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Starwood Property Trust

452 hedge funds and large institutions have $2.94B invested in Starwood Property Trust in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $108M | Put options by funds: $81.3M

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0% less funds holding

Funds holding: 453452 (-1)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$114M)

1.87% less ownership

Funds ownership: 50.39%48.51% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 168

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
43
Increased
138
Reduced
168
Closed
39
Calls
$108M
Puts
$81.3M
Net Calls
+$26.3M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$16.1M -$7.35M -362,445 -30%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$15.4M -$1.49M -73,501 -8%
VWM
28
Valley Wealth Managers
New Jersey
$13.8M -$442K -21,795 -3%
Invesco
29
Invesco
Georgia
$13.6M -$642K -31,683 -4%
UBS Group
30
UBS Group
Switzerland
$13.4M -$241K -11,906 -2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$13.3M +$195K +9,600 +1%
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$12.8M -$153K -7,553 -1%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$11.1M -$102K -5,034 -0.9%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$10.7M -$102K -5,042 -0.9%
CW
35
Connectus Wealth
Ohio
$10.6M -$102K -5,036 -0.9%
CS
36
Credit Suisse
Switzerland
$10.1M -$30.1K -1,485 -0.3%
Legal & General Group
37
Legal & General Group
United Kingdom
$10.1M -$316K -15,584 -3%
Macquarie Group
38
Macquarie Group
Australia
$9.5M -$121K -5,954 -1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8.81M -$1.14M -56,321 -11%
PI
40
Putnam Investments
Massachusetts
$8.72M +$281K +13,843 +3%
AHC
41
Adell Harriman & Carpenter
Texas
$8.46M +$231K +11,390 +3%
AllianceBernstein
42
AllianceBernstein
Tennessee
$8.44M -$442K -21,786 -5%
UBS AM
43
UBS AM
Illinois
$8.35M +$420K +20,722 +5%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$8.32M -$17.3M -854,169 -67%
SEI Investments
45
SEI Investments
Pennsylvania
$8.17M +$28.4K +1,403 +0.3%
LPL Financial
46
LPL Financial
California
$8.15M +$285K +14,032 +3%
AIG
47
American International Group
New York
$8.1M -$1.05M -51,958 -11%
SHA
48
Seneca House Advisors
Virginia
$7.41M -$188K -9,285 -2%
Stifel Financial
49
Stifel Financial
Missouri
$7.21M -$326K -16,069 -4%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$7.18M -$632K -31,177 -8%

STWD Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2023, worth a combined $2.94B — down 3.7% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new STWD positions and 39 closed out — a net gain of 4 holders — while 138 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $27.4M. The largest seller was Jane Street, cutting an estimated $23.4M.

  • 452 institutional investors held Starwood Property Trust (STWD) as of Q3 2023, down from 453 in Q2 2023.
  • Funds reported $2.94B of Starwood Property Trust stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 43 funds opened new Starwood Property Trust positions in Q3 2023 and 39 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $27.4M added.
  • The largest Starwood Property Trust seller in Q3 2023 was Jane Street, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2023.