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Starwood Property Trust
STWD

Overview Fund Activity

454 hedge funds and large institutions have $2.92B invested in Starwood Property Trust in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 182 increasing their positions, 127 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
46
Increased
182
Reduced
127
Closed
58
Calls
$72.3M
Puts
$114M
Net Calls
-$41.3M
Net Calls Change
-$68.8M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$39.8M
2
Morgan Stanley
Morgan Stanley
New York
$149M
3
CW
Connectus Wealth
Ohio
$15.5M
4
Marshall Wace
Marshall Wace
United Kingdom
$36.4M
5
First Trust Advisors
First Trust Advisors
Illinois
$10M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.5M
2
N
Natixis
France
$960K
3
Citigroup
Citigroup
New York
$2.29M
4
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
426
Brown Brothers Harriman & Co
New York
$4K – – –
QC
427
Quent Capital
New York
$4K – – –
TAIM
428
TD Ameritrade Investment Management
Nebraska
$4K +$116 +5 +3%
HR
429
Howe & Rusling
New York
$3K -$18 -1 -0.6%
EARNEST Partners
430
EARNEST Partners
Georgia
$3K – – –
AWM
431
Activest Wealth Management
Florida
$3K +$63 +3 +2%
FGAM
432
Financial Gravity Asset Management
Texas
$2.59K +$2.59K +378 New
TAM
433
Tucker Asset Management
Colorado
$2.09K +$898 +43 +75%
JWM
434
Janiczek Wealth Management
Colorado
$2K – – –
HFM
435
Hartford Financial Management
Connecticut
$2K – – –
LPWM
436
Lake Point Wealth Management
Texas
$2K – – –
CWP
437
Concord Wealth Partners
Virginia
$2K – – –
CA
438
Crewe Advisors
Utah
$2K +$2K +94 New
CBT
439
CoreFirst Bank & Trust
Kansas
$2K +$2K +100 New
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$1.36K +$555 +25,095 +69%
MFT
441
Moisand Fitzgerald Tamayo
Florida
$1K -$1K -50 -50%
VCM
442
Versant Capital Management
Arizona
$1K – – –
FRA
443
Front Row Advisors
California
$1K – – –
PMFA
444
Plante Moran Financial Advisors
Michigan
$1K – – –
RA
445
Rise Advisors
New York
$1K +$1K +40 New
BIA
446
Bell Investment Advisors
California
$1K +$1K +71 New
BRWM
447
B. Riley Wealth Management
Tennessee
$966 -$1.09K -51,935 -53%
BPC
448
Banque Pictet & Cie
Switzerland
$616 +$616 +29,500 New
CP
449
Castleview Partners
Texas
$308 -$47.1K -764 -99%
LWIC
450
Leith Wheeler Investment Counsel
British Columbia, Canada
– -$7.94M -328,568 Closed
16 17
18
19 20