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Starwood Property Trust

455 hedge funds and large institutions have $2.82B invested in Starwood Property Trust in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 192 increasing their positions, 108 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 108

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

7.2% more ownership

Funds ownership: 44.2%51.4% (+7.2%)

3% more capital invested

Capital invested by funds: $2.73B → $2.82B (+$93.4M)

1% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 73

2% less funds holding

Funds holding: 464455 (-9)

67% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $191M

Holders
455
Holders Change
-9
Holders Change %
-1.94%
% of All Funds
7.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
72
Increased
192
Reduced
108
Closed
73
Calls
$62.4M
Puts
$191M
Net Calls
-$128M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$525M +$246M +12,743,050 +75%
Vanguard Group
2
Vanguard Group
Pennsylvania
$516M +$22.3M +1,154,221 +4%
State Street
3
State Street
Massachusetts
$156M +$75.4M +3,902,840 +83%
Morgan Stanley
4
Morgan Stanley
New York
$133M +$11.6M +602,864 +9%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$82M -$6.88M -356,302 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$78.6M +$4.91M +254,327 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$65.5M +$29.7M +1,538,795 +71%
Ameriprise
8
Ameriprise
Minnesota
$64.1M +$11.8M +613,539 +20%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$55.3M +$13.7M +709,840 +29%
JP Morgan Chase
10
JP Morgan Chase
New York
$52.7M +$20.2M +1,046,993 +54%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$45.9M -$11.8M -612,503 -19%
Bank of America
12
Bank of America
North Carolina
$44.9M +$4.27M +221,172 +10%
Northern Trust
13
Northern Trust
Illinois
$43.5M +$18.1M +936,777 +62%
Wells Fargo
14
Wells Fargo
California
$37.9M -$5.73M -296,810 -12%
Norges Bank
15
Norges Bank
Norway
$35.9M +$7.46M +386,323 +24%
Charles Schwab
16
Charles Schwab
California
$33.4M +$158K +8,201 +0.4%
First Trust Advisors
17
First Trust Advisors
Illinois
$27.8M +$8.85M +458,014 +41%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$27.6M +$1.81M +93,564 +6%
N
19
Nuveen
North Carolina
$27.4M -$2.18M -112,871 -7%
Jennison Associates
20
Jennison Associates
New York
$26.6M -$1.91M -99,044 -6%
Principal Financial Group
21
Principal Financial Group
Iowa
$21.6M +$23.1M +1,195,652 +4,300%
RJA
22
Raymond James & Associates
Florida
$20.6M +$2.82M +145,814 +14%
ACM
23
Advisors Capital Management
New Jersey
$20.5M +$1.46M +75,525 +7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$19.7M +$2.91M +150,465 +16%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$17.9M +$17.6M +909,770 +808%

STWD Hedge Fund Activity: Q1 2023 in Review

455 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2023, worth a combined $2.82B — up 3.4% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of STWD and 72 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 192 added.

The largest buyer was BlackRock, adding an estimated $246M. The largest seller was ClearBridge Investments, cutting an estimated $33.2M.

  • 455 institutional investors held Starwood Property Trust (STWD) as of Q1 2023, down from 464 in Q4 2022.
  • Funds reported $2.82B of Starwood Property Trust stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 72 funds opened new Starwood Property Trust positions in Q1 2023 and 73 closed out, a net change of -1 holder.
  • The largest Starwood Property Trust buyer in Q1 2023 was BlackRock, an estimated $246M added.
  • The largest Starwood Property Trust seller in Q1 2023 was ClearBridge Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q1 2023.