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Starwood Property Trust
STWD

Overview Fund Activity

452 hedge funds and large institutions have $2.82B invested in Starwood Property Trust in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 191 increasing their positions, 107 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
71
Increased
191
Reduced
107
Closed
73
Calls
$62.4M
Puts
$191M
Net Calls
-$128M
Net Calls Change
-$131M

Top Buyers

1
BlackRock
1
BlackRock
New York
$525M
2
State Street
2
State Street
Massachusetts
$156M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$21.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$516M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$3.37M
3
CA
3
CapWealth Advisors
Tennessee
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
CCM
5
Cinctive Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
426
North Star Investment Management
Illinois
$3.54K – – –
AWM
427
Avior Wealth Management
Nebraska
$3.54K +$3.54K +200 New
CIA
428
Cape Investment Advisory
Georgia
$3.54K +$3.54K +200 New
QC
429
Quent Capital
New York
$3.34K – – –
CHA
430
Carmichael Hill & Associates
Maryland
$3.29K – – –
LWA
431
Lowe Wealth Advisors
Maryland
$3.18K – – –
ME
432
McIlrath & Eck
Washington
$3.11K – – –
AWM
433
Activest Wealth Management
Florida
$2.64K +$52 +3 +2%
EARNEST Partners
434
EARNEST Partners
Georgia
$2.51K – – –
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$2.03K +$2.03K +115 New
HFS
436
Hantz Financial Services
Michigan
$2K -$194K -12,712 -99%
TAIM
437
TD Ameritrade Investment Management
Nebraska
$2K – – –
GWSA
438
Global Wealth Strategies & Associates
Colorado
$1.96K +$1.96K +111 New
HFM
439
Hartford Financial Management
Connecticut
$1.77K – – –
HS
440
Horan Securities
United States
$1.04K +$1.04K +59 New
FRA
441
Front Row Advisors
California
$1K – – –
CAL
442
Capital Advisors Ltd
Ohio
$1K +$1K +60 New
TAM
443
Tucker Asset Management
Colorado
$885 -$885 -50 -50%
PMFA
444
Plante Moran Financial Advisors
Michigan
$885 – – –
BA
445
Bellwether Advisors
Nebraska
$854 +$18 +1 +2%
RA
446
Rise Advisors
New York
$760 +$18 +1 +2%
DA
447
Denali Advisors
California
$566 +$566 +32 New
AF
448
Advisornet Financial
Minnesota
$531 -$708 -40 -57%
2L
449
25 LLC
Missouri
$487 +$487 +29 New
AssetMark Inc
450
AssetMark Inc
California
$407 +$35 +2 +10%
16 17
18
19 20