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Starwood Property Trust

453 hedge funds and large institutions have $3.06B invested in Starwood Property Trust in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 148

8% more capital invested

Capital invested by funds: $2.82B → $3.06B (+$236M)

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 455453 (-2)

1.01% less ownership

Funds ownership: 51.4%50.39% (-1%)

69% less call options, than puts

Call options by funds: $57.1M | Put options by funds: $183M

Holders
453
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
7.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
170
Reduced
148
Closed
51
Calls
$57.1M
Puts
$183M
Net Calls
-$126M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
401
Aspire Private Capital
North Carolina
$9.08K
OP
402
ORG Partners
Indiana
$8.77K +$8.03K +452 New
JWM
403
Janiczek Wealth Management
Colorado
$8.34K +$2.26K +127 +43%
DMKJ
404
David M. Knott Jr
$8K
HBW
405
Hazlett, Burt & Watson
West Virginia
$8K
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$8K +$7.11K +400 +2,500%
MA
407
Montag & Associates
Georgia
$7.95K
CPG
408
Cornerstone Planning Group
New Jersey
$7.73K +$7.07K +398 New
BC
409
Barrett & Company
Rhode Island
$7.28K
AA
410
AlphaMark Advisors
Kentucky
$7K
GFPC
411
Global Financial Private Client
Florida
$6.41K
RI
412
Ridgewood Investments
New Jersey
$5.82K
OC
413
Oakworth Capital
Alabama
$5.78K
TLA
414
Tanglewood Legacy Advisors
Texas
$5.41K
AWM
415
Abound Wealth Management
Tennessee
$4.85K
TCM
416
TD Capital Management
Tennessee
$4.73K
BIA
417
Bell Investment Advisors
California
$4.66K -$3.04K -171 -42%
AAP
418
Arax Advisory Partners
Colorado
$4.58K +$4.19K +236 New
GWS
419
Glassman Wealth Services
Virginia
$4.5K -$107 -6 -3%
AWM
420
Avior Wealth Management
Nebraska
$3.88K
NSIM
421
North Star Investment Management
Illinois
$3.88K
CAS
422
Coppell Advisory Solutions
Texas
$3.85K +$3.55K +200 New
WTC
423
WhitTier Trust Company
Nevada
$3.78K -$81.8K -4,605 -96%
CHA
424
Carmichael Hill & Associates
Maryland
$3.61K
LWA
425
Lowe Wealth Advisors
Maryland
$3.49K

STWD Hedge Fund Activity: Q2 2023 in Review

453 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2023, worth a combined $3.06B — up 8.4% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new STWD positions and 51 closed out — a net gain of 2 holders — while 170 added to existing stakes and 148 trimmed.

The largest buyer was Millennium Management, adding an estimated $37.6M. The largest seller was 1832 Asset Management, cutting an estimated $27.5M.

  • 453 institutional investors held Starwood Property Trust (STWD) as of Q2 2023, down from 455 in Q1 2023.
  • Funds reported $3.06B of Starwood Property Trust stock for Q2 2023, up 8.4% quarter-over-quarter.
  • 53 funds opened new Starwood Property Trust positions in Q2 2023 and 51 closed out, a net change of +2 holders.
  • The largest Starwood Property Trust buyer in Q2 2023 was Millennium Management, an estimated $37.6M added.
  • The largest Starwood Property Trust seller in Q2 2023 was 1832 Asset Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2023.