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Starwood Property Trust

340 hedge funds and large institutions have $4.43B invested in Starwood Property Trust in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

896% more call options, than puts

Call options by funds: $67.6M | Put options by funds: $6.78M

66% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 88

7% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 41

3% more capital invested

Capital invested by funds: $4.3B → $4.43B (+$131M)

0.48% more ownership

Funds ownership: 75.17%75.65% (+0.48%)

2% less funds holding

Funds holding: 347340 (-7)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
8.46%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
44
Increased
146
Reduced
88
Closed
41
Calls
$67.6M
Puts
$6.78M
Net Calls
+$60.8M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$475M +$36.9M +1,635,444 +8%
BlackRock
2
BlackRock
New York
$464M +$461M +20,448,302 +23,186%
NSLI
3
Nan Shan Life Insurance
Taiwan
$211M
Jennison Associates
4
Jennison Associates
New York
$184M -$25M -1,106,219 -12%
Morgan Stanley
5
Morgan Stanley
New York
$174M -$3.68M -162,996 -2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$167M +$2.47M +109,408 +1%
Goldman Sachs
7
Goldman Sachs
New York
$140M -$2.87M -127,180 -2%
Bank of America
8
Bank of America
North Carolina
$119M +$21.8K +966 +0%
LSV Asset Management
9
LSV Asset Management
Illinois
$115M +$582K +25,800 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$113M -$4.77M -211,343 -4%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$108M +$19.9M +883,587 +23%
ClearBridge Investments
12
ClearBridge Investments
New York
$101M -$1.93M -85,344 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$83.6M +$28.2M +1,248,070 +51%
CCP
14
Clough Capital Partners
Massachusetts
$81.3M +$42.6M +1,887,782 +107%
State Street
15
State Street
Massachusetts
$77M +$4.31M +190,803 +6%
GA
16
Glenhill Advisors
New York
$70.3M -$71M -3,144,226 -50%
O
17
OppenheimerFunds
New York
$58.7M +$4.83M +213,925 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$58.4M -$1.59M -70,310 -3%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$49.1M +$3.33M +147,630 +7%
Norges Bank
20
Norges Bank
Norway
$48.9M -$2.13M -94,546 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$45.4M +$3.66M +162,287 +9%
N
22
Nuveen
North Carolina
$43.9M -$6.62M -293,427 -13%
Barclays
23
Barclays
United Kingdom
$43.3M +$650K +28,817 +2%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$41M +$19M +842,800 +87%
Two Sigma Investments
25
Two Sigma Investments
New York
$39.8M +$14M +621,290 +54%

STWD Hedge Fund Activity: Q1 2017 in Review

340 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2017, worth a combined $4.43B — up 3% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new STWD positions and 41 closed out — a net gain of 3 holders — while 146 added to existing stakes and 88 trimmed.

The largest buyer was BlackRock, adding an estimated $461M. The largest seller was Glenhill Advisors, cutting an estimated $71M.

  • 340 institutional investors held Starwood Property Trust (STWD) as of Q1 2017, down from 347 in Q4 2016.
  • Funds reported $4.43B of Starwood Property Trust stock for Q1 2017, up 3% quarter-over-quarter.
  • 44 funds opened new Starwood Property Trust positions in Q1 2017 and 41 closed out, a net change of +3 holders.
  • The largest Starwood Property Trust buyer in Q1 2017 was BlackRock, an estimated $461M added.
  • The largest Starwood Property Trust seller in Q1 2017 was Glenhill Advisors, an estimated $71M sold.

Based on aggregated 13F filings for Q1 2017.