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Starwood Property Trust

350 hedge funds and large institutions have $4.01B invested in Starwood Property Trust in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 138 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $12M

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

24% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342350 (+8)

2.43% less ownership

Funds ownership: 73.5%71.07% (-2.4%)

6% less capital invested

Capital invested by funds: $4.28B → $4.01B (-$271M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
8.73%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
39
Increased
138
Reduced
111
Closed
27
Calls
$19.6M
Puts
$12M
Net Calls
+$7.61M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$489M +$7.53M +341,530 +2%
BlackRock
2
BlackRock
New York
$351M +$2.05M +93,176 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$188M +$2.7M +122,499 +1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$165M -$901K -40,893 -0.5%
Jennison Associates
5
Jennison Associates
New York
$154M -$19.9M -904,027 -11%
NSLI
6
Nan Shan Life Insurance
Taiwan
$144M -$65.6M -2,977,061 -31%
LSV Asset Management
7
LSV Asset Management
Illinois
$121M +$5.89M +267,300 +5%
Goldman Sachs
8
Goldman Sachs
New York
$110M -$3.62M -164,215 -3%
Bank of America
9
Bank of America
North Carolina
$106M +$3.6M +163,202 +3%
ClearBridge Investments
10
ClearBridge Investments
New York
$92.5M -$3.57M -161,745 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$82M -$2.69M -122,106 -3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$80.5M -$32.9M -1,491,495 -29%
Ameriprise
13
Ameriprise
Minnesota
$79.2M -$27.2M -1,235,738 -25%
State Street
14
State Street
Massachusetts
$76.6M +$1.89M +85,927 +2%
O
15
OppenheimerFunds
New York
$68.7M +$7.56M +343,020 +12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$56M +$595K +26,983 +1%
CCP
17
Clough Capital Partners
Massachusetts
$55M -$4.78M -216,700 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$50.6M +$3.74M +169,651 +8%
Norges Bank
19
Norges Bank
Norway
$48.7M -$1,000K -45,351 -2%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$48M +$632K +28,685 +1%
N
21
Nuveen
North Carolina
$45.2M -$5.18M -235,055 -10%
Barclays
22
Barclays
United Kingdom
$40.6M +$14.3K +647 +0%
Two Sigma Investments
23
Two Sigma Investments
New York
$36.8M -$4.21M -190,865 -10%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$35.7M -$672K -30,500 -2%
GA
25
Glenhill Advisors
New York
$35.5M -$21.6M -981,247 -38%

STWD Hedge Fund Activity: Q3 2017 in Review

350 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2017, worth a combined $4.01B — down 6.3% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new STWD positions and 27 closed out — a net gain of 12 holders — while 138 added to existing stakes and 111 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $14.7M. The largest seller was Nan Shan Life Insurance, cutting an estimated $65.6M.

  • 350 institutional investors held Starwood Property Trust (STWD) as of Q3 2017, up from 342 in Q2 2017.
  • Funds reported $4.01B of Starwood Property Trust stock for Q3 2017, down 6.3% quarter-over-quarter.
  • 39 funds opened new Starwood Property Trust positions in Q3 2017 and 27 closed out, a net change of +12 holders.
  • The largest Starwood Property Trust buyer in Q3 2017 was Waterfront Capital Partners, an estimated $14.7M added.
  • The largest Starwood Property Trust seller in Q3 2017 was Nan Shan Life Insurance, an estimated $65.6M sold.

Based on aggregated 13F filings for Q3 2017.