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Starwood Property Trust

347 hedge funds and large institutions have $4.3B invested in Starwood Property Trust in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 147 increasing their positions, 84 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,220% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $6.31M

91% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 33

75% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 84

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

8% more funds holding

Funds holding: 321347 (+26)

5% more capital invested

Capital invested by funds: $4.08B → $4.3B (+$215M)

1.42% less ownership

Funds ownership: 76.59%75.17% (-1.4%)

Holders
347
Holders Change
+26
Holders Change %
+8.1%
% of All Funds
8.68%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.35%
New
63
Increased
147
Reduced
84
Closed
33
Calls
$83.3M
Puts
$6.31M
Net Calls
+$77M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$426M +$62.3M +2,825,282 +17%
NSLI
2
Nan Shan Life Insurance
Taiwan
$205M +$24.1M +1,093,245 +13%
Jennison Associates
3
Jennison Associates
New York
$203M -$5.48M -248,518 -3%
BFA
4
BlackRock Fund Advisors
California
$189M +$1.27M +57,426 +0.7%
Morgan Stanley
5
Morgan Stanley
New York
$173M +$3.88M +175,886 +2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$160M -$5.7M -258,214 -3%
BIT
7
BlackRock Institutional Trust
California
$144M +$10.5M +474,945 +8%
Goldman Sachs
8
Goldman Sachs
New York
$139M -$10.6M -479,220 -7%
GA
9
Glenhill Advisors
New York
$137M -$2.04M -92,370 -1%
Bank of America
10
Bank of America
North Carolina
$115M -$15.8M -714,170 -12%
Ameriprise
11
Ameriprise
Minnesota
$114M +$1.13M +51,218 +1%
LSV Asset Management
12
LSV Asset Management
Illinois
$111M +$5.08M +230,100 +5%
ClearBridge Investments
13
ClearBridge Investments
New York
$99.9M -$1.36M -61,866 -1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$85.5M +$25.2M +1,143,709 +42%
State Street
15
State Street
Massachusetts
$70.7M +$3M +135,854 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$58.3M +$3.18M +144,199 +6%
BA
17
BlackRock Advisors
Delaware
$54M +$520K +23,571 +1%
JP Morgan Chase
18
JP Morgan Chase
New York
$53.9M -$12.8M -582,291 -19%
O
19
OppenheimerFunds
New York
$52.3M +$5.19M +235,260 +11%
Norges Bank
20
Norges Bank
Norway
$49.6M +$4.78M +216,656 +11%
N
21
Nuveen
North Carolina
$49.1M +$24.4M +1,108,175 +98%
Marshall Wace
22
Marshall Wace
United Kingdom
$45.4M +$45.6M +2,067,221 New
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$44.7M +$33M +1,495,827 +277%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$44.5M +$1.91M +86,629 +4%
CCMLC
25
Cardinal Capital Management LLC (Connecticut)
Connecticut
$42.3M +$508K +23,053 +1%

STWD Hedge Fund Activity: Q4 2016 in Review

347 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2016, worth a combined $4.3B — up 5.3% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new STWD positions and 33 closed out — a net gain of 30 holders — while 147 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $62.3M. The largest seller was Westchester Capital Management (New York), cutting an estimated $39.5M.

  • 347 institutional investors held Starwood Property Trust (STWD) as of Q4 2016, up from 321 in Q3 2016.
  • Funds reported $4.3B of Starwood Property Trust stock for Q4 2016, up 5.3% quarter-over-quarter.
  • 63 funds opened new Starwood Property Trust positions in Q4 2016 and 33 closed out, a net change of +30 holders.
  • The largest Starwood Property Trust buyer in Q4 2016 was Vanguard Group, an estimated $62.3M added.
  • The largest Starwood Property Trust seller in Q4 2016 was Westchester Capital Management (New York), an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2016.