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Starwood Property Trust

452 hedge funds and large institutions have $2.94B invested in Starwood Property Trust in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 168 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $108M | Put options by funds: $81.3M

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0% less funds holding

Funds holding: 453452 (-1)

4% less capital invested

Capital invested by funds: $3.06B → $2.94B (-$114M)

1.87% less ownership

Funds ownership: 50.39%48.51% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 168

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
43
Increased
138
Reduced
168
Closed
39
Calls
$108M
Puts
$81.3M
Net Calls
+$26.3M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$576M -$16.3M -806,262 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$557M -$3.4M -167,812 -0.6%
State Street
3
State Street
Massachusetts
$173M -$2.31M -113,733 -1%
Morgan Stanley
4
Morgan Stanley
New York
$125M -$3.34M -164,862 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$88.7M -$1.67M -82,159 -2%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$78.2M -$5.22M -257,465 -6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$61.3M -$2.72M -134,088 -4%
Northern Trust
8
Northern Trust
Illinois
$60.4M +$13.3M +657,180 +27%
Ameriprise
9
Ameriprise
Minnesota
$58.7M -$1.53M -75,591 -2%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$56.9M +$27.4M +1,349,284 +85%
JP Morgan Chase
11
JP Morgan Chase
New York
$54.9M +$322K +15,899 +0.6%
Norges Bank
12
Norges Bank
Norway
$45.7M +$5.99M +295,412 +14%
Wells Fargo
13
Wells Fargo
California
$42.3M -$2.29M -112,993 -5%
Charles Schwab
14
Charles Schwab
California
$36.3M -$829K -40,889 -2%
Millennium Management
15
Millennium Management
New York
$33.8M -$8.05M -397,084 -19%
N
16
Nuveen
North Carolina
$28M -$1.63M -80,612 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$24.8M +$2.51M +123,643 +11%
RJA
18
Raymond James & Associates
Florida
$23.4M -$1.15M -56,558 -4%
ACM
19
Advisors Capital Management
New Jersey
$23.4M +$1.06M +52,174 +5%
Bank of America
20
Bank of America
North Carolina
$23.1M -$3.18M -156,595 -12%
Principal Financial Group
21
Principal Financial Group
Iowa
$21.2M -$1.51M -74,675 -6%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$20.1M -$171K -8,455 -0.8%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$18.4M +$614K +30,288 +3%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$17.6M -$822K -40,515 -4%
VanEck Associates
25
VanEck Associates
New York
$16.6M -$573K -28,264 -3%

STWD Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q3 2023, worth a combined $2.94B — down 3.7% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new STWD positions and 39 closed out — a net gain of 4 holders — while 138 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $27.4M. The largest seller was Jane Street, cutting an estimated $23.4M.

  • 452 institutional investors held Starwood Property Trust (STWD) as of Q3 2023, down from 453 in Q2 2023.
  • Funds reported $2.94B of Starwood Property Trust stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 43 funds opened new Starwood Property Trust positions in Q3 2023 and 39 closed out, a net change of +4 holders.
  • The largest Starwood Property Trust buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $27.4M added.
  • The largest Starwood Property Trust seller in Q3 2023 was Jane Street, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2023.