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Starwood Property Trust

452 hedge funds and large institutions have $2.94B invested in Starwood Property Trust in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $108M | Put options by funds: $81.3M

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0% less funds holding

Funds holding: 453452 (-1)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$114M)

1.87% less ownership

Funds ownership: 50.39%48.51% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 168

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
43
Increased
138
Reduced
168
Closed
39
Calls
$108M
Puts
$81.3M
Net Calls
+$26.3M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$992K +$256K +12,648 +33%
RFA
177
Register Financial Advisors
Georgia
$992K +$32.6K +1,607 +3%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$988K -$11.3K -557 -1%
URS
179
Utah Retirement Systems
Utah
$980K +$4.06K +200 +0.4%
GIM
180
Grassi Investment Management
California
$973K
WDC
181
Woodward Diversified Capital
California
$937K -$20 -1 -0%
HG
182
Herbst Group
Connecticut
$931K -$160K -7,900 -14%
OC
183
Oppenheimer & Co
New York
$913K -$15.7K -772 -2%
MOS
184
MGO One Seven
Ohio
$904K +$504K +24,841 +113%
PCM
185
Penserra Capital Management
California
$901K +$87.1K +4,293 +10%
GA
186
GFS Advisors
Texas
$888K +$690K +34,010 +287%
PAG
187
Private Advisor Group
New Jersey
$880K -$14.9K -735 -2%
CA
188
Carson Advisory
Georgia
$847K -$9.13K -450 -1%
VPIM
189
Vanguard Personalized Indexing Management
California
$842K +$57.2K +2,822 +7%
DI
190
DFPG Investments
Utah
$829K -$11.8K -580 -1%
PCM
191
PenderFund Capital Management
British Columbia, Canada
$825K
HCMT
192
Highland Capital Management (Tennessee)
Tennessee
$824K
AWM
193
Accel Wealth Management
Iowa
$795K +$2.76K +136 +0.3%
Federated Hermes
194
Federated Hermes
Pennsylvania
$784K -$101K -4,985 -11%
SIC
195
Samalin Investment Counsel
New York
$774K -$12.5K -615 -2%
GA
196
GoalVest Advisory
New York
$761K +$27.7K +1,365 +4%
DBT
197
Dubuque Bank & Trust
Iowa
$759K -$20.5K -1,010 -3%
C
198
Certuity
Florida
$742K +$27.5K +1,354 +4%
CF
199
Centaurus Financial
California
$741K +$59.4K +2,930 +8%
State of Wisconsin Investment Board
200
State of Wisconsin Investment Board
Wisconsin
$724K +$261K +12,854 +52%

STWD Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2023, worth a combined $2.94B — down 3.7% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new STWD positions and 39 closed out — a net gain of 4 holders — while 138 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $27.4M. The largest seller was Jane Street, cutting an estimated $23.4M.

  • 452 institutional investors held Starwood Property Trust (STWD) as of Q3 2023, down from 453 in Q2 2023.
  • Funds reported $2.94B of Starwood Property Trust stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 43 funds opened new Starwood Property Trust positions in Q3 2023 and 39 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $27.4M added.
  • The largest Starwood Property Trust seller in Q3 2023 was Jane Street, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2023.