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Starwood Property Trust

464 hedge funds and large institutions have $2.73B invested in Starwood Property Trust in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 163 increasing their positions, 137 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

19% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 137

7% more capital invested

Capital invested by funds: $2.54B → $2.73B (+$190M)

5% more funds holding

Funds holding: 444464 (+20)

4% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $65.1M

1.06% less ownership

Funds ownership: 45.26%44.2% (-1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
83
Increased
163
Reduced
137
Closed
52
Calls
$67.8M
Puts
$65.1M
Net Calls
+$2.76M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$514M +$13.3M +665,989 +2%
BlackRock
2
BlackRock
New York
$310M -$8.97M -450,436 -3%
AWA
3
Arete Wealth Advisors
Illinois
$214M +$233K +11,681 New
Morgan Stanley
4
Morgan Stanley
New York
$127M +$1.69M +84,691 +1%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$91.5M -$2.74M -137,341 -3%
State Street
6
State Street
Massachusetts
$88M -$816K -40,952 -0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$76.1M +$5.79M +290,687 +8%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$58.8M -$149K -7,456 -0.2%
Ameriprise
9
Ameriprise
Minnesota
$55.2M +$7.02M +352,393 +13%
Wells Fargo
10
Wells Fargo
California
$44.8M +$679K +34,081 +1%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$44.3M -$8.91M -447,176 -16%
Bank of America
12
Bank of America
North Carolina
$42.5M +$22.5M +1,127,385 +95%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$39.7M +$1.59M +79,761 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$35.4M -$18.3M -918,065 -32%
ClearBridge Investments
15
ClearBridge Investments
New York
$35M -$206K -10,332 -0.5%
Charles Schwab
16
Charles Schwab
California
$34.5M +$1.56M +78,349 +4%
Boston Partners
17
Boston Partners
Massachusetts
$31.4M -$156K -7,834 -0.5%
N
18
Nuveen
North Carolina
$30.4M -$2.52M -126,255 -7%
Norges Bank
19
Norges Bank
Norway
$30.1M -$23.5M -1,177,239 -42%
Jennison Associates
20
Jennison Associates
New York
$29.4M +$5.8M +290,993 +22%
Northern Trust
21
Northern Trust
Illinois
$27.9M +$1.16M +58,148 +4%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$26.9M -$3.3M -165,713 -10%
CA
23
CapWealth Advisors
Tennessee
$21.8M +$118K +5,928 +0.5%
Marshall Wace
24
Marshall Wace
United Kingdom
$21.5M -$8.17M -410,344 -26%
First Trust Advisors
25
First Trust Advisors
Illinois
$20.4M +$4.52M +226,958 +26%

STWD Hedge Fund Activity: Q4 2022 in Review

464 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2022, worth a combined $2.73B — up 7.5% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new STWD positions and 52 closed out — a net gain of 31 holders — while 163 added to existing stakes and 137 trimmed.

The largest buyer was Bank of America, adding an estimated $22.5M. The largest seller was Norges Bank, cutting an estimated $23.5M.

  • 464 institutional investors held Starwood Property Trust (STWD) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $2.73B of Starwood Property Trust stock for Q4 2022, up 7.5% quarter-over-quarter.
  • 83 funds opened new Starwood Property Trust positions in Q4 2022 and 52 closed out, a net change of +31 holders.
  • The largest Starwood Property Trust buyer in Q4 2022 was Bank of America, an estimated $22.5M added.
  • The largest Starwood Property Trust seller in Q4 2022 was Norges Bank, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2022.