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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
HGERS
401
Householder Group Estate & Retirement Specialist
Arizona
$9.89K +$10.4K +511 New
CT
402
Caldwell Trust
Florida
$9.68K
DAM
403
Delta Asset Management
Tennessee
$9.68K
GWM
404
Geneos Wealth Management
Colorado
$9.68K
WOSD
405
WFA of San Diego
California
$9.68K
APC
406
Aspire Private Capital
North Carolina
$9.05K
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$9K +$730 +36 +9%
JWM
408
Janiczek Wealth Management
Colorado
$8.36K +$61 +3 +0.7%
DMKJ
409
David M. Knott Jr
$8K
HBW
410
Hazlett, Burt & Watson
West Virginia
$8K
MA
411
Montag & Associates
Georgia
$7.93K
OP
412
ORG Partners
Indiana
$7.74K -$1.05K -52 -12%
BC
413
Barrett & Company
Rhode Island
$7.26K
Mitsubishi UFJ Asset Management
414
Mitsubishi UFJ Asset Management
Japan
$7.02K +$7.36K +363 New
AA
415
AlphaMark Advisors
Kentucky
$7K
GFPC
416
Global Financial Private Client
Florida
$6.23K
OC
417
Oakworth Capital
Alabama
$5.77K
TLA
418
Tanglewood Legacy Advisors
Texas
$5.4K
BIA
419
Bell Investment Advisors
California
$5.38K +$771 +38 +16%
AWM
420
Abound Wealth Management
Tennessee
$4.84K
TCM
421
TD Capital Management
Tennessee
$4.72K
AAP
422
Arax Advisory Partners
Colorado
$4.57K
GWS
423
Glassman Wealth Services
Virginia
$4.49K
CAS
424
Coppell Advisory Solutions
Texas
$3.89K +$243 +12 +6%
AWM
425
Avior Wealth Management
Nebraska
$3.87K

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.