We are live on ! Find out more
STWD icon

Starwood Property Trust

260 hedge funds and large institutions have $3.95B invested in Starwood Property Trust in 2013 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 70

11% more capital invested

Capital invested by funds: $3.56B → $3.95B (+$391M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0.53% less ownership

Funds ownership: 107.34%106.8% (-0.53%)

1% less funds holding

Funds holding: 262260 (-2)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

93% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $29.5M

Holders
260
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
8.43%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.45%
New
37
Increased
122
Reduced
70
Closed
34
Calls
$2.04M
Puts
$29.5M
Net Calls
-$27.5M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$421M +$109M +5,398,590 +33%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M +$36.5M +1,817,430 +18%
Morgan Stanley
3
Morgan Stanley
New York
$224M +$45.6M +2,269,643 +24%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$175M +$5.13M +254,953 +3%
O
5
OppenheimerFunds
New York
$164M +$35.7M +1,773,984 +26%
Goldman Sachs
6
Goldman Sachs
New York
$163M +$62.3M +3,096,713 +58%
SIG
7
Senator Investment Group
New York
$144M +$89.6M +4,455,974 +149%
BFA
8
BlackRock Fund Advisors
California
$141M +$23.1M +1,147,769 +19%
Jennison Associates
9
Jennison Associates
New York
$131M +$11.2M +555,592 +9%
EC
10
EJF Capital
Virginia
$105M +$37.6M +1,869,050 +53%
BIT
11
BlackRock Institutional Trust
California
$102M +$8.29M +412,140 +8%
Citadel Advisors
12
Citadel Advisors
Florida
$90.1M -$46.6M -2,319,433 -33%
Allianz Asset Management
13
Allianz Asset Management
Germany
$87.4M +$441K +21,924 +0.5%
Bank of America
14
Bank of America
North Carolina
$70.9M -$27.5M -1,366,502 -27%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$67.5M +$3.39M +168,636 +5%
ClearBridge Investments
16
ClearBridge Investments
New York
$58.4M +$42.4M +2,107,809 +231%
N
17
Nuveen
North Carolina
$57.6M +$21.5M +1,069,663 +56%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$57M +$688K +34,229 +1%
State Street
19
State Street
Massachusetts
$47.8M +$3.01M +149,495 +6%
GA
20
Glenhill Advisors
New York
$47.1M +$12M +598,881 +33%
JP Morgan Chase
21
JP Morgan Chase
New York
$45.9M +$30.7M +1,528,138 +180%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$44.3M -$12.6M -625,222 -21%
LPC
23
Long Pond Capital
New York
$41.7M +$43.4M +2,159,100 New
WCM
24
Wesley Capital Management
New York
$40.1M +$4.36M +217,035 +12%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$39.2M +$40.8M +2,028,954 New

STWD Hedge Fund Activity: Q3 2013 in Review

260 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2013, worth a combined $3.95B — up 11% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new STWD positions and 34 closed out — a net gain of 3 holders — while 122 added to existing stakes and 70 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $109M. The largest seller was Millennium Management, cutting an estimated $72.3M.

  • 260 institutional investors held Starwood Property Trust (STWD) as of Q3 2013, down from 262 in Q2 2013.
  • Funds reported $3.95B of Starwood Property Trust stock for Q3 2013, up 11% quarter-over-quarter.
  • 37 funds opened new Starwood Property Trust positions in Q3 2013 and 34 closed out, a net change of +3 holders.
  • The largest Starwood Property Trust buyer in Q3 2013 was Capital Research Global Investors, an estimated $109M added.
  • The largest Starwood Property Trust seller in Q3 2013 was Millennium Management, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2013.