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Starwood Property Trust

453 hedge funds and large institutions have $3.06B invested in Starwood Property Trust in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 170 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 148

8% more capital invested

Capital invested by funds: $2.82B → $3.06B (+$236M)

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 455453 (-2)

1.01% less ownership

Funds ownership: 51.4%50.39% (-1%)

69% less call options, than puts

Call options by funds: $57.1M | Put options by funds: $183M

Holders
453
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
7.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
170
Reduced
148
Closed
51
Calls
$57.1M
Puts
$183M
Net Calls
-$126M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
101
Clough Capital Partners
Massachusetts
$2.87M -$203K -11,400 -7%
BFG
102
Bleakley Financial Group
New Jersey
$2.85M +$63.5K +3,576 +2%
SS
103
Simplicity Solutions
Minnesota
$2.85M +$63.5K +3,576 +2%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$2.81M -$2.79M -156,870 -52%
CA
105
Corrado Advisors
New Jersey
$2.73M +$421K +23,715 +20%
LSPW
106
Lake Street Private Wealth
Illinois
$2.73M +$5.78K +325 +0.2%
FWM
107
Focused Wealth Management
New York
$2.71M +$142K +8,008 +6%
LSAG
108
Lake Street Advisors Group
New Hampshire
$2.67M
BRWA
109
B. Riley Wealth Advisors
Florida
$2.64M +$6.93K +390 +0.3%
SW
110
SkyOak Wealth
Michigan
$2.59M -$12.3K -695 -0.5%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.59M -$211K -11,890 -8%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$2.55M +$1.36M +76,766 +141%
AAA
113
Adams Asset Advisors
Texas
$2.5M +$184K +10,377 +9%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$2.5M +$19K +1,070 +0.8%
TCBWMS
115
Texas Capital Bank Wealth Management Services
Texas
$2.45M +$406K +22,845 +22%
Fidelity International
116
Fidelity International
Bermuda
$2.42M -$666K -37,482 -23%
APF
117
Alaska Permanent Fund
Alaska
$2.38M +$2.18M +122,900 New
ACM
118
Aljian Capital Management
Nevada
$2.37M +$796K +44,775 +58%
TC
119
Truvestments Capital
Florida
$2.35M +$109K +6,107 +5%
CC
120
Claybrook Capital
Massachusetts
$2.33M +$67.3K +3,790 +3%
HighTower Advisors
121
HighTower Advisors
Illinois
$2.26M -$5.58K -314 -0.3%
CCP
122
Carmel Capital Partners
California
$2.23M +$412K +23,211 +25%
RA
123
RFG Advisory
Alabama
$2.14M +$51.1K +2,878 +3%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$1.98M +$99.7K +5,609 +6%
RIL
125
Rothschild Investment LLC
Illinois
$1.98M -$97.7K -5,500 -5%

STWD Hedge Fund Activity: Q2 2023 in Review

453 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2023, worth a combined $3.06B — up 8.4% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new STWD positions and 51 closed out — a net gain of 2 holders — while 170 added to existing stakes and 148 trimmed.

The largest buyer was Millennium Management, adding an estimated $37.6M. The largest seller was 1832 Asset Management, cutting an estimated $27.5M.

  • 453 institutional investors held Starwood Property Trust (STWD) as of Q2 2023, down from 455 in Q1 2023.
  • Funds reported $3.06B of Starwood Property Trust stock for Q2 2023, up 8.4% quarter-over-quarter.
  • 53 funds opened new Starwood Property Trust positions in Q2 2023 and 51 closed out, a net change of +2 holders.
  • The largest Starwood Property Trust buyer in Q2 2023 was Millennium Management, an estimated $37.6M added.
  • The largest Starwood Property Trust seller in Q2 2023 was 1832 Asset Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2023.