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Starwood Property Trust

397 hedge funds and large institutions have $3.89B invested in Starwood Property Trust in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 153 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $5.43M | Put options by funds: $3.24M

31% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 117

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

0% less capital invested

Capital invested by funds: $3.9B → $3.89B (-$9.73M)

1% less funds holding

Funds holding: 399397 (-2)

0.73% less ownership

Funds ownership: 68.53%67.8% (-0.73%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
397
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
9.08%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
40
Increased
153
Reduced
117
Closed
40
Calls
$5.43M
Puts
$3.24M
Net Calls
+$2.2M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$518M +$16.6M +749,886 +3%
BlackRock
2
BlackRock
New York
$355M +$15M +677,545 +4%
NSLI
3
Nan Shan Life Insurance
Taiwan
$166M +$5.27M +237,914 +3%
Morgan Stanley
4
Morgan Stanley
New York
$158M +$2.98M +134,446 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$123M +$1.44M +65,000 +1%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$115M +$53.8M +2,431,609 +83%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$108M -$4.46M -201,585 -4%
ClearBridge Investments
8
ClearBridge Investments
New York
$92M -$3.88M -175,311 -4%
Jennison Associates
9
Jennison Associates
New York
$91.1M -$31.9M -1,442,311 -25%
Bank of America
10
Bank of America
North Carolina
$84.7M -$9.04M -408,352 -9%
State Street
11
State Street
Massachusetts
$80.3M +$5.94M +268,506 +8%
Goldman Sachs
12
Goldman Sachs
New York
$65.1M +$25M +1,127,351 +59%
JP Morgan Chase
13
JP Morgan Chase
New York
$63.9M -$53.2M -2,404,843 -45%
Barclays
14
Barclays
United Kingdom
$61.8M +$9.86M +445,299 +18%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$61.7M -$2.96M -133,509 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$60.6M -$5.85M -264,417 -9%
Wells Fargo
17
Wells Fargo
California
$53.7M +$25.8M +1,166,740 +88%
O
18
OppenheimerFunds
New York
$51.4M -$3.01M -135,780 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$49.7M +$116K +5,242 +0.2%
Norges Bank
20
Norges Bank
Norway
$48.2M
Boston Partners
21
Boston Partners
Massachusetts
$44.7M -$946K -42,737 -2%
UBS Group
22
UBS Group
Switzerland
$44.4M +$8.07M +364,528 +21%
Bessemer Group
23
Bessemer Group
New Jersey
$43.3M +$44.5M +2,010,839 New
CCP
24
Clough Capital Partners
Massachusetts
$43.1M -$3.42M -154,300 -7%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$41.2M -$8.76M -395,600 -17%

STWD Hedge Fund Activity: Q3 2018 in Review

397 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2018, worth a combined $3.89B — down 0.25% from $3.9B a quarter earlier.

Fund positioning in STWD was balanced in Q3 2018: 40 funds opened new positions, 40 closed out, 153 added to existing stakes and 117 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $53.8M. The largest seller was JP Morgan Chase, cutting an estimated $53.2M.

  • 397 institutional investors held Starwood Property Trust (STWD) as of Q3 2018, down from 399 in Q2 2018.
  • Funds reported $3.89B of Starwood Property Trust stock for Q3 2018, down 0.25% quarter-over-quarter.
  • 40 funds opened new Starwood Property Trust positions in Q3 2018 and 40 closed out, a net change of 0 holders.
  • The largest Starwood Property Trust buyer in Q3 2018 was Acadian Asset Management, an estimated $53.8M added.
  • The largest Starwood Property Trust seller in Q3 2018 was JP Morgan Chase, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2018.