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Starwood Property Trust
STWD

Overview Fund Activity

454 hedge funds and large institutions have $2.92B invested in Starwood Property Trust in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 182 increasing their positions, 127 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
46
Increased
182
Reduced
127
Closed
58
Calls
$72.3M
Puts
$114M
Net Calls
-$41.3M
Net Calls Change
-$68.8M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$39.8M
2
Morgan Stanley
Morgan Stanley
New York
$149M
3
CW
Connectus Wealth
Ohio
$15.5M
4
Marshall Wace
Marshall Wace
United Kingdom
$36.4M
5
First Trust Advisors
First Trust Advisors
Illinois
$10M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.5M
2
N
Natixis
France
$960K
3
Citigroup
Citigroup
New York
$2.29M
4
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
376
Allworth Financial
California
$35K -$14.2K -691 -29%
AWMS
377
Advocacy Wealth Management Services
Georgia
$31K – – –
SWM
378
Sugarloaf Wealth Management
Georgia
$31K +$31K +1,477 New
CA
379
CoreCap Advisors
Michigan
$28K +$28K +1,349 New
PCFFS
380
Pacific Center for Financial Services
California
$25K – – –
TFS
381
TrustCore Financial Services
Tennessee
$25K – – –
WTA
382
Washington Trust Advisors
Massachusetts
$25K – – –
JMF
383
Johnson Midwest Financial
Iowa
$24K – – –
EDRH
384
Edmond de Rothschild Holding
Switzerland
$21K -$21K -1,000 -50%
SIC
385
Salem Investment Counselors
North Carolina
$21K -$4.7K -224 -18%
DI
386
Disciplined Investments
Oklahoma
$21K – – –
HNWAG
387
High Net Worth Advisory Group
Florida
$21K +$12.6K +600 +150%
TCOV
388
Trust Company of Vermont
Vermont
$21K +$21K +1,000 New
TIM
389
Tevis Investment Management
Texas
$19K +$358 +17 +2%
RG
390
Retirement Group
California
$19K +$9.5K +464 +100%
MIFH
391
Migdal Insurance & Financial Holdings
Israel
$17K – – –
BCMLT
392
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K – – –
FPS
393
Fieldpoint Private Securities
Connecticut
$15K – – –
AWM
394
AllSquare Wealth Management
New York
$15K – – –
RCM
395
Raleigh Capital Management
North Carolina
$15K +$2.14K +100 +17%
HI
396
Harbour Investments
Wisconsin
$15K +$15K +739 New
FCT
397
First Community Trust
Iowa
$14K – – –
CWM
398
Castle Wealth Management
Florida
$14K +$14K +641 New
TIM
399
Tortoise Investment Management
New York
$13K – – –
HFS
400
HBC Financial Services
Washington
$12K – – –
14 15
16
17 18