We are live on ! Find out more
STWD icon

Starwood Property Trust

276 hedge funds and large institutions have $4.34B invested in Starwood Property Trust in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 79

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

2% more funds holding

Funds holding: 271276 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.39% less ownership

Funds ownership: 89.84%88.45% (-1.4%)

8% less capital invested

Capital invested by funds: $4.71B → $4.34B (-$373M)

12% less call options, than puts

Call options by funds: $755K | Put options by funds: $861K

Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
8.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
36
Increased
125
Reduced
79
Closed
29
Calls
$755K
Puts
$861K
Net Calls
-$106K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$391M +$6.97M +297,200 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$279M +$5.92M +252,649 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$238M +$2.01M +85,614 +0.8%
EC
4
EJF Capital
Virginia
$217M +$43.7M +1,866,695 +23%
Goldman Sachs
5
Goldman Sachs
New York
$201M -$32.9M -1,404,526 -13%
O
6
OppenheimerFunds
New York
$188M +$15.1M +642,904 +8%
Morgan Stanley
7
Morgan Stanley
New York
$165M +$9.09M +388,021 +5%
BFA
8
BlackRock Fund Advisors
California
$157M -$8.77M -374,253 -5%
Jennison Associates
9
Jennison Associates
New York
$139M -$23.8M -1,015,654 -14%
BIT
10
BlackRock Institutional Trust
California
$117M +$2.54M +108,478 +2%
Ameriprise
11
Ameriprise
Minnesota
$102M +$3.56M +151,841 +3%
Bank of America
12
Bank of America
North Carolina
$94M +$3.24M +138,219 +3%
Allianz Asset Management
13
Allianz Asset Management
Germany
$90.2M +$10.5M +446,007 +12%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$82.9M -$11.4M -487,835 -11%
ClearBridge Investments
15
ClearBridge Investments
New York
$78.1M +$8.81M +375,784 +12%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$66.9M +$7.14M +304,771 +11%
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$57.4M -$6.18M -263,782 -9%
State Street
18
State Street
Massachusetts
$56.9M -$1.05M -44,812 -2%
N
19
Nuveen
North Carolina
$54.4M -$1.66M -70,674 -3%
SIG
20
Senator Investment Group
New York
$53.5M -$53.1M -2,265,552 -48%
TA
21
Teachers Advisors
New York
$53.2M -$544K -23,194 -0.9%
GA
22
Glenhill Advisors
New York
$47.5M +$10.5M +446,791 +26%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$46.6M -$1.14M -48,837 -2%
U
24
UBS
Switzerland
$46.1M +$3.48M +148,398 +8%
Federated Hermes
25
Federated Hermes
Pennsylvania
$44M -$10.5M -449,580 -18%

STWD Hedge Fund Activity: Q3 2014 in Review

276 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2014, worth a combined $4.34B — down 7.9% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new STWD positions and 29 closed out — a net gain of 7 holders — while 125 added to existing stakes and 79 trimmed.

The largest buyer was EJF Capital, adding an estimated $43.7M. The largest seller was Senator Investment Group, cutting an estimated $53.1M.

  • 276 institutional investors held Starwood Property Trust (STWD) as of Q3 2014, up from 271 in Q2 2014.
  • Funds reported $4.34B of Starwood Property Trust stock for Q3 2014, down 7.9% quarter-over-quarter.
  • 36 funds opened new Starwood Property Trust positions in Q3 2014 and 29 closed out, a net change of +7 holders.
  • The largest Starwood Property Trust buyer in Q3 2014 was EJF Capital, an estimated $43.7M added.
  • The largest Starwood Property Trust seller in Q3 2014 was Senator Investment Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2014.