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
Citadel Advisors
26
Citadel Advisors
Florida
$16.1M +$10.9M +557,109 +264%
WCP
27
Waterfront Capital Partners
New York
$16M +$14.9M +761,051 New
VWM
28
Valley Wealth Managers
New Jersey
$15.3M +$227K +11,571 +2%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$14.3M -$5.29M -269,510 -28%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$14.1M +$196K +10,000 +2%
NI
31
NFC Investments
Tennessee
$13.2M +$12.4M +629,741 New
UBS Group
32
UBS Group
Switzerland
$13.1M -$1.33M -67,870 -10%
Swiss National Bank
33
Swiss National Bank
Switzerland
$13M -$1.37M -69,600 -10%
CS
34
Credit Suisse
Switzerland
$12.2M +$1.07M +54,550 +10%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$11.2M -$821K -41,792 -7%
CW
36
Connectus Wealth
Ohio
$11.2M -$297K -15,106 -3%
Legal & General Group
37
Legal & General Group
United Kingdom
$10.7M -$192K -9,787 -2%
Goldman Sachs
38
Goldman Sachs
New York
$10.3M +$2.52M +128,420 +35%
Macquarie Group
39
Macquarie Group
Australia
$10.2M -$118K -5,986 -1%
LPL Financial
40
LPL Financial
California
$10M +$1.11M +56,512 +13%
SEI Investments
41
SEI Investments
Pennsylvania
$9.76M +$825K +42,034 +10%
PI
42
Putnam Investments
Massachusetts
$9.47M
UBS AM
43
UBS AM
Illinois
$9.46M +$369K +18,808 +4%
PFM
44
Premier Fund Managers
United Kingdom
$9.28M +$8.54M +435,000 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$9.25M +$71.8K +3,656 +0.8%
MOS
46
MGO One Seven
Ohio
$9.2M +$7.68M +391,087 +837%
Hudson Bay Capital Management
47
Hudson Bay Capital Management
Connecticut
$9.09M +$8.49M +432,424 New
AHC
48
Adell Harriman & Carpenter
Texas
$8.6M -$544K -27,705 -6%
AIG
49
American International Group
New York
$8.45M -$328K -16,698 -4%
Jane Street
50
Jane Street
New York
$8.09M +$4.77M +242,766 +171%

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.