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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
HNB
376
Huntington National Bank
Ohio
$57.3K -$1.1K -56 -2%
WPWM
377
Western Pacific Wealth Management
Illinois
$55K +$79 +4 +0.2%
TWM
378
Tradition Wealth Management
Minnesota
$55K -$7.82K -398 -13%
TCA
379
Trifecta Capital Advisors
Illinois
$53.9K +$1.22K +62 +2%
GWSG
380
GPS Wealth Strategies Group
Colorado
$51.2K
KI
381
Kapitalo Investimentos
Brazil
$49.2K +$46K +2,341 New
WT
382
Washington Trust
Rhode Island
$48.1K
FPFS
383
First Personal Financial Services
North Carolina
$44.7K
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$44.3K +$2.08K +106 +5%
QCG
385
Quadrant Capital Group
Ohio
$44.2K -$5.3K -270 -11%
TCM
386
Tradewinds Capital Management
Washington
$42K
GBT
387
Grove Bank & Trust
Florida
$40.6K -$8.25K -420 -18%
NICM
388
Neo Ivy Capital Management
New York
$40K -$222K -11,308 -86%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$39.6K +$7.56K +385 +26%
RG
390
Retirement Group
California
$39.6K +$25.3K +1,287 +215%
IA
391
IFP Advisors
Florida
$37.1K -$1.79K -91 -5%
CIA
392
Cape Investment Advisory
Georgia
$32.2K +$30.1K +1,533 New
HCP
393
Hexagon Capital Partners
Arkansas
$31.5K
CWAF
394
Core Wealth Advisors (Florida)
Florida
$31.5K +$29.5K +1,500 New
EC
395
Elequin Capital
New York
$31.5K +$29.5K +1,500 New
MIM
396
Macroview Investment Management
Maryland
$29.9K +$177 +9 +0.6%
TWC
397
TD Waterhouse Canada
Ontario, Canada
$28.8K +$15.7K +800 +133%
IGWM
398
ICA Group Wealth Management
Colorado
$28.5K +$26.6K +1,355 New
GI
399
GAMMA Investing
California
$25.9K +$25K +1,272 New
SWM
400
Spire Wealth Management
Virginia
$25.4K +$4.5K +229 +23%

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.