We are live on ! Find out more
STWD icon

Starwood Property Trust

425 hedge funds and large institutions have $3.21B invested in Starwood Property Trust in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 160 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $29.6M

44% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 111

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 416425 (+9)

1.76% less ownership

Funds ownership: 47.47%45.71% (-1.8%)

10% less capital invested

Capital invested by funds: $3.57B → $3.21B (-$356M)

Holders
425
Holders Change
+9
Holders Change %
+2.16%
% of All Funds
7.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
47
Increased
160
Reduced
111
Closed
33
Calls
$81.7M
Puts
$29.6M
Net Calls
+$52.1M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$5K
SL
402
Savior LLC
Massachusetts
$5K +$102 +4 +2%
TAIM
403
TD Ameritrade Investment Management
Nebraska
$5K +$4.12K +161 +96%
JPLA
404
Joseph P. Lucia & Associates
New York
$5K +$5.12K +200 New
Nisa Investment Advisors
405
Nisa Investment Advisors
Missouri
$4.38K +$383K +14,989 +9%
HR
406
Howe & Rusling
New York
$4K
LWM
407
Liberty Wealth Management
California
$4K
LWA
408
Lowe Wealth Advisors
Maryland
$4K
ME
409
McIlrath & Eck
Washington
$4K
EBA
410
Eagle Bay Advisors
New York
$4K +$4.4K +172 New
EARNEST Partners
411
EARNEST Partners
Georgia
$3K
LC
412
Lindbrook Capital
California
$3K +$512 +20 +19%
JWM
413
Janiczek Wealth Management
Colorado
$2K
LPWM
414
Lake Point Wealth Management
Texas
$2K
EI
415
Ellevest Inc
New York
$2K +$384 +15 +19%
EVM
416
Eaton Vance Management
Massachusetts
$2K +$46K +1,800 +2,500%
VCM
417
Versant Capital Management
Arizona
$1K -$1.02K -40 -44%
AssetMark Inc
418
AssetMark Inc
California
$1K -$998 -39 -65%
FRA
419
Front Row Advisors
California
$1K
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$1K
PMFA
421
Plante Moran Financial Advisors
Michigan
$1K
HI
422
Hudock Inc
Pennsylvania
$1K +$26 +1 +2%
TPCW
423
TD Private Client Wealth
New York
$854
BBHC
424
Brown Brothers Harriman & Co
New York
$6
Massachusetts Financial Services
425
Massachusetts Financial Services
Massachusetts
-$30M -1,146,027 Closed

STWD Hedge Fund Activity: Q3 2021 in Review

425 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2021, worth a combined $3.21B — down 10% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new STWD positions and 33 closed out — a net gain of 14 holders — while 160 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $9.98M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $30M sold.

  • 425 institutional investors held Starwood Property Trust (STWD) as of Q3 2021, up from 416 in Q2 2021.
  • Funds reported $3.21B of Starwood Property Trust stock for Q3 2021, down 10% quarter-over-quarter.
  • 47 funds opened new Starwood Property Trust positions in Q3 2021 and 33 closed out, a net change of +14 holders.
  • The largest Starwood Property Trust buyer in Q3 2021 was JP Morgan Private Wealth Advisors, an estimated $9.98M added.
  • The largest Starwood Property Trust seller in Q3 2021 was Massachusetts Financial Services, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2021.