We are live on ! Find out more
STWD icon

Starwood Property Trust
STWD

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: 6 → 7 (+1)

13% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 150

7% more funds holding

Funds holding: 452 → 483 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$134M
2
JP Morgan Chase
JP Morgan Chase
New York
+$56M
3
Northern Trust
Northern Trust
Illinois
+$24.5M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$20.1M
5
WCP
Waterfront Capital Partners
New York
+$14.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$34M
2
Ameriprise
Ameriprise
Minnesota
-$18.7M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$17.2M
4
First Trust Advisors
First Trust Advisors
Illinois
-$9.36M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
451
Coppell Advisory Solutions
Texas
$4.2K -$236 -12 -6%
AWM
452
Avior Wealth Management
Nebraska
$4.2K – – –
NSIM
453
North Star Investment Management
Illinois
$4.2K – – –
RMC
454
Resources Management Corp
Connecticut
$4K – – –
TAM
455
Tucker Asset Management
Colorado
$3.89K – – –
LWA
456
Lowe Wealth Advisors
Maryland
$3.78K – – –
JWM
457
Janiczek Wealth Management
Colorado
$3.73K -$4.93K -251 -59%
ME
458
McIlrath & Eck
Washington
$3.7K – – –
CJ
459
Caitlin John
Michigan
$3.63K +$3.32K +169 New
AWM
460
Activest Wealth Management
Florida
$3.47K +$79 +4 +2%
BGAI
461
Bruce G. Allen Investments
Colorado
$3.05K +$2.85K +145 New
SFA
462
Semmax Financial Advisors
North Carolina
$3K +$59 +3 +2%
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$2.63K – – –
CSC
464
Caldwell Sutter Capital
California
$2.56K – – –
HIA
465
Harbor Investment Advisory
Maryland
$2.1K – – –
HFM
466
Hartford Financial Management
Connecticut
$2.1K – – –
AP
467
Aspect Partners
Virginia
$2.1K +$1.96K +100 New
NMG
468
New Millennium Group
Utah
$2.1K +$1.96K +100 New
CAL
469
Capital Advisors Ltd
Ohio
$2K +$1.12K +57 +154%
AW
470
Avion Wealth
Texas
$2K +$1.18K +60 +200%
CG
471
Cutler Group
California
$2K +$1.96K +100 New
FIA
472
FNY Investment Advisers
New York
$2K +$1.96K +100 New
FFO
473
Fortitude Family Office
Arizona
$1.79K +$1.67K +85 New
CHA
474
Carmichael Hill & Associates
Maryland
$1.26K -$2.47K -126 -68%
PWMG
475
Private Wealth Management Group
New Jersey
$1.24K +$1.16K +59 New
17 18
19
20 21

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.