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Starwood Property Trust

453 hedge funds and large institutions have $3.06B invested in Starwood Property Trust in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 148

8% more capital invested

Capital invested by funds: $2.82B → $3.06B (+$236M)

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 455453 (-2)

1.01% less ownership

Funds ownership: 51.4%50.39% (-1%)

69% less call options, than puts

Call options by funds: $57.1M | Put options by funds: $183M

Holders
453
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
7.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
170
Reduced
148
Closed
51
Calls
$57.1M
Puts
$183M
Net Calls
-$126M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$97.6K +$34.2K +1,922 +62%
JEST
352
JTC Employer Solutions Trustee
Jersey
$97K
EWA
353
EverSource Wealth Advisors
Alabama
$92.9K +$22.6K +1,273 +36%
SSG
354
Summit Securities Group
New York
$68K +$62.2K +3,500 New
NCM
355
Northwest Capital Management
Oregon
$66K +$60.5K +3,402 New
SCA
356
Stonebridge Capital Advisors
Minnesota
$58.2K -$8.88K -500 -14%
SWM
357
Spire Wealth Management
Virginia
$58.2K +$20.6K +1,160 +63%
TWM
358
Tradition Wealth Management
Minnesota
$57K -$15.1K -849 -22%
HNB
359
Huntington National Bank
Ohio
$54K -$8.1K -456 -14%
First Manhattan
360
First Manhattan
New York
$53.4K +$28.4K +1,600 +139%
WPWM
361
Western Pacific Wealth Management
Illinois
$50.7K
TCA
362
Trifecta Capital Advisors
Illinois
$48.5K -$26.7K -1,500 -38%
GBT
363
Grove Bank & Trust
Florida
$47.9K
GWSG
364
GPS Wealth Strategies Group
Colorado
$47.3K +$7.78K +438 +22%
WT
365
Washington Trust
Rhode Island
$44.4K -$1.48K -83 -3%
MA
366
MCF Advisors
Kentucky
$43K
HFS
367
HBC Financial Services
Washington
$42K +$35.5K +2,000 New
FPFS
368
First Personal Financial Services
North Carolina
$41.2K
TCM
369
Tradewinds Capital Management
Washington
$38.8K
QCG
370
Quadrant Capital Group
Ohio
$34.6K +$21.9K +1,232 +224%
AF
371
Allworth Financial
California
$33.9K -$18 -1 -0.1%
AAG
372
Armstrong Advisory Group
Massachusetts
$33.7K
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$30.4K +$11.1K +626 +66%
HCP
374
Hexagon Capital Partners
Arkansas
$29.1K
TFA
375
Toth Financial Advisory
Virginia
$29.1K +$26.7K +1,500 New

STWD Hedge Fund Activity: Q2 2023 in Review

453 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2023, worth a combined $3.06B — up 8.4% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new STWD positions and 51 closed out — a net gain of 2 holders — while 170 added to existing stakes and 148 trimmed.

The largest buyer was Millennium Management, adding an estimated $37.6M. The largest seller was 1832 Asset Management, cutting an estimated $27.5M.

  • 453 institutional investors held Starwood Property Trust (STWD) as of Q2 2023, down from 455 in Q1 2023.
  • Funds reported $3.06B of Starwood Property Trust stock for Q2 2023, up 8.4% quarter-over-quarter.
  • 53 funds opened new Starwood Property Trust positions in Q2 2023 and 51 closed out, a net change of +2 holders.
  • The largest Starwood Property Trust buyer in Q2 2023 was Millennium Management, an estimated $37.6M added.
  • The largest Starwood Property Trust seller in Q2 2023 was 1832 Asset Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2023.