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Starwood Property Trust
STWD

492 hedge funds and large institutions have $2.86B invested in Starwood Property Trust in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $145M | Put options by funds: $95.3M

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

19% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 150

2% more funds holding

Funds holding: 481 → 492 (+11)

1.59% less ownership

Funds ownership: 49.25% → 47.66% (-1.6%)

9% less capital invested

Capital invested by funds: $3.14B → $2.86B (-$281M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
178
Reduced
150
Closed
56
Calls
$145M
Puts
$95.3M
Net Calls
+$49.5M
Net Calls Change
+$20.5M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.3M
3
Ameriprise
Ameriprise
Minnesota
+$9.47M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$7.2M
5
Northern Trust
Northern Trust
Illinois
+$6.5M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$51.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$24.7M
3
SSA
Schonfeld Strategic Advisors
New York
-$15.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$15.1M
5
WCP
Waterfront Capital Partners
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$202K +$207K +10,645 New
SW
352
SVB Wealth
Massachusetts
$200K +$206K +10,562 New
MHS
353
M Holdings Securities
Oregon
$197K +$202K +10,376 New
WAM
354
Walker Asset Management
Missouri
$197K +$4.97K +255 +3%
CIS
355
Custom Index Systems
New York
$196K +$2.01K +103 +1%
CIG
356
Cascade Investment Group
Colorado
$194K -$12.7K -650 -6%
PI
357
PineBridge Investments
New York
$190K +$196K +10,045 New
CWG
358
Cornerstone Wealth Group
North Carolina
$190K -$2.32K -119 -1%
FTDI
359
First Trust Direct Indexing
Massachusetts
$190K +$195K +10,032 New
EM
360
ELCO Management
New York
$189K -$5.84K -300 -3%
HPC
361
HM Payson & Co
Maine
$189K – – –
OA
362
Operose Advisors
Wisconsin
$188K – – –
CA
363
Crewe Advisors
Utah
$170K – – –
TRCT
364
Tower Research Capital (TRC)
New York
$161K -$111K -5,715 -40%
SWM
365
Spire Wealth Management
Virginia
$157K +$138K +7,071 +575%
AWM
366
Activest Wealth Management
Florida
$140K +$39.4K +2,024 +38%
CCM
367
Chilton Capital Management
Texas
$139K – – –
SOAMC
368
Spirit of America Management Corp
New York
$133K -$156K -8,000 -53%
AAM
369
Advisors Asset Management
Colorado
$121K -$31.7K -1,626 -20%
HT
370
Headlands Technologies
Illinois
$112K +$116K +5,939 New
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$109K – – –
PFBT
372
Parkside Financial Bank & Trust
Missouri
$104K -$18.7K -959 -15%
JEST
373
JTC Employer Solutions Trustee
Jersey
$95K – – –
C
374
Covestor
United Kingdom
$91K -$55.9K -2,868 -37%
AF
375
Allworth Financial
California
$83.7K +$31.1K +1,594 +63%
13 14
15
16 17

STWD Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2024, worth a combined $2.86B — down 9% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new STWD positions and 56 closed out — a net gain of 18 holders — while 178 added to existing stakes and 150 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $27.2M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $51.2M.

  • 492 institutional investors held Starwood Property Trust (STWD) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $2.86B of Starwood Property Trust stock for Q2 2024, down 9% quarter-over-quarter.
  • 74 funds opened new Starwood Property Trust positions in Q2 2024 and 56 closed out, a net change of +18 holders.
  • The largest Starwood Property Trust buyer in Q2 2024 was HighTower Advisors, an estimated $27.2M added.
  • The largest Starwood Property Trust seller in Q2 2024 was Cardinal Capital Management LLC (Connecticut), an estimated $51.2M sold.

Based on aggregated 13F filings for Q2 2024.