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Starwood Property Trust

452 hedge funds and large institutions have $2.94B invested in Starwood Property Trust in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $108M | Put options by funds: $81.3M

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0% less funds holding

Funds holding: 453452 (-1)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$114M)

1.87% less ownership

Funds ownership: 50.39%48.51% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 168

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
43
Increased
138
Reduced
168
Closed
39
Calls
$108M
Puts
$81.3M
Net Calls
+$26.3M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
376
Cornerstone Planning Group
New Jersey
$22.4K +$15.4K +760 +191%
JMF
377
Johnson Midwest Financial
Iowa
$21.9K
SIC
378
Salem Investment Counselors
North Carolina
$20K +$203 +10 +1%
AAG
379
Armstrong Advisory Group
Massachusetts
$19.4K -$14.9K -736 -42%
SWM
380
Spire Wealth Management
Virginia
$19.4K -$40.6K -2,000 -67%
TCOV
381
Trust Company of Vermont
Vermont
$19.4K
WTA
382
Washington Trust Advisors
Massachusetts
$19.4K
BBHC
383
Brown Brothers Harriman & Co
New York
$19.4K +$20.3K +1,000 New
OCM
384
Orion Capital Management
California
$19.4K +$20.3K +1,000 New
CAM
385
Chesapeake Asset Management
New York
$17.4K
GJIA
386
Glass Jacobson Investment Advisors
Maryland
$16.8K +$385 +19 +2%
MIFH
387
Migdal Insurance & Financial Holdings
Israel
$16K
CMA
388
Cedar Mountain Advisors
Oregon
$15.5K +$16.2K +800 New
AF
389
Advisornet Financial
Minnesota
$15.4K +$16.2K +798 New
CP
390
Castleview Partners
Texas
$14.9K
QC
391
Quent Capital
New York
$14.6K
VWM
392
Venturi Wealth Management
Texas
$13.7K +$14.4K +708 New
AWM
393
AllSquare Wealth Management
New York
$13.5K
RCM
394
Raleigh Capital Management
North Carolina
$13.5K
HI
395
Harbour Investments
Wisconsin
$12K +$41 +2 +0.3%
RG
396
Retirement Group
California
$11.6K +$304 +15 +3%
FFA
397
Farther Finance Advisors
California
$11.6K -$5.98K -295 -33%
TWC
398
TD Waterhouse Canada
Ontario, Canada
$11.3K +$12.2K +600 New
AP
399
Advisors Preferred
Maryland
$11.1K
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$10.7K +$426 +21 +4%

STWD Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2023, worth a combined $2.94B — down 3.7% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new STWD positions and 39 closed out — a net gain of 4 holders — while 138 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $27.4M. The largest seller was Jane Street, cutting an estimated $23.4M.

  • 452 institutional investors held Starwood Property Trust (STWD) as of Q3 2023, down from 453 in Q2 2023.
  • Funds reported $2.94B of Starwood Property Trust stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 43 funds opened new Starwood Property Trust positions in Q3 2023 and 39 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $27.4M added.
  • The largest Starwood Property Trust seller in Q3 2023 was Jane Street, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2023.