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Starwood Property Trust

425 hedge funds and large institutions have $3.21B invested in Starwood Property Trust in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 160 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $81.7M | Put options by funds: $29.6M

44% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 111

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 416425 (+9)

1.76% less ownership

Funds ownership: 47.47%45.71% (-1.8%)

10% less capital invested

Capital invested by funds: $3.57B → $3.21B (-$356M)

Holders
425
Holders Change
+9
Holders Change %
+2.16%
% of All Funds
7.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
47
Increased
160
Reduced
111
Closed
33
Calls
$81.7M
Puts
$29.6M
Net Calls
+$52.1M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$601M -$2.03M -79,325 -0.3%
BlackRock
2
BlackRock
New York
$467M -$19.7M -768,320 -4%
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$146M -$3.22M -126,058 -2%
Morgan Stanley
4
Morgan Stanley
New York
$127M +$5.62M +219,788 +4%
State Street
5
State Street
Massachusetts
$108M -$2.37M -92,544 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$106M +$3.76M +146,927 +4%
Norges Bank
7
Norges Bank
Norway
$64.5M -$4.76M -186,262 -7%
JP Morgan Chase
8
JP Morgan Chase
New York
$56.9M -$11.8M -461,016 -17%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$55.7M +$9.98M +390,357 +21%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$55.5M -$775K -30,309 -1%
ClearBridge Investments
11
ClearBridge Investments
New York
$50.5M -$10.9M -426,199 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$49.2M +$1.96M +76,611 +4%
Wells Fargo
13
Wells Fargo
California
$47.8M -$1.01M -39,560 -2%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$46.6M -$3.23M -126,300 -6%
Ameriprise
15
Ameriprise
Minnesota
$42.7M -$3.33M -130,102 -7%
Boston Partners
16
Boston Partners
Massachusetts
$40.9M -$403K -15,770 -0.9%
N
17
Nuveen
North Carolina
$40.9M -$8.33M -325,702 -16%
Charles Schwab
18
Charles Schwab
California
$37.5M +$1.15M +44,836 +3%
CS
19
Credit Suisse
Switzerland
$36.7M -$7.3M -285,234 -16%
Northern Trust
20
Northern Trust
Illinois
$35.3M +$1.38M +54,035 +4%
LSV Asset Management
21
LSV Asset Management
Illinois
$28.9M -$24.1M -942,971 -44%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$27.8M
CA
23
CapWealth Advisors
Tennessee
$27.8M +$616K +24,072 +2%
PPA
24
Parametric Portfolio Associates
Washington
$27.7M +$126K +4,943 +0.4%
Barclays
25
Barclays
United Kingdom
$27.4M -$4.79M -187,313 -14%

STWD Hedge Fund Activity: Q3 2021 in Review

425 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2021, worth a combined $3.21B — down 10% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new STWD positions and 33 closed out — a net gain of 14 holders — while 160 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $9.98M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $30M sold.

  • 425 institutional investors held Starwood Property Trust (STWD) as of Q3 2021, up from 416 in Q2 2021.
  • Funds reported $3.21B of Starwood Property Trust stock for Q3 2021, down 10% quarter-over-quarter.
  • 47 funds opened new Starwood Property Trust positions in Q3 2021 and 33 closed out, a net change of +14 holders.
  • The largest Starwood Property Trust buyer in Q3 2021 was JP Morgan Private Wealth Advisors, an estimated $9.98M added.
  • The largest Starwood Property Trust seller in Q3 2021 was Massachusetts Financial Services, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2021.