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Starwood Property Trust

433 hedge funds and large institutions have $4.07B invested in Starwood Property Trust in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.64M

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

20% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 132

13% more capital invested

Capital invested by funds: $3.61B → $4.07B (+$459M)

3% more funds holding

Funds holding: 419433 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.44% less ownership

Funds ownership: 66.53%65.09% (-1.4%)

Holders
433
Holders Change
+14
Holders Change %
+3.34%
% of All Funds
9.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
60
Increased
159
Reduced
132
Closed
42
Calls
$12.9M
Puts
$3.64M
Net Calls
+$9.28M
Net Calls Change
+$7.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$582M +$10.2M +465,736 +2%
BlackRock
2
BlackRock
New York
$372M +$1.83M +83,742 +0.5%
NSLI
3
Nan Shan Life Insurance
Taiwan
$183M +$13.2M +605,440 +8%
Morgan Stanley
4
Morgan Stanley
New York
$157M -$9.01M -413,050 -6%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$121M +$951K +43,615 +0.8%
LSV Asset Management
6
LSV Asset Management
Illinois
$119M -$1.03M -47,300 -0.9%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$117M -$7.17M -328,774 -6%
Bank of America
8
Bank of America
North Carolina
$102M +$18.9M +868,590 +24%
ClearBridge Investments
9
ClearBridge Investments
New York
$87.7M -$4M -183,276 -4%
Goldman Sachs
10
Goldman Sachs
New York
$84.8M -$17M -780,593 -17%
State Street
11
State Street
Massachusetts
$84.5M -$3.11M -142,449 -4%
Bessemer Group
12
Bessemer Group
New Jersey
$76.4M +$6.52M +299,082 +10%
Jennison Associates
13
Jennison Associates
New York
$73.7M -$1.48M -67,902 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$72.2M +$8.62M +395,092 +14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$65.9M -$1.09M -49,899 -2%
Norges Bank
16
Norges Bank
Norway
$57.4M +$5.67M +260,093 +11%
RJA
17
Raymond James & Associates
Florida
$56.6M +$15.1M +691,038 +38%
Barclays
18
Barclays
United Kingdom
$53.5M -$5.26M -241,231 -9%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$52.9M +$748K +34,300 +1%
Boston Partners
20
Boston Partners
Massachusetts
$50.9M +$1.22M +55,985 +3%
O
21
OppenheimerFunds
New York
$50.6M -$836K -38,320 -2%
N
22
Nuveen
North Carolina
$45M +$3.3M +151,340 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$43.4M -$1.12M -51,560 -3%
Wells Fargo
24
Wells Fargo
California
$42.7M +$1.85M +84,756 +5%
CCMLC
25
Cardinal Capital Management LLC (Connecticut)
Connecticut
$38.1M +$2.01M +92,097 +6%

STWD Hedge Fund Activity: Q1 2019 in Review

433 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2019, worth a combined $4.07B — up 13% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new STWD positions and 42 closed out — a net gain of 18 holders — while 159 added to existing stakes and 132 trimmed.

The largest buyer was Bank of America, adding an estimated $18.9M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $23.4M.

  • 433 institutional investors held Starwood Property Trust (STWD) as of Q1 2019, up from 419 in Q4 2018.
  • Funds reported $4.07B of Starwood Property Trust stock for Q1 2019, up 13% quarter-over-quarter.
  • 60 funds opened new Starwood Property Trust positions in Q1 2019 and 42 closed out, a net change of +18 holders.
  • The largest Starwood Property Trust buyer in Q1 2019 was Bank of America, an estimated $18.9M added.
  • The largest Starwood Property Trust seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2019.