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Starwood Property Trust
STWD

492 hedge funds and large institutions have $2.86B invested in Starwood Property Trust in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $145M | Put options by funds: $95.3M

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

19% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 150

2% more funds holding

Funds holding: 481 → 492 (+11)

1.59% less ownership

Funds ownership: 49.25% → 47.66% (-1.6%)

9% less capital invested

Capital invested by funds: $3.14B → $2.86B (-$281M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
178
Reduced
150
Closed
56
Calls
$145M
Puts
$95.3M
Net Calls
+$49.5M
Net Calls Change
+$20.5M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.3M
3
Ameriprise
Ameriprise
Minnesota
+$9.47M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$7.2M
5
Northern Trust
Northern Trust
Illinois
+$6.5M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$51.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$24.7M
3
SSA
Schonfeld Strategic Advisors
New York
-$15.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$15.1M
5
WCP
Waterfront Capital Partners
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
Abound Wealth Management
Tennessee
$4.74K – – –
TCM
452
TD Capital Management
Tennessee
$4.62K – – –
AAP
453
Arax Advisory Partners
Colorado
$4.47K – – –
Jones Financial Companies
454
Jones Financial Companies
Missouri
$4.07K +$2.08K +107 +99%
CAL
455
Capital Advisors Ltd
Ohio
$4K +$1.79K +92 +98%
HWA
456
HHM Wealth Advisors
Tennessee
$3.92K – – –
NSIM
457
North Star Investment Management
Illinois
$3.79K – – –
OIA
458
Optimum Investment Advisors
Illinois
$3.79K – – –
CAS
459
Coppell Advisory Solutions
Texas
$3.79K +$3.9K +200 New
LWA
460
Lowe Wealth Advisors
Maryland
$3.41K – – –
ME
461
McIlrath & Eck
Washington
$3.33K – – –
SAM
462
Smartleaf Asset Management
Massachusetts
$3.31K +$2.85K +146 +541%
SFA
463
Semmax Financial Advisors
North Carolina
$3.26K +$78 +4 +2%
CJ
464
Caitlin John
Michigan
$3.2K – – –
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$2.37K – – –
BTI
466
Blue Trust Inc
Georgia
$2.34K +$2.24K +115 New
CSC
467
Caldwell Sutter Capital
California
$2.31K – – –
JWM
468
Janiczek Wealth Management
Colorado
$2.14K – – –
WWP
469
WR Wealth Planners
Missouri
$2.1K +$58 +3 +3%
CIAS
470
CBIZ Investment Advisory Services
Ohio
$1.99K +$39 +2 +2%
GEA
471
Glen Eagle Advisors
New Jersey
$1.89K -$5.84K -300 -75%
AP
472
Aspect Partners
Virginia
$1.89K – – –
FFO
473
Fortitude Family Office
Arizona
$1.61K – – –
ANBT
474
American National Bank & Trust
Texas
$1.51K +$1.56K +80 New
LI
475
LRI Investments
Florida
$1.46K – – –
17 18
19
20 21

STWD Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2024, worth a combined $2.86B — down 9% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new STWD positions and 56 closed out — a net gain of 18 holders — while 178 added to existing stakes and 150 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $27.2M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $51.2M.

  • 492 institutional investors held Starwood Property Trust (STWD) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $2.86B of Starwood Property Trust stock for Q2 2024, down 9% quarter-over-quarter.
  • 74 funds opened new Starwood Property Trust positions in Q2 2024 and 56 closed out, a net change of +18 holders.
  • The largest Starwood Property Trust buyer in Q2 2024 was HighTower Advisors, an estimated $27.2M added.
  • The largest Starwood Property Trust seller in Q2 2024 was Cardinal Capital Management LLC (Connecticut), an estimated $51.2M sold.

Based on aggregated 13F filings for Q2 2024.