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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$7.92M -$3.49M -177,859 -32%
SHA
52
Seneca House Advisors
Virginia
$7.9M -$254K -12,950 -3%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$7.83M +$32.9K +1,674 +0.5%
First Trust Advisors
54
First Trust Advisors
Illinois
$7.51M -$9.36M -476,724 -57%
Barclays
55
Barclays
United Kingdom
$7.36M +$3.7M +188,634 +117%
IP
56
Interval Partners
New York
$7.34M +$4.4M +224,175 +179%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$6.92M -$276K -14,054 -4%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$6.9M +$207K +10,526 +3%
IF
59
Insight Folios
North Carolina
$6.86M +$359K +18,278 +6%
MOACM
60
Mutual of America Capital Management
New York
$6.61M +$410K +20,865 +7%
Stifel Financial
61
Stifel Financial
Missouri
$6.59M -$1.16M -58,847 -16%
SHFP
62
Second Half Financial Partners
Florida
$6.54M +$336K +17,133 +6%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$6.2M -$409K -20,809 -7%
Osaic Holdings
64
Osaic Holdings
Arizona
$6.18M +$376K +19,134 +7%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.1M -$130K -6,641 -2%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$5.86M +$612K +31,153 +13%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$5.66M -$303K -15,416 -5%
SWIG
68
Strategic Wealth Investment Group
Kentucky
$5.59M +$20.2K +1,029 +0.4%
TPSF
69
Texas Permanent School Fund
Texas
$5.4M +$92.2K +4,697 +2%
HIP
70
HUB Investment Partners
Texas
$5.32M +$4.97M +253,110 New
Corient Private Wealth
71
Corient Private Wealth
Florida
$5.28M +$1.26M +63,939 +34%
Franklin Resources
72
Franklin Resources
California
$5.17M -$2.04M -103,698 -30%
BIM
73
Bridgecreek Investment Management
Oklahoma
$5.14M -$379K -19,275 -7%
William Blair & Company
74
William Blair & Company
Illinois
$5.08M +$596K +30,356 +14%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$4.99M -$113K -5,769 -2%

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.