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Starwood Property Trust

483 hedge funds and large institutions have $3.43B invested in Starwood Property Trust in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

25% more call options, than puts

Call options by funds: $119M | Put options by funds: $95.1M

17% more capital invested

Capital invested by funds: $2.94B → $3.43B (+$493M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 150

7% more funds holding

Funds holding: 452483 (+31)

3.56% more ownership

Funds ownership: 48.51%52.08% (+3.6%)

Holders
483
Holders Change
+31
Holders Change %
+6.86%
% of All Funds
7.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
86
Increased
169
Reduced
150
Closed
45
Calls
$119M
Puts
$95.1M
Net Calls
+$24.1M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$632M +$5.36M +272,979 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$606M +$1.42M +72,461 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$280M +$134M +6,846,189 +106%
State Street
4
State Street
Massachusetts
$190M +$2.65M +135,130 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$120M +$56M +2,850,102 +100%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$98.8M +$2.39M +121,551 +3%
Northern Trust
7
Northern Trust
Illinois
$91.9M +$24.5M +1,248,428 +40%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$78.5M -$5.99M -305,067 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$65.1M -$1.38M -70,084 -2%
Norges Bank
10
Norges Bank
Norway
$62.4M +$12M +610,931 +26%
Wells Fargo
11
Wells Fargo
California
$47.2M +$1.16M +58,836 +3%
Ameriprise
12
Ameriprise
Minnesota
$43.8M -$18.7M -951,618 -31%
Charles Schwab
13
Charles Schwab
California
$40.6M +$1.03M +52,613 +3%
Bank of America
14
Bank of America
North Carolina
$31.9M +$6.4M +326,138 +27%
N
15
Nuveen
North Carolina
$30.7M +$99.6K +5,074 +0.4%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$28.9M +$20.1M +1,025,000 +293%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$27.8M +$781K +39,788 +3%
RJA
18
Raymond James & Associates
Florida
$26.3M +$780K +39,711 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24.3M +$13.7M +699,165 +153%
VanEck Associates
20
VanEck Associates
New York
$24M +$5.56M +283,114 +33%
ACM
21
Advisors Capital Management
New Jersey
$24M -$1.33M -67,794 -6%
Principal Financial Group
22
Principal Financial Group
Iowa
$23M -$70.4K -3,587 -0.3%
Invesco
23
Invesco
Georgia
$20.6M +$5.48M +279,213 +40%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$18.6M -$434K -22,111 -2%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$17.5M +$720K +36,652 +5%

STWD Hedge Fund Activity: Q4 2023 in Review

483 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q4 2023, worth a combined $3.43B — up 17% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new STWD positions and 45 closed out — a net gain of 41 holders — while 169 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Millennium Management, cutting an estimated $34M.

  • 483 institutional investors held Starwood Property Trust (STWD) as of Q4 2023, up from 452 in Q3 2023.
  • Funds reported $3.43B of Starwood Property Trust stock for Q4 2023, up 17% quarter-over-quarter.
  • 86 funds opened new Starwood Property Trust positions in Q4 2023 and 45 closed out, a net change of +41 holders.
  • The largest Starwood Property Trust buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Starwood Property Trust seller in Q4 2023 was Millennium Management, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2023.