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Starwood Property Trust

481 hedge funds and large institutions have $3.14B invested in Starwood Property Trust in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $114M | Put options by funds: $85.3M

20% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 141

15% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 55

0% less funds holding

Funds holding: 483481 (-2)

2.83% less ownership

Funds ownership: 52.08%49.25% (-2.8%)

9% less capital invested

Capital invested by funds: $3.43B → $3.14B (-$295M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
481
Holders Change
-2
Holders Change %
-0.41%
% of All Funds
6.93%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
63
Increased
169
Reduced
141
Closed
55
Calls
$114M
Puts
$85.3M
Net Calls
+$28.9M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$611M -$446K -22,030 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$585M -$1.43M -70,859 -0.2%
State Street
3
State Street
Massachusetts
$188M +$3.47M +171,485 +2%
Morgan Stanley
4
Morgan Stanley
New York
$140M -$130M -6,429,052 -48%
JP Morgan Chase
5
JP Morgan Chase
New York
$109M -$6.69M -330,502 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$97.5M +$2.49M +122,815 +3%
Northern Trust
7
Northern Trust
Illinois
$82.6M -$6.21M -306,905 -7%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$66.2M -$9.69M -478,909 -13%
Norges Bank
9
Norges Bank
Norway
$66.1M +$5.67M +279,869 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$59.5M -$3.47M -171,231 -6%
Wells Fargo
11
Wells Fargo
California
$46.7M +$1.01M +49,745 +2%
Charles Schwab
12
Charles Schwab
California
$39.9M +$669K +33,029 +2%
Ameriprise
13
Ameriprise
Minnesota
$35.3M -$7M -346,018 -17%
Bank of America
14
Bank of America
North Carolina
$32.4M +$1.53M +75,713 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$28.2M +$1.31M +64,675 +5%
N
16
Nuveen
North Carolina
$27.4M -$2.18M -107,726 -7%
Invesco
17
Invesco
Georgia
$26.3M +$6.26M +309,262 +31%
VanEck Associates
18
VanEck Associates
New York
$25.4M +$2.19M +108,371 +9%
ACM
19
Advisors Capital Management
New Jersey
$24.1M +$927K +45,809 +4%
RJA
20
Raymond James & Associates
Florida
$23.8M -$1.56M -77,124 -6%
Principal Financial Group
21
Principal Financial Group
Iowa
$22.8M +$565K +27,911 +3%
UBS Group
22
UBS Group
Switzerland
$20.1M +$7.38M +364,589 +58%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$17.5M -$494K -24,417 -3%
SSA
24
Schonfeld Strategic Advisors
New York
$16.2M +$13.4M +662,014 +487%
VWM
25
Valley Wealth Managers
New Jersey
$15.4M +$645K +31,885 +4%

STWD Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q1 2024, worth a combined $3.14B — down 8.6% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new STWD positions and 55 closed out — a net gain of 8 holders — while 169 added to existing stakes and 141 trimmed.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $130M.

  • 481 institutional investors held Starwood Property Trust (STWD) as of Q1 2024, down from 483 in Q4 2023.
  • Funds reported $3.14B of Starwood Property Trust stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 63 funds opened new Starwood Property Trust positions in Q1 2024 and 55 closed out, a net change of +8 holders.
  • The largest Starwood Property Trust buyer in Q1 2024 was Schonfeld Strategic Advisors, an estimated $13.4M added.
  • The largest Starwood Property Trust seller in Q1 2024 was Morgan Stanley, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2024.