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Starwood Property Trust

499 hedge funds and large institutions have $3.15B invested in Starwood Property Trust in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 200 increasing their positions, 137 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

46% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 137

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more call options, than puts

Call options by funds: $104M | Put options by funds: $104M

0.18% less ownership

Funds ownership: 49.37%49.18% (-0.18%)

2% less funds holding

Funds holding: 507499 (-8)

7% less capital invested

Capital invested by funds: $3.37B → $3.15B (-$227M)

Holders
499
Holders Change
-8
Holders Change %
-1.58%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
65
Increased
200
Reduced
137
Closed
61
Calls
$104M
Puts
$104M
Net Calls
+$236K
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$856K -$164K -8,278 -15%
RFA
202
Register Financial Advisors
Georgia
$840K +$12K +604 +1%
GCM
203
Greenland Capital Management
New York
$834K -$1.21M -61,000 -58%
MOS
204
MGO One Seven
Ohio
$813K +$84.2K +4,252 +11%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$811K +$20.6K +1,042 +2%
PVM
206
Palogic Value Management
Texas
$808K +$142K +7,165 +20%
CA
207
Carson Advisory
Georgia
$806K -$9.91K -500 -1%
AWM
208
Accel Wealth Management
Iowa
$796K +$3.9K +197 +0.5%
FFA
209
Farther Finance Advisors
California
$777K +$3.57K +180 +0.4%
X
210
Xponance
Pennsylvania
$757K +$114K +5,759 +17%
VPIM
211
Vanguard Personalized Indexing Management
California
$737K -$320K -16,146 -29%
Federated Hermes
212
Federated Hermes
Pennsylvania
$732K +$94.8K +4,783 +14%
DAS
213
Diversify Advisory Services
Utah
$717K +$5.33K +269 +0.7%
AG
214
AIA Group
Hong Kong
$715K -$15.8K -796 -2%
VF
215
Virtu Financial
New York
$709K +$425K +21,476 +135%
GIM
216
Grassi Investment Management
California
$705K
BRWA
217
B. Riley Wealth Advisors
Florida
$701K -$131K -6,624 -16%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$692K -$7.03K -355 -1%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$674K +$125K +6,288 +21%
MA
220
Mutual Advisors
Nebraska
$671K +$30.9K +1,562 +5%
GC
221
GFG Capital
Florida
$667K +$215K +10,854 +45%
IWA
222
Icon Wealth Advisors
Texas
$663K -$41.6K -2,100 -6%
SG Americas Securities
223
SG Americas Securities
New York
$662K +$111K +5,588 +19%
RSC
224
Red Spruce Capital
Pennsylvania
$659K -$8K -404 -1%
HWAM
225
Hennion & Walsh Asset Management
New Jersey
$654K +$11.3K +571 +2%

STWD Hedge Fund Activity: Q4 2024 in Review

499 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2024, worth a combined $3.15B — down 6.7% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new STWD positions and 61 closed out — a net gain of 4 holders — while 200 added to existing stakes and 137 trimmed.

The largest buyer was Leeward Investments, opening a new position worth an estimated $25.9M. The largest seller was Long Pond Capital, exiting entirely with an estimated $52.1M sold.

  • 499 institutional investors held Starwood Property Trust (STWD) as of Q4 2024, down from 507 in Q3 2024.
  • Funds reported $3.15B of Starwood Property Trust stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 65 funds opened new Starwood Property Trust positions in Q4 2024 and 61 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q4 2024 was Leeward Investments, an estimated $25.9M added.
  • The largest Starwood Property Trust seller in Q4 2024 was Long Pond Capital, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2024.