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Starwood Property Trust

408 hedge funds and large institutions have $3.36B invested in Starwood Property Trust in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 138 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $33.1M

22% more capital invested

Capital invested by funds: $2.74B → $3.36B (+$615M)

5% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 138

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 412408 (-4)

2.39% less ownership

Funds ownership: 49.9%47.51% (-2.4%)

Holders
408
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
7.16%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
48
Increased
145
Reduced
138
Closed
48
Calls
$41.9M
Puts
$33.1M
Net Calls
+$8.86M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$597M +$14.5M +668,746 +3%
BlackRock
2
BlackRock
New York
$535M +$66.8M +3,082,393 +17%
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$155M +$7.88M +363,922 +6%
Morgan Stanley
4
Morgan Stanley
New York
$131M -$14.2M -655,585 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$103M +$3.81M +176,022 +4%
State Street
6
State Street
Massachusetts
$94.1M -$5.8M -267,673 -7%
Norges Bank
7
Norges Bank
Norway
$72.2M +$108K +4,986 +0.2%
Ameriprise
8
Ameriprise
Minnesota
$66M +$9.16M +423,054 +19%
ClearBridge Investments
9
ClearBridge Investments
New York
$61.9M +$12K +554 +0%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$60.2M -$9.79M -452,100 -16%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$58.5M -$7.73M -357,036 -13%
LSV Asset Management
12
LSV Asset Management
Illinois
$53.6M -$2.45M -113,270 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$50.1M +$1.96M +90,431 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$48.7M -$3.48M -160,481 -8%
CS
15
Credit Suisse
Switzerland
$48.1M +$6.94M +320,543 +20%
N
16
Nuveen
North Carolina
$47.1M -$6.36M -293,630 -13%
Wells Fargo
17
Wells Fargo
California
$44.4M +$200K +9,216 +0.5%
Boston Partners
18
Boston Partners
Massachusetts
$41.5M -$610K -28,172 -2%
Barclays
19
Barclays
United Kingdom
$37M -$1.22M -56,200 -4%
Charles Schwab
20
Charles Schwab
California
$36M +$632K +29,160 +2%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$34M -$2.68M -123,800 -8%
Northern Trust
22
Northern Trust
Illinois
$33.9M +$555K +25,614 +2%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$33.3M -$5.99M -276,424 -17%
PPA
24
Parametric Portfolio Associates
Washington
$28.2M -$881K -40,687 -3%
Goldman Sachs
25
Goldman Sachs
New York
$28M -$53.2M -2,457,557 -68%

STWD Hedge Fund Activity: Q1 2021 in Review

408 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2021, worth a combined $3.36B — up 22% from $2.74B a quarter earlier.

Fund positioning in STWD was balanced in Q1 2021: 48 funds opened new positions, 48 closed out, 145 added to existing stakes and 138 trimmed.

The largest buyer was BlackRock, adding an estimated $66.8M. The largest seller was Goldman Sachs, cutting an estimated $53.2M.

  • 408 institutional investors held Starwood Property Trust (STWD) as of Q1 2021, down from 412 in Q4 2020.
  • Funds reported $3.36B of Starwood Property Trust stock for Q1 2021, up 22% quarter-over-quarter.
  • 48 funds opened new Starwood Property Trust positions in Q1 2021 and 48 closed out, a net change of 0 holders.
  • The largest Starwood Property Trust buyer in Q1 2021 was BlackRock, an estimated $66.8M added.
  • The largest Starwood Property Trust seller in Q1 2021 was Goldman Sachs, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2021.