
Georgia
$56K
SMFS
358
Squar Milner Financial Services
California
$52K +$2.18K +100 +4%
OFS
359
Orrstown Financial Services
Pennsylvania
$49K +$47.7K +2,186 New
AA
360
AlphaMark Advisors
Kentucky
$45K
Victory Capital Management
361
Victory Capital Management
Texas
$45K
WCM
362
WealthBridge Capital Management
Ohio
$45K
CIAS
363
Capital Investment Advisory Services
North Carolina
$41K
TWA
364
TCI Wealth Advisors
Arizona
$41K
LFA
365
Legacy Financial Advisors
Kentucky
$39K +$6.37K +292 +20%
BHWM
366
Bay Harbor Wealth Management
Maryland
$38K +$851 +39 +2%
PCM
367
Penserra Capital Management
California
$38K +$36.3K +1,662 New
FAM
368
Formidable Asset Management
Ohio
$34K +$741K +33,952 New
PWM
369
PRW Wealth Management
Massachusetts
$33K
HNB
370
Huntington National Bank
Ohio
$30K
BWA
371
BDO Wealth Advisors
Florida
$29K +$17.4K +800 +160%
BAM
372
Barrett Asset Management
New York
$28K
BRC
373
Bell Rock Capital
Delaware
$27K
OIA
374
Optimum Investment Advisors
Illinois
$27K
SFA
375
Semmax Financial Advisors
North Carolina
$27K

STWD Hedge Fund Activity: Q1 2019 in Review

433 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2019, worth a combined $4.07B — up 13% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new STWD positions and 42 closed out — a net gain of 18 holders — while 159 added to existing stakes and 132 trimmed.

The largest buyer was Bank of America, adding an estimated $18.9M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $23.4M.

  • 433 institutional investors held Starwood Property Trust (STWD) as of Q1 2019, up from 419 in Q4 2018.
  • Funds reported $4.07B of Starwood Property Trust stock for Q1 2019, up 13% quarter-over-quarter.
  • 60 funds opened new Starwood Property Trust positions in Q1 2019 and 42 closed out, a net change of +18 holders.
  • The largest Starwood Property Trust buyer in Q1 2019 was Bank of America, an estimated $18.9M added.
  • The largest Starwood Property Trust seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2019.