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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
GA
201
GoalVest Advisory
New York
$736K -$227K -12,755 -25%
X
202
Xponance
Pennsylvania
$725K -$55.3K -3,111 -8%
C
203
Certuity
Florida
$718K +$14.9K +839 +2%
SS
204
Sunbelt Securities
Texas
$717K +$199K +11,190 +43%
MFS
205
Mirabella Financial Services
United Kingdom
$711K +$651K +36,625 New
KA
206
Kovack Advisors
Florida
$711K +$55.4K +3,116 +9%
WC
207
Weil Company
California
$694K -$292K -16,460 -32%
TSS
208
Two Sigma Securities
New York
$690K +$632K +35,560 New
CF
209
Centaurus Financial
California
$686K -$12.8K -720 -2%
IWP
210
Icon Wealth Partners
Texas
$667K +$307K +17,275 +101%
1IA
211
1620 Investment Advisors
Massachusetts
$666K +$6.56K +369 +1%
CIBC World Market
212
CIBC World Market
Ontario, Canada
$656K -$10.6K -595 -2%
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$656K +$6.49K +365 +1%
CCA
214
Childress Capital Advisors
Texas
$652K
BEAM
215
Baker Ellis Asset Management
Washington
$650K -$35.5K -2,000 -6%
PAMS
216
Pictet Asset Management (Switzerland)
Switzerland
$648K -$55.2K -3,108 -9%
EW
217
Element Wealth
Mississippi
$643K -$2.74K -154 -0.5%
LFAS
218
Level Four Advisory Services
Texas
$628K +$47.8K +2,691 +9%
ICA
219
Infrastructure Capital Advisors
New York
$622K +$115K +6,454 +25%
DC
220
Davenport & Co
Virginia
$611K -$6.22K -350 -1%
RSC
221
Red Spruce Capital
Pennsylvania
$598K
PI
222
PEAK6 Investments
Illinois
$596K -$1.07M -60,231 -66%
WFA
223
WMG Financial Advisors
Tennessee
$592K +$70.7K +3,980 +15%
Creative Planning
224
Creative Planning
Kansas
$590K -$426 -24 -0.1%
WCM
225
WealthBridge Capital Management
Ohio
$584K +$38K +2,141 +8%

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.