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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
DC
501
Diametric Capital
Massachusetts
-$256K -13,238 Closed
CCM
502
Canal Capital Management
Virginia
-$244K -12,611 Closed
UCFA
503
United Capital Financial Advisors
Texas
-$231K -11,949 Closed
LMIM
504
Lockheed Martin Investment Management
Maryland
-$236K -11,707 Closed
EFMC
505
Empire Financial Management Company
New York
-$224K -11,600 Closed
PCM
506
Prelude Capital Management
New York
-$219K -11,140 Closed
PI
507
PEAK6 Investments
Illinois
-$188K -9,586 Closed
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
-$163K -8,400 Closed
CCA
509
Catalyst Capital Advisors
New York
-$92.9K -4,800 Closed
Allspring Global Investments
510
Allspring Global Investments
North Carolina
-$88.8K -4,589 Closed
SCA
511
Stonebridge Capital Advisors
Minnesota
-$58K -3,000 Closed
HFS
512
HBC Financial Services
Washington
-$38K -2,000 Closed
Acadian Asset Management
513
Acadian Asset Management
Massachusetts
-$23K -1,231 Closed
RIA
514
Realta Investment Advisors
Delaware
-$23.3K -1,200 Closed
CT
515
Caldwell Trust
Florida
-$9.68K -500 Closed
OP
516
ORG Partners
Indiana
-$7.74K -400 Closed
OC
517
Oakworth Capital
Alabama
-$5.77K -298 Closed
TLA
518
Tanglewood Legacy Advisors
Texas
-$5.4K -279 Closed
BAAM
519
Baker Avenue Asset Management
California
-$3.37K -174 Closed
EARNEST Partners
520
EARNEST Partners
Georgia
-$2.75K -142 Closed
UB
521
UMB Bank
Missouri
-$1.3K -67 Closed
SIS
522
Sound Income Strategies
Florida
-$968 -50 Closed
FRA
523
Front Row Advisors
California
-$892 -45 Closed
DA
524
Denali Advisors
California
-$619 -32 Closed
LFA
525
LGT Financial Advisors
Texas
-$484 -25 Closed

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.