We are live on ! Find out more
STWD icon

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
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$11.2K -$412 -21 -4%
BWM
427
Baystate Wealth Management
Massachusetts
$11K +$9.82K +500 +2,083%
DAM
428
Delta Asset Management
Tennessee
$10.5K
GWM
429
Geneos Wealth Management
Colorado
$10.5K
AP
430
Advisors Preferred
Maryland
$10.2K -$2.02K -103 -18%
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$10K
HGERS
432
Householder Group Estate & Retirement Specialist
Arizona
$10K
APC
433
Aspire Private Capital
North Carolina
$9.84K
VNA
434
Valley National Advisers
Pennsylvania
$9K +$8.74K +445 New
MA
435
Montag & Associates
Georgia
$8.6K
AA
436
AlphaMark Advisors
Kentucky
$8K
DMKJ
437
David M. Knott Jr
$8K
HBW
438
Hazlett, Burt & Watson
West Virginia
$8K
BC
439
Barrett & Company
Rhode Island
$7.88K
Mitsubishi UFJ Asset Management
440
Mitsubishi UFJ Asset Management
Japan
$7.45K
GFPC
441
Global Financial Private Client
Florida
$6.94K
BIA
442
Bell Investment Advisors
California
$5.93K +$79 +4 +1%
SRCM
443
Signature Resources Capital Management
California
$5.82K +$5.44K +277 New
QL
444
Quarry LP
New York
$5.61K -$19K -968 -78%
AWM
445
Abound Wealth Management
Tennessee
$5.25K
CB
446
Community Bank
New York
$5.25K +$4.91K +250 New
TCM
447
TD Capital Management
Tennessee
$5.13K
AAP
448
Arax Advisory Partners
Colorado
$4.96K
GWS
449
Glassman Wealth Services
Virginia
$4.88K
FFA
450
Farther Finance Advisors
California
$4.62K -$7.4K -377 -63%

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.