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Starwood Property Trust

483 hedge funds and large institutions have $3.43B invested in Starwood Property Trust in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

25% more call options, than puts

Call options by funds: $119M | Put options by funds: $95.1M

17% more capital invested

Capital invested by funds: $2.94B → $3.43B (+$493M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 150

7% more funds holding

Funds holding: 452483 (+31)

3.56% more ownership

Funds ownership: 48.51%52.08% (+3.6%)

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
7.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
86
Increased
169
Reduced
150
Closed
45
Calls
$119M
Puts
$95.1M
Net Calls
+$24.1M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
351
HSBC Holdings
United Kingdom
$207K +$193K +9,826 New
Koshinski Asset Management
352
Koshinski Asset Management
Illinois
$204K +$191K +9,722 New
SWM
353
Scissortail Wealth Management
Oklahoma
$201K +$187K +9,500 New
ASN
354
Advisory Services Network
Georgia
$199K +$12.6K +644 +7%
C
355
Covestor
United Kingdom
$192K +$15.4K +783 +9%
AAM
356
Advisors Asset Management
Colorado
$171K -$154K -7,821 -49%
RCM
357
Richardson Capital Management
Wisconsin
$168K +$157K +8,000 New
FFA
358
First Foundation Advisors
California
$160K -$108K -5,491 -42%
CCM
359
Chilton Capital Management
Texas
$155K
PTC
360
Private Trust Company
Ohio
$141K +$20K +1,017 +18%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$135K +$10.7K +547 +9%
HWA
362
HHM Wealth Advisors
Tennessee
$135K -$12.2K -620 -9%
SSG
363
Summit Securities Group
New York
$132K +$82.5K +4,200 +200%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$114K +$1.96K +100 +2%
JEST
365
JTC Employer Solutions Trustee
Jersey
$107K
CFGS
366
Concourse Financial Group Securities
Alabama
$107K
EWA
367
EverSource Wealth Advisors
Alabama
$97.9K -$2.18K -111 -2%
WTC
368
WhitTier Trust Company
Nevada
$94.6K +$88.4K +4,500 New
SWS
369
SYSTM Wealth Solutions
Illinois
$84K +$78.5K +3,998 New
NCM
370
Northwest Capital Management
Oregon
$71.5K
NS
371
NBC Securities
Alabama
$69K +$236 +12 +0.4%
AA
372
Ancora Advisors
Ohio
$63.1K +$58.9K +3,000 New
Group One Trading
373
Group One Trading
Illinois
$59.1K +$55.2K +2,812 New
First Manhattan
374
First Manhattan
New York
$57.8K
AF
375
Allworth Financial
California
$57.5K +$18.5K +943 +53%

STWD Hedge Fund Activity: Q4 2023 in Review

483 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2023, worth a combined $3.43B — up 17% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new STWD positions and 45 closed out — a net gain of 41 holders — while 169 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Millennium Management, cutting an estimated $34M.

  • 483 institutional investors held Starwood Property Trust (STWD) as of Q4 2023, up from 452 in Q3 2023.
  • Funds reported $3.43B of Starwood Property Trust stock for Q4 2023, up 17% quarter-over-quarter.
  • 86 funds opened new Starwood Property Trust positions in Q4 2023 and 45 closed out, a net change of +41 holders.
  • The largest Starwood Property Trust buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Starwood Property Trust seller in Q4 2023 was Millennium Management, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2023.