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Starwood Property Trust

416 hedge funds and large institutions have $3.57B invested in Starwood Property Trust in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 116 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $89.4M | Put options by funds: $38.4M

32% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 116

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $3.36B → $3.57B (+$209M)

2% more funds holding

Funds holding: 408416 (+8)

0.04% less ownership

Funds ownership: 47.51%47.47% (-0.04%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
416
Holders Change
+8
Holders Change %
+1.96%
% of All Funds
7.24%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
48
Increased
153
Reduced
116
Closed
37
Calls
$89.4M
Puts
$38.4M
Net Calls
+$51M
Net Calls Change
+$42.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$647M +$15M +589,641 +2%
BlackRock
2
BlackRock
New York
$521M -$43.5M -1,706,137 -8%
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$159M -$4.26M -167,092 -3%
Morgan Stanley
4
Morgan Stanley
New York
$131M -$7.33M -287,728 -5%
State Street
5
State Street
Massachusetts
$118M +$18M +704,816 +19%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$110M +$1.13M +44,280 +1%
Norges Bank
7
Norges Bank
Norway
$74.1M -$2.21M -86,715 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$73.1M +$19.5M +766,011 +38%
ClearBridge Investments
9
ClearBridge Investments
New York
$65.3M -$159K -6,249 -0.2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$60.3M -$1.36M -53,300 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$55.7M -$917K -36,000 -2%
N
12
Nuveen
North Carolina
$52.3M +$2.48M +97,516 +5%
Wells Fargo
13
Wells Fargo
California
$52.2M +$5.18M +203,259 +11%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$51.6M -$10.7M -421,286 -18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$50.7M -$783K -30,721 -2%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$49.5M +$13.8M +543,209 +40%
Ameriprise
17
Ameriprise
Minnesota
$49.2M -$20M -786,872 -30%
CS
18
Credit Suisse
Switzerland
$46.6M -$3.94M -154,581 -8%
Boston Partners
19
Boston Partners
Massachusetts
$44.1M +$416K +16,321 +1%
Charles Schwab
20
Charles Schwab
California
$39M +$892K +34,994 +2%
Northern Trust
21
Northern Trust
Illinois
$36.4M +$577K +22,654 +2%
Barclays
22
Barclays
United Kingdom
$34.3M -$4.71M -184,666 -12%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$30M +$10.3M +402,415 +54%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$29.8M -$6.01M -235,900 -17%
PPA
25
Parametric Portfolio Associates
Washington
$29.5M -$334K -13,104 -1%

STWD Hedge Fund Activity: Q2 2021 in Review

416 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2021, worth a combined $3.57B — up 6.2% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new STWD positions and 37 closed out — a net gain of 11 holders — while 153 added to existing stakes and 116 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.5M. The largest seller was BlackRock, cutting an estimated $43.5M.

  • 416 institutional investors held Starwood Property Trust (STWD) as of Q2 2021, up from 408 in Q1 2021.
  • Funds reported $3.57B of Starwood Property Trust stock for Q2 2021, up 6.2% quarter-over-quarter.
  • 48 funds opened new Starwood Property Trust positions in Q2 2021 and 37 closed out, a net change of +11 holders.
  • The largest Starwood Property Trust buyer in Q2 2021 was JP Morgan Chase, an estimated $19.5M added.
  • The largest Starwood Property Trust seller in Q2 2021 was BlackRock, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2021.