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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
PCFFS
401
Pacific Center for Financial Services
California
$25.2K
CPG
402
Cornerstone Planning Group
New Jersey
$24.5K +$196 +10 +0.9%
TCG
403
Transcendent Capital Group
Oklahoma
$22K +$20.6K +1,048 New
SIC
404
Salem Investment Counselors
North Carolina
$21.5K -$196 -10 -1%
AAG
405
Armstrong Advisory Group
Massachusetts
$21.1K
BBHC
406
Brown Brothers Harriman & Co
New York
$21K
OCM
407
Orion Capital Management
California
$21K
TCOV
408
Trust Company of Vermont
Vermont
$21K
WTA
409
Washington Trust Advisors
Massachusetts
$21K
TVAMP
410
Tennessee Valley Asset Management Partners
Tennessee
$21K +$19.6K +1,000 New
HWA
411
Heritage Wealth Advisors
Virginia
$20K +$18.7K +950 New
SWA
412
SOA Wealth Advisors
New York
$19.8K +$18.5K +940 New
CAM
413
Chesapeake Asset Management
New York
$18.9K
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$18.7K +$432 +22 +3%
JFGIW
415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.7K +$16.2K +825 New
AF
416
Advisornet Financial
Minnesota
$17.7K +$844 +43 +5%
MIFH
417
Migdal Insurance & Financial Holdings
Israel
$17K
CMA
418
Cedar Mountain Advisors
Oregon
$16.8K
CP
419
Castleview Partners
Texas
$16.2K
RCM
420
Raleigh Capital Management
North Carolina
$15.9K +$1.08K +55 +8%
VWM
421
Venturi Wealth Management
Texas
$14.9K
PE
422
Point72 Europe
United Kingdom
$14.8K +$13.8K +702 New
AWM
423
AllSquare Wealth Management
New York
$14.7K
HI
424
Harbour Investments
Wisconsin
$13.2K +$118 +6 +1%
QC
425
Quent Capital
New York
$11.9K -$3.71K -189 -25%

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.