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Starwood Property Trust

419 hedge funds and large institutions have $3.61B invested in Starwood Property Trust in 2018 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

49% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $3.33M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

6% more funds holding

Funds holding: 397419 (+22)

1.27% less ownership

Funds ownership: 67.8%66.53% (-1.3%)

7% less capital invested

Capital invested by funds: $3.89B → $3.61B (-$275M)

Holders
419
Holders Change
+22
Holders Change %
+5.54%
% of All Funds
9.34%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
77
Increased
150
Reduced
118
Closed
49
Calls
$4.97M
Puts
$3.33M
Net Calls
+$1.64M
Net Calls Change
-$552K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$504M +$32.4M +1,500,305 +6%
BlackRock
2
BlackRock
New York
$326M +$987K +45,770 +0.3%
NSLI
3
Nan Shan Life Insurance
Taiwan
$150M -$2.91M -134,770 -2%
Morgan Stanley
4
Morgan Stanley
New York
$146M +$2.23M +103,263 +1%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$110M +$4.68M +217,133 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$106M -$7.29M -338,300 -6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$106M +$7.53M +349,007 +7%
Goldman Sachs
8
Goldman Sachs
New York
$90.2M +$33.4M +1,550,014 +51%
ClearBridge Investments
9
ClearBridge Investments
New York
$80.9M -$3.59M -166,633 -4%
State Street
10
State Street
Massachusetts
$77.6M +$2.45M +113,529 +3%
Bank of America
11
Bank of America
North Carolina
$72.6M -$5.41M -251,003 -6%
Jennison Associates
12
Jennison Associates
New York
$66.4M -$18.7M -865,414 -20%
Bessemer Group
13
Bessemer Group
New Jersey
$61.5M +$23.9M +1,108,650 +55%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$59.3M +$3.96M +183,447 +7%
JP Morgan Chase
15
JP Morgan Chase
New York
$55.9M -$2.81M -130,512 -4%
Barclays
16
Barclays
United Kingdom
$51.9M -$5.14M -238,183 -8%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$45.7M +$8.79M +407,500 +21%
Norges Bank
18
Norges Bank
Norway
$45.5M +$1.5M +69,343 +3%
O
19
OppenheimerFunds
New York
$45.4M -$1.86M -86,139 -4%
Boston Partners
20
Boston Partners
Massachusetts
$43.8M +$3.2M +148,174 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$39.3M -$6.89M -319,743 -14%
N
22
Nuveen
North Carolina
$36.7M +$3.22M +149,098 +9%
RJA
23
Raymond James & Associates
Florida
$36.3M +$33.4M +1,549,168 +531%
Wells Fargo
24
Wells Fargo
California
$36M -$14.4M -665,567 -27%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$35.7M +$37.6M +1,742,413 +2,503%

STWD Hedge Fund Activity: Q4 2018 in Review

419 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2018, worth a combined $3.61B — down 7.1% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new STWD positions and 49 closed out — a net gain of 28 holders — while 150 added to existing stakes and 118 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $37.6M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $36.8M sold.

  • 419 institutional investors held Starwood Property Trust (STWD) as of Q4 2018, up from 397 in Q3 2018.
  • Funds reported $3.61B of Starwood Property Trust stock for Q4 2018, down 7.1% quarter-over-quarter.
  • 77 funds opened new Starwood Property Trust positions in Q4 2018 and 49 closed out, a net change of +28 holders.
  • The largest Starwood Property Trust buyer in Q4 2018 was Fidelity Investments, an estimated $37.6M added.
  • The largest Starwood Property Trust seller in Q4 2018 was Renaissance Technologies, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2018.