We are live on ! Find out more
STWD icon

Starwood Property Trust
STWD

492 hedge funds and large institutions have $2.86B invested in Starwood Property Trust in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $145M | Put options by funds: $95.3M

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

19% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 150

2% more funds holding

Funds holding: 481 → 492 (+11)

1.59% less ownership

Funds ownership: 49.25% → 47.66% (-1.6%)

9% less capital invested

Capital invested by funds: $3.14B → $2.86B (-$281M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
178
Reduced
150
Closed
56
Calls
$145M
Puts
$95.3M
Net Calls
+$49.5M
Net Calls Change
+$20.5M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.3M
3
Ameriprise
Ameriprise
Minnesota
+$9.47M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$7.2M
5
Northern Trust
Northern Trust
Illinois
+$6.5M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$51.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$24.7M
3
SSA
Schonfeld Strategic Advisors
New York
-$15.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$15.1M
5
WCP
Waterfront Capital Partners
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
201
Aigen Investment Management
New York
$809K +$832K +42,725 New
PA
202
Parallel Advisors
California
$809K +$129K +6,646 +18%
GA
203
GoalVest Advisory
New York
$808K +$61.5K +3,156 +8%
AG
204
AIA Group
Hong Kong
$799K +$26.5K +1,362 +3%
RFA
205
Register Financial Advisors
Georgia
$783K -$18K -925 -2%
AWM
206
Accel Wealth Management
Iowa
$770K -$9.33K -479 -1%
AAS
207
Ameritas Advisory Services
Nebraska
$760K -$63.1K -3,241 -7%
ECM
208
Evergreen Capital Management
Washington
$754K +$111K +5,697 +17%
Marshall Wace
209
Marshall Wace
United Kingdom
$748K +$475K +24,357 +161%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$744K -$370K -18,989 -33%
SPA
211
Sherbrooke Park Advisers
New York
$732K +$753K +38,654 New
IWA
212
Icon Wealth Advisors
Texas
$730K +$60.4K +3,100 +9%
WCM
213
WealthBridge Capital Management
Ohio
$711K +$19.7K +1,012 +3%
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$710K -$79.3K -4,072 -10%
NYLIM
215
New York Life Investment Management
New York
$686K +$706K +36,229 New
SIMG
216
Sonora Investment Management Group
Arizona
$686K – – –
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$670K -$72.4K -3,715 -10%
RSC
218
Red Spruce Capital
Pennsylvania
$666K +$58.5K +3,002 +9%
PVM
219
Palogic Value Management
Texas
$661K +$44.3K +2,271 +7%
MA
220
Mutual Advisors
Nebraska
$660K +$39.7K +2,036 +7%
VPIM
221
Vanguard Personalized Indexing Management
California
$658K +$65.6K +3,366 +11%
GRP
222
Global Retirement Partners
California
$656K +$7.74K +397 +1%
HCMT
223
Highland Capital Management (Tennessee)
Tennessee
$648K +$666K +34,200 New
HB
224
HTLF Bank
Colorado
$647K -$19.4K -995 -3%
1IA
225
1620 Investment Advisors
Massachusetts
$642K +$638K +32,721 +2,809%
7 8
9
10 11

STWD Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2024, worth a combined $2.86B — down 9% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new STWD positions and 56 closed out — a net gain of 18 holders — while 178 added to existing stakes and 150 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $27.2M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $51.2M.

  • 492 institutional investors held Starwood Property Trust (STWD) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $2.86B of Starwood Property Trust stock for Q2 2024, down 9% quarter-over-quarter.
  • 74 funds opened new Starwood Property Trust positions in Q2 2024 and 56 closed out, a net change of +18 holders.
  • The largest Starwood Property Trust buyer in Q2 2024 was HighTower Advisors, an estimated $27.2M added.
  • The largest Starwood Property Trust seller in Q2 2024 was Cardinal Capital Management LLC (Connecticut), an estimated $51.2M sold.

Based on aggregated 13F filings for Q2 2024.