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Starwood Property Trust

477 hedge funds and large institutions have $3.45B invested in Starwood Property Trust in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 155 increasing their positions, 122 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $28.1M

148% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 40

27% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 122

12% more funds holding

Funds holding: 425477 (+52)

7% more capital invested

Capital invested by funds: $3.21B → $3.45B (+$237M)

0.79% more ownership

Funds ownership: 45.71%46.5% (+0.79%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
477
Holders Change
+52
Holders Change %
+12.24%
% of All Funds
7.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
99
Increased
155
Reduced
122
Closed
40
Calls
$70.5M
Puts
$28.1M
Net Calls
+$42.4M
Net Calls Change
-$9.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$636M +$38.5M +1,526,693 +6%
BlackRock
2
BlackRock
New York
$474M +$9.44M +374,480 +2%
Morgan Stanley
3
Morgan Stanley
New York
$136M +$10M +396,962 +8%
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$133M -$12.3M -485,887 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$118M +$12.9M +513,432 +12%
State Street
6
State Street
Massachusetts
$112M +$4.73M +187,606 +4%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$78.9M +$33.9M +1,345,645 +72%
Norges Bank
8
Norges Bank
Norway
$66.4M +$2.26M +89,691 +3%
Ameriprise
9
Ameriprise
Minnesota
$61M +$19.2M +763,153 +44%
Marshall Wace
10
Marshall Wace
United Kingdom
$60.4M +$62.7M +2,486,296 New
JP Morgan Chase
11
JP Morgan Chase
New York
$58.6M +$2.08M +82,638 +4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$56.1M +$894K +35,465 +2%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$55.3M -$151K -5,986 -0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$50.8M +$1.93M +76,425 +4%
ClearBridge Investments
15
ClearBridge Investments
New York
$50M -$295K -11,682 -0.6%
Wells Fargo
16
Wells Fargo
California
$47.6M +$42.6K +1,688 +0.1%
N
17
Nuveen
North Carolina
$45.8M +$5.26M +208,697 +12%
Boston Partners
18
Boston Partners
Massachusetts
$40.6M -$246K -9,743 -0.6%
Charles Schwab
19
Charles Schwab
California
$40.3M +$3.03M +120,342 +8%
Northern Trust
20
Northern Trust
Illinois
$35.4M +$310K +12,294 +0.9%
CA
21
CapWealth Advisors
Tennessee
$27.8M +$165K +6,538 +0.6%
Barclays
22
Barclays
United Kingdom
$27.3M -$38.2K -1,514 -0.1%
PPA
23
Parametric Portfolio Associates
Washington
$27.2M -$380K -15,088 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$27M +$4.85M +192,426 +21%
Citadel Advisors
25
Citadel Advisors
Florida
$24.2M +$22.2M +879,480 +755%

STWD Hedge Fund Activity: Q4 2021 in Review

477 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2021, worth a combined $3.45B — up 7.4% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new STWD positions and 40 closed out — a net gain of 59 holders — while 155 added to existing stakes and 122 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $62.7M. The largest seller was Credit Suisse, cutting an estimated $30.7M.

  • 477 institutional investors held Starwood Property Trust (STWD) as of Q4 2021, up from 425 in Q3 2021.
  • Funds reported $3.45B of Starwood Property Trust stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 99 funds opened new Starwood Property Trust positions in Q4 2021 and 40 closed out, a net change of +59 holders.
  • The largest Starwood Property Trust buyer in Q4 2021 was Marshall Wace, an estimated $62.7M added.
  • The largest Starwood Property Trust seller in Q4 2021 was Credit Suisse, an estimated $30.7M sold.

Based on aggregated 13F filings for Q4 2021.