We are live on ! Find out more
STWD icon

Starwood Property Trust

425 hedge funds and large institutions have $3.21B invested in Starwood Property Trust in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 160 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $29.6M

44% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 111

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 416425 (+9)

1.76% less ownership

Funds ownership: 47.47%45.71% (-1.8%)

10% less capital invested

Capital invested by funds: $3.57B → $3.21B (-$356M)

Holders
425
Holders Change
+9
Holders Change %
+2.16%
% of All Funds
7.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
47
Increased
160
Reduced
111
Closed
33
Calls
$81.7M
Puts
$29.6M
Net Calls
+$52.1M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$8.64M -$424K -16,575 -4%
PI
52
Putnam Investments
Massachusetts
$8.49M -$1.56K -61 -0%
First Trust Advisors
53
First Trust Advisors
Illinois
$8.43M -$568K -22,209 -6%
LWIC
54
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.37M +$105K +4,100 +1%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$8.32M +$507K +19,834 +6%
SEI Investments
56
SEI Investments
Pennsylvania
$7.89M +$220K +8,584 +3%
Stifel Financial
57
Stifel Financial
Missouri
$7.23M +$135K +5,263 +2%
PAG
58
Private Advisor Group
New Jersey
$6.75M +$2.82M +110,236 +66%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$6.46M -$489K -19,125 -7%
Legal & General Group
60
Legal & General Group
United Kingdom
$6.34M -$657K -25,698 -9%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$6.31M -$462K -18,056 -7%
SCA
62
Snowden Capital Advisors
New York
$6.15M +$185K +7,244 +3%
IF
63
Insight Folios
North Carolina
$5.95M +$81.4K +3,182 +1%
Amundi
64
Amundi
France
$5.93M -$12.2M -478,633 -66%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$5.81M +$1.91M +74,762 +46%
KPCM
66
Kings Point Capital Management
New York
$5.66M -$8.59K -336 -0.1%
BRCA
67
Birch Run Capital Advisors
Texas
$5.44M
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$5.4M +$23.6K +921 +0.4%
AHC
69
Adell Harriman & Carpenter
Texas
$5.32M +$1.83M +71,710 +49%
LPL Financial
70
LPL Financial
California
$5.29M +$571K +22,326 +11%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$5.13M -$506K -19,771 -9%
JAM
72
Jupiter Asset Management
United Kingdom
$5.13M -$53.9K -2,106 -1%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$4.92M -$2.04M -79,574 -28%
BU
74
Brown University
Rhode Island
$4.88M +$5.12M +200,000 New
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$4.77M +$341K +13,327 +7%

STWD Hedge Fund Activity: Q3 2021 in Review

425 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2021, worth a combined $3.21B — down 10% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new STWD positions and 33 closed out — a net gain of 14 holders — while 160 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $9.98M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $30M sold.

  • 425 institutional investors held Starwood Property Trust (STWD) as of Q3 2021, up from 416 in Q2 2021.
  • Funds reported $3.21B of Starwood Property Trust stock for Q3 2021, down 10% quarter-over-quarter.
  • 47 funds opened new Starwood Property Trust positions in Q3 2021 and 33 closed out, a net change of +14 holders.
  • The largest Starwood Property Trust buyer in Q3 2021 was JP Morgan Private Wealth Advisors, an estimated $9.98M added.
  • The largest Starwood Property Trust seller in Q3 2021 was Massachusetts Financial Services, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2021.