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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
Fidelity Investments
176
Fidelity Investments
Massachusetts
$967K +$474K +26,660 +115%
RFA
177
Register Financial Advisors
Georgia
$963K +$201K +11,318 +30%
WDC
178
Woodward Diversified Capital
California
$940K +$33.1K +1,860 +4%
DI
179
DFPG Investments
Utah
$939K -$29.3K -1,650 -4%
OC
180
Oppenheimer & Co
New York
$931K +$35.5K +1,995 +4%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$930K -$185K -10,435 -18%
AWM
182
Apollon Wealth Management
South Carolina
$926K -$60.7K -3,417 -7%
PAG
183
Private Advisor Group
New Jersey
$912K +$205K +11,554 +33%
Federated Hermes
184
Federated Hermes
Pennsylvania
$882K +$6.15K +346 +0.8%
Citadel Advisors
185
Citadel Advisors
Florida
$858K -$186K -10,441 -19%
CA
186
Carson Advisory
Georgia
$857K +$56K +3,150 +8%
NICM
187
Neo Ivy Capital Management
New York
$841K +$770K +43,356 New
HCMT
188
Highland Capital Management (Tennessee)
Tennessee
$826K +$107K +6,000 +16%
PCM
189
Penserra Capital Management
California
$820K +$308K +17,352 +70%
SIMG
190
Sonora Investment Management Group
Arizona
$815K +$66.8K +3,757 +10%
PCM
191
PenderFund Capital Management
British Columbia, Canada
$807K
AWM
192
Accel Wealth Management
Iowa
$795K +$15.4K +866 +2%
Parallax Volatility Advisers
193
Parallax Volatility Advisers
California
$790K +$724K +40,724 New
VPIM
194
Vanguard Personalized Indexing Management
California
$790K +$268K +15,097 +59%
SIC
195
Samalin Investment Counsel
New York
$788K -$43.1K -2,423 -6%
DBT
196
Dubuque Bank & Trust
Iowa
$781K -$6.97K -392 -1%
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$761K +$502K +28,237 +257%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$750K -$69.7K -3,924 -9%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$749K
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$738K

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.