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Starwood Property Trust

481 hedge funds and large institutions have $3.14B invested in Starwood Property Trust in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $114M | Put options by funds: $85.3M

20% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 141

15% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 55

0% less funds holding

Funds holding: 483481 (-2)

2.83% less ownership

Funds ownership: 52.08%49.25% (-2.8%)

9% less capital invested

Capital invested by funds: $3.43B → $3.14B (-$295M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
481
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.93%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
63
Increased
169
Reduced
141
Closed
55
Calls
$114M
Puts
$85.3M
Net Calls
+$28.9M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCG
401
Transcendent Capital Group
Oklahoma
$21.3K
AAG
402
Armstrong Advisory Group
Massachusetts
$21.1K
OCM
403
Orion Capital Management
California
$20.3K
TCOV
404
Trust Company of Vermont
Vermont
$20.3K
WTA
405
Washington Trust Advisors
Massachusetts
$20.3K
CA
406
Clearstead Advisors
Ohio
$20.3K +$20.2K +1,000 New
HWA
407
Heritage Wealth Advisors
Virginia
$19.3K
SWA
408
SOA Wealth Advisors
New York
$19.1K
CFFP
409
Center for Financial Planning
Michigan
$18.8K +$18.8K +927 New
GJIA
410
Glass Jacobson Investment Advisors
Maryland
$18.5K +$425 +21 +2%
MIFH
411
Migdal Insurance & Financial Holdings
Israel
$17K
AF
412
Advisornet Financial
Minnesota
$16.6K -$506 -25 -3%
CMA
413
Cedar Mountain Advisors
Oregon
$16.3K
CP
414
Castleview Partners
Texas
$15.6K
RCM
415
Raleigh Capital Management
North Carolina
$15.3K
NCTC
416
New Covenant Trust Company
Indiana
$15.2K +$15.1K +748 New
VWM
417
Venturi Wealth Management
Texas
$14.4K
AWM
418
AllSquare Wealth Management
New York
$14.2K
HI
419
Harbour Investments
Wisconsin
$12.8K +$121 +6 +1%
CI Investments Inc
420
CI Investments Inc
Ontario, Canada
$12K +$2.79K +138 +31%
QC
421
Quent Capital
New York
$11.5K
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$10.8K -$40 -2 -0.4%
EC
423
Elequin Capital
New York
$10.6K -$19.8K -978 -65%
CF
424
Concorde Financial
Texas
$10.4K +$10.1K +500 New
HGERS
425
Householder Group Estate & Retirement Specialist
Arizona
$10.4K

STWD Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2024, worth a combined $3.14B — down 8.6% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new STWD positions and 55 closed out — a net gain of 8 holders — while 169 added to existing stakes and 141 trimmed.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 481 institutional investors held Starwood Property Trust (STWD) as of Q1 2024, down from 483 in Q4 2023.
  • Funds reported $3.14B of Starwood Property Trust stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 63 funds opened new Starwood Property Trust positions in Q1 2024 and 55 closed out, a net change of +8 holders.
  • The largest Starwood Property Trust buyer in Q1 2024 was Schonfeld Strategic Advisors, an estimated $13.4M added.
  • The largest Starwood Property Trust seller in Q1 2024 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2024.