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Starwood Property Trust

425 hedge funds and large institutions have $3.21B invested in Starwood Property Trust in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 160 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $29.6M

44% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 111

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 416425 (+9)

1.76% less ownership

Funds ownership: 47.47%45.71% (-1.8%)

10% less capital invested

Capital invested by funds: $3.57B → $3.21B (-$356M)

Holders
425
Holders Change
+9
Holders Change %
+2.16%
% of All Funds
7.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
47
Increased
160
Reduced
111
Closed
33
Calls
$81.7M
Puts
$29.6M
Net Calls
+$52.1M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
351
First Manhattan
New York
$58K
MA
352
MCF Advisors
Kentucky
$53K
DFCM
353
Dark Forest Capital Management
Puerto Rico
$50K +$52.2K +2,042 New
SCA
354
Stonebridge Capital Advisors
Minnesota
$49K -$51.2K -2,000 -50%
TCM
355
Tradewinds Capital Management
Washington
$49K
AF
356
Allworth Financial
California
$45K +$435 +17 +0.9%
SC
357
Sawyer & Company
Massachusetts
$44K +$46K +1,800 New
DI
358
Disciplined Investments
Oklahoma
$43K +$44.8K +1,750 New
CP
359
Corbenic Partners
Pennsylvania
$42K
BC
360
Barnett & Company
Tennessee
$41K -$179K -7,010 -81%
AWMS
361
Advocacy Wealth Management Services
Georgia
$37K
FPS
362
Fieldpoint Private Securities
Connecticut
$35K -$25.6K -1,000 -41%
PA
363
Parallel Advisors
California
$34K -$2.33K -91 -6%
AIL
364
AGF Investments LLC
Ontario, Canada
$33K -$1.61K -63 -4%
IA
365
IFP Advisors
Florida
$31K +$1.02K +40 +3%
PCFFS
366
Pacific Center for Financial Services
California
$29K
TFS
367
TrustCore Financial Services
Tennessee
$29K +$5.12K +200 +20%
JMF
368
Johnson Midwest Financial
Iowa
$28K
BWA
369
BDO Wealth Advisors
Florida
$27K
LWA
370
Lenox Wealth Advisors
New York
$25K
FGAM
371
Financial Gravity Asset Management
Texas
$24K
GWSG
372
GPS Wealth Strategies Group
Colorado
$24K
SIC
373
Salem Investment Counselors
North Carolina
$24K
ST
374
Sphinx Trading
Illinois
$24K +$25.6K +1,000 New
MIFH
375
Migdal Insurance & Financial Holdings
Israel
$20K +$20.9K +817 New

STWD Hedge Fund Activity: Q3 2021 in Review

425 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2021, worth a combined $3.21B — down 10% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new STWD positions and 33 closed out — a net gain of 14 holders — while 160 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $9.98M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $30M sold.

  • 425 institutional investors held Starwood Property Trust (STWD) as of Q3 2021, up from 416 in Q2 2021.
  • Funds reported $3.21B of Starwood Property Trust stock for Q3 2021, down 10% quarter-over-quarter.
  • 47 funds opened new Starwood Property Trust positions in Q3 2021 and 33 closed out, a net change of +14 holders.
  • The largest Starwood Property Trust buyer in Q3 2021 was JP Morgan Private Wealth Advisors, an estimated $9.98M added.
  • The largest Starwood Property Trust seller in Q3 2021 was Massachusetts Financial Services, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2021.