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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
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$2.41M +$573K +29,200 +34%
AT
127
Arden Trust
Delaware
$2.41M +$338K +17,216 +18%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$2.32M -$411K -20,954 -16%
LCM
129
LDR Capital Management
New York
$2.31M +$622K +31,689 +41%
SO
130
STRS Ohio
Ohio
$2.29M +$77.4K +3,939 +4%
RIL
131
Rothschild Investment LLC
Illinois
$2.26M +$33.4K +1,700 +2%
Brown Advisory
132
Brown Advisory
Maryland
$2.22M +$903K +45,983 +77%
TCBWMS
133
Texas Capital Bank Wealth Management Services
Texas
$2.18M -$491K -25,015 -19%
IFG
134
Independent Financial Group
California
$2.17M +$118K +6,027 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
135
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.14M +$2M +101,600 New
CCP
136
Carmel Capital Partners
California
$2.1M -$504K -25,656 -20%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$2.09M -$92.3K -4,700 -5%
CWM
138
CIBC World Markets
New York
$2.09M +$1.95M +99,459 New
WC
139
Waterloo Capital
Texas
$2.07M +$1.94M +98,637 New
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$2M -$102K -5,197 -5%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$1.86M
ASRS
142
Arizona State Retirement System
Arizona
$1.84M -$28K -1,427 -2%
KBC Group
143
KBC Group
Belgium
$1.82M +$32.5K +1,657 +2%
Truist Financial
144
Truist Financial
North Carolina
$1.77M -$494K -25,132 -23%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.76M +$7.86K +400 +0.5%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$1.76M -$9.82K -500 -0.6%
US Bancorp
147
US Bancorp
Minnesota
$1.7M +$92.1K +4,690 +6%
Connor, Clark & Lunn Investment Management (CC&L)
148
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.64M +$802K +40,829 +110%
HV
149
HST Ventures
Utah
$1.6M +$1.49M +75,924 New
AWS
150
Atria Wealth Solutions
New York
$1.56M -$35.1K -1,788 -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.