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Starwood Property Trust

492 hedge funds and large institutions have $2.86B invested in Starwood Property Trust in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $145M | Put options by funds: $95.3M

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

19% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 150

2% more funds holding

Funds holding: 481492 (+11)

1.59% less ownership

Funds ownership: 49.25%47.66% (-1.6%)

9% less capital invested

Capital invested by funds: $3.14B → $2.86B (-$281M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
492
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
178
Reduced
150
Closed
56
Calls
$145M
Puts
$95.3M
Net Calls
+$49.5M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$560M -$8.93M -458,393 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$550M +$5.26M +269,723 +0.9%
State Street
3
State Street
Massachusetts
$176M +$971K +49,823 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$121M -$9.73M -499,308 -7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$93.7M +$2.96M +152,127 +3%
Northern Trust
6
Northern Trust
Illinois
$83.3M +$6.5M +333,431 +8%
JP Morgan Chase
7
JP Morgan Chase
New York
$77.5M -$24.7M -1,265,392 -24%
Norges Bank
8
Norges Bank
Norway
$64.7M +$3.25M +166,612 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$55.5M +$58.2K +2,987 +0.1%
Wells Fargo
10
Wells Fargo
California
$44.8M +$1.3M +66,872 +3%
Ameriprise
11
Ameriprise
Minnesota
$42.1M +$9.47M +486,149 +28%
Charles Schwab
12
Charles Schwab
California
$37.8M +$608K +31,198 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$29.8M +$27.2M +1,397,963 +790%
Bank of America
14
Bank of America
North Carolina
$27.7M -$2.61M -133,696 -8%
N
15
Nuveen
North Carolina
$26.4M +$819K +42,029 +3%
Invesco
16
Invesco
Georgia
$25.8M +$1.41M +72,172 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$25.1M -$1.18M -60,727 -4%
ACM
18
Advisors Capital Management
New Jersey
$23.5M +$1.04M +53,430 +5%
RJA
19
Raymond James & Associates
Florida
$20.5M -$1.73M -88,694 -8%
VanEck Associates
20
VanEck Associates
New York
$19.6M -$4.22M -216,394 -17%
Principal Financial Group
21
Principal Financial Group
Iowa
$18.9M -$2.36M -120,949 -11%
UBS Group
22
UBS Group
Switzerland
$17.5M -$1.24M -63,743 -6%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$16.6M +$17M +874,481 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$16.4M +$63.5K +3,259 +0.4%
VWM
25
Valley Wealth Managers
New Jersey
$14.9M +$580K +29,770 +4%

STWD Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Starwood Property Trust (STWD) for Q2 2024, worth a combined $2.86B — down 9% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new STWD positions and 56 closed out — a net gain of 18 holders — while 178 added to existing stakes and 150 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $27.2M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $51.2M.

  • 492 institutional investors held Starwood Property Trust (STWD) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $2.86B of Starwood Property Trust stock for Q2 2024, down 9% quarter-over-quarter.
  • 74 funds opened new Starwood Property Trust positions in Q2 2024 and 56 closed out, a net change of +18 holders.
  • The largest Starwood Property Trust buyer in Q2 2024 was HighTower Advisors, an estimated $27.2M added.
  • The largest Starwood Property Trust seller in Q2 2024 was Cardinal Capital Management LLC (Connecticut), an estimated $51.2M sold.

Based on aggregated 13F filings for Q2 2024.