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Starwood Property Trust

367 hedge funds and large institutions have $3.75B invested in Starwood Property Trust in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 120 increasing their positions, 128 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $1.3M

6% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 128

2.27% less ownership

Funds ownership: 70.92%68.65% (-2.3%)

2% less funds holding

Funds holding: 376367 (-9)

5% less capital invested

Capital invested by funds: $3.95B → $3.75B (-$203M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

12% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 52

Holders
367
Holders Change
-9
Holders Change %
-2.39%
% of All Funds
8.41%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
46
Increased
120
Reduced
128
Closed
52
Calls
$1.74M
Puts
$1.3M
Net Calls
+$437K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
401
Lake Street Advisors Group
New Hampshire
-$288K -13,501 Closed
PSF
402
Pacific Sun Financial
California
-$261K -12,216 Closed
BP
403
Ballentine Partners
Massachusetts
-$240K -11,242 Closed
CG
404
Caprock Group
Idaho
-$230K -10,970 Closed
LCM
405
Laurion Capital Management
New York
-$233K -10,900 Closed
SC
406
Scotia Capital
Ontario, Canada
-$229K -10,732 Closed
SFA
407
Sequoia Financial Advisors
Ohio
-$223K -10,444 Closed
MCM
408
Murphy Capital Management
New Jersey
-$220K -10,325 Closed
BRWA
409
B. Riley Wealth Advisors
Florida
-$201K -9,385 Closed
GBT
410
Grove Bank & Trust
Florida
-$158K -7,390 Closed
KJWM
411
Kiley Juergens Wealth Management
Washington
-$59K -2,800 Closed
Simplex Trading
412
Simplex Trading
Illinois
-$50.9K -2,461 Closed
WOC
413
West Oak Capital
California
-$40.9K -1,914 Closed
RQS
414
Ramsey Quantitative Systems
Kentucky
-$225K -1,621 Closed
TG
415
TLP Group
Illinois
-$24K -1,136 Closed
PWM
416
Paulson Wealth Management
Illinois
-$15K -722 Closed
DCM
417
Delpha Capital Management
New York
-$13K -600 Closed
STA
418
Summit Trail Advisors
New York
-$12K -594 Closed
YWP
419
YorkBridge Wealth Partners
New York
-$6K -300 Closed
SPI
420
Santori & Peters Inc
Pennsylvania
-$1K -92 Closed
SC
421
Slow Capital
California
-$2K -70 Closed
PHK
422
Point72 Hong Kong
Hong Kong
-$1K -46 Closed
TC
423
Telemus Capital
Michigan
-$1K -25 Closed

STWD Hedge Fund Activity: Q1 2018 in Review

367 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2018, worth a combined $3.75B — down 5.1% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of STWD and 46 opened new positions — a net loss of 6 holders — while 128 trimmed existing stakes and 120 added.

The largest buyer was Nan Shan Life Insurance, adding an estimated $105M. The largest seller was Neuberger Berman Group, cutting an estimated $34.7M.

  • 367 institutional investors held Starwood Property Trust (STWD) as of Q1 2018, down from 376 in Q4 2017.
  • Funds reported $3.75B of Starwood Property Trust stock for Q1 2018, down 5.1% quarter-over-quarter.
  • 46 funds opened new Starwood Property Trust positions in Q1 2018 and 52 closed out, a net change of -6 holders.
  • The largest Starwood Property Trust buyer in Q1 2018 was Nan Shan Life Insurance, an estimated $105M added.
  • The largest Starwood Property Trust seller in Q1 2018 was Neuberger Berman Group, an estimated $34.7M sold.

Based on aggregated 13F filings for Q1 2018.