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Starwood Property Trust

441 hedge funds and large institutions have $1.62B invested in Starwood Property Trust in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 156 increasing their positions, 155 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $4.87M | Put options by funds: $3.98M

1% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 155

3% less funds holding

Funds holding: 456441 (-15)

3.52% less ownership

Funds ownership: 59.06%55.54% (-3.5%)

11% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 83

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

61% less capital invested

Capital invested by funds: $4.14B → $1.62B (-$2.52B)

Holders
441
Holders Change
-15
Holders Change %
-3.29%
% of All Funds
9.72%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
74
Increased
156
Reduced
155
Closed
83
Calls
$4.87M
Puts
$3.98M
Net Calls
+$890K
Net Calls Change
-$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$263M -$25.5M -1,164,727 -4%
BlackRock
2
BlackRock
New York
$174M -$14.6M -664,955 -4%
N
3
Nuveen
North Carolina
$60.2M +$43.6M +1,992,037 +51%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$59.1M -$8.52M -388,882 -6%
State Street
5
State Street
Massachusetts
$47.4M +$5.32M +242,707 +6%
Morgan Stanley
6
Morgan Stanley
New York
$47.3M -$44.8M -2,045,092 -31%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$42.6M +$16.5M +754,955 +22%
JP Morgan Chase
8
JP Morgan Chase
New York
$38.3M +$9.11M +415,960 +13%
LSV Asset Management
9
LSV Asset Management
Illinois
$34.9M -$2.21M -101,000 -3%
Bank of America
10
Bank of America
North Carolina
$33.2M -$16.8M -768,506 -19%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$33M -$14.4M -657,232 -17%
CCMLC
12
Cardinal Capital Management LLC (Connecticut)
Connecticut
$27.9M +$23.3M +1,061,341 +64%
Norges Bank
13
Norges Bank
Norway
$26.6M +$480K +21,900 +0.9%
ClearBridge Investments
14
ClearBridge Investments
New York
$26.2M -$24.9M -1,136,930 -31%
Barclays
15
Barclays
United Kingdom
$23.8M -$261K -11,926 -0.5%
Wells Fargo
16
Wells Fargo
California
$21.2M -$11.4M -520,889 -20%
Jennison Associates
17
Jennison Associates
New York
$20.1M -$6.41M -292,707 -13%
Ameriprise
18
Ameriprise
Minnesota
$19.3M +$15.3M +697,998 +59%
RJA
19
Raymond James & Associates
Florida
$16.6M +$6.47M +295,374 +22%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$16.3M -$8.51M -388,277 -21%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$16.2M -$1.04M -47,326 -3%
Invesco
22
Invesco
Georgia
$15.9M -$7.54M -344,226 -18%
Northern Trust
23
Northern Trust
Illinois
$15.2M +$1.53M +69,944 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.8M -$2.47M -112,899 -7%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$14.8M +$5.7M +260,213 +23%

STWD Hedge Fund Activity: Q1 2020 in Review

441 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2020, worth a combined $1.62B — down 61% from $4.14B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of STWD and 74 opened new positions — a net loss of 9 holders — while 155 trimmed existing stakes and 156 added.

The largest buyer was Nuveen, adding an estimated $43.6M. The largest seller was Bessemer Group, cutting an estimated $57.6M.

  • 441 institutional investors held Starwood Property Trust (STWD) as of Q1 2020, down from 456 in Q4 2019.
  • Funds reported $1.62B of Starwood Property Trust stock for Q1 2020, down 61% quarter-over-quarter.
  • 74 funds opened new Starwood Property Trust positions in Q1 2020 and 83 closed out, a net change of -9 holders.
  • The largest Starwood Property Trust buyer in Q1 2020 was Nuveen, an estimated $43.6M added.
  • The largest Starwood Property Trust seller in Q1 2020 was Bessemer Group, an estimated $57.6M sold.

Based on aggregated 13F filings for Q1 2020.