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Starwood Property Trust

481 hedge funds and large institutions have $3.14B invested in Starwood Property Trust in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $114M | Put options by funds: $85.3M

20% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 141

15% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 55

0% less funds holding

Funds holding: 483481 (-2)

2.83% less ownership

Funds ownership: 52.08%49.25% (-2.8%)

9% less capital invested

Capital invested by funds: $3.43B → $3.14B (-$295M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
481
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.93%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
63
Increased
169
Reduced
141
Closed
55
Calls
$114M
Puts
$85.3M
Net Calls
+$28.9M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
176
HSBC Holdings
United Kingdom
$1.1M +$897K +44,298 +451%
PCM
177
Penserra Capital Management
California
$1.1M +$106K +5,227 +11%
OC
178
Oppenheimer & Co
New York
$1.06M +$70.8K +3,497 +7%
Creative Planning
179
Creative Planning
Kansas
$1.06M +$281K +13,864 +36%
EGA
180
E&G Advisors
Texas
$1.04M -$4.05K -200 -0.4%
HG
181
Herbst Group
Connecticut
$1.04M -$95.1K -4,700 -8%
URS
182
Utah Retirement Systems
Utah
$1.03M -$2.02K -100 -0.2%
WDC
183
Woodward Diversified Capital
California
$1.01M +$162K +8,000 +19%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$1.01M +$45.5K +2,247 +5%
CF
185
Centaurus Financial
California
$1.01M +$196K +9,702 +24%
GIM
186
Grassi Investment Management
California
$998K
AAA
187
Adams Asset Advisors
Texas
$997K
GA
188
GFS Advisors
Texas
$953K
CA
189
Carson Advisory
Georgia
$911K
Bessemer Group
190
Bessemer Group
New Jersey
$908K -$61.7K -3,050 -6%
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$902K -$7.85K -388 -0.9%
SWA
192
Stratos Wealth Advisors
Ohio
$894K +$175K +8,626 +24%
Cerity Partners
193
Cerity Partners
New York
$892K +$372K +18,395 +72%
AIS
194
AM Investment Strategies
Tennessee
$890K +$257K +12,714 +41%
AAS
195
Ameritas Advisory Services
Nebraska
$872K +$878K +43,373 New
RFA
196
Register Financial Advisors
Georgia
$860K +$4.27K +211 +0.5%
KA
197
Kovack Advisors
Florida
$855K +$326K +16,106 +62%
DAS
198
Diversify Advisory Services
Utah
$851K +$862K +42,563 New
Pictet Asset Management
199
Pictet Asset Management
Switzerland
$845K +$81.3K +4,016 +11%
A
200
AlphaQuest
New York
$841K +$837K +41,353 New

STWD Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2024, worth a combined $3.14B — down 8.6% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new STWD positions and 55 closed out — a net gain of 8 holders — while 169 added to existing stakes and 141 trimmed.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 481 institutional investors held Starwood Property Trust (STWD) as of Q1 2024, down from 483 in Q4 2023.
  • Funds reported $3.14B of Starwood Property Trust stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 63 funds opened new Starwood Property Trust positions in Q1 2024 and 55 closed out, a net change of +8 holders.
  • The largest Starwood Property Trust buyer in Q1 2024 was Schonfeld Strategic Advisors, an estimated $13.4M added.
  • The largest Starwood Property Trust seller in Q1 2024 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2024.