undamentalytics Newsletter

Starwood Property Trust, Inc.: which funds bought and sold

Institutions that bought and sold Starwood Property Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 249 institutions that filed 13F reports for both quarters added to or opened positions in Starwood Property Trust, and 222 cut or closed them. Together they added a net 953K shares, +0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 696K shares (+7.6%); index fund managers were net buyers of 268K shares (+0.3%). 53 opened a new position and 60 sold out entirely.

Bought, Q2 2026 249 institutions, 53 of them new holders Sold, Q2 2026 222 institutions, 60 of them sold out
Net change, all compared +953K shares (+0.5%)
Net change, active managers +696K shares (+7.6%), 21 bought, 11 sold

Buyers versus sellers

institutions compared, 569
Active managers and hedge funds 21 bought · 11 sold · +696K
Index fund managers 7 bought · 4 sold · +268K
Other institutions 221 bought · 207 sold · −11K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley +1.4M +18.3% 8.8M $144M
Blackrock, Inc. Index funds +727K +2.1% 36.0M $589M
D. E. Shaw & Co., Inc. Hedge fund +493K +93.2% 1.0M $16.8M
Citadel Advisors LLC Hedge fund +401K +327.7% 524K $8.6M
Adage Capital Partners Gp, L.L.C. Hedge fund +385K +962.5% 425K $7M
FMR LLC Active manager +338K +677.6% 388K $6.4M
Susquehanna International Group, LLP +315K +368.6% 401K $6.6M
Raymond James Financial Inc +302K +11.5% 2.9M $48M
Advisors Capital Management, LLC +277K +6.9% 4.3M $70.1M
Marshall Wace, LLP Hedge fund +259K New position 259K $4.2M
Hightower Advisors, LLC +247K +8.8% 3.0M $49.9M
Balyasny Asset Management L.P. Hedge fund +238K New position 238K $3.9M
LPL Financial LLC +199K +27.6% 918K $15M
Vanguard Capital Management LLC Index funds +187K +1.2% 15.8M $258M
BNP Paribas Financial Markets +178K +420.7% 220K $3.6M
Van Eck Associates Corp +174K +12.2% 1.6M $26.2M
Qrg Capital Management, Inc. +174K +101.4% 345K $5.6M
Holocene Advisors, LP Hedge fund +168K +102.6% 332K $5.4M
Tudor Investment Corp Et Al Hedge fund +155K +260.2% 215K $3.5M
Nfc Investments, LLC +154K +22.8% 826K $13.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Two Sigma Investments, LP Hedge fund −1.4M −38.5% 2.2M $36.2M
Northern Trust Corp Index funds −916K −16.9% 4.5M $74M
Ameriprise Financial Inc −733K −12.8% 5.0M $81.6M
Columbus Macro, LLC −652K Sold out 0 —
HRT Financial LP −624K Sold out 0 —
Cetera Investment Advisers −614K −80.3% 151K $2.5M
Envestnet Asset Management Inc −607K −74.4% 209K $3.4M
Goldman Sachs Group Inc −436K −22.4% 1.5M $24.8M
Winton Group Ltd Hedge fund −377K −89.9% 42K $694,299
Invesco Ltd. −210K −13.1% 1.4M $22.9M
Wealth Enhancement Advisory Services, LLC −181K −62.4% 109K $1.8M
Voloridge Investment Management, LLC Hedge fund −170K Sold out 0 —
Nuveen, LLC −124K −16.2% 638K $10.4M
Prevail Innovative Wealth Advisors, LLC −123K Sold out 0 —
Natixis Advisors, LLC −122K −49.2% 126K $2.1M
Corient Private Wealth LP −121K −41.0% 174K $2.8M
Connor, Clark & Lunn Investment Management Ltd. −117K Sold out 0 —
Xtx Topco Ltd −99K −71.4% 40K $648,894
Bank Of New York Mellon Corp −97K −4.0% 2.4M $38.5M
Edgestream Partners, L.P. Hedge fund −92K −50.9% 89K $1.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Marshall Wace, LLPHedge fund 259K $4.2M
Balyasny Asset Management L.P.Hedge fund 238K $3.9M
Condor Capital Management 147K $2.4M
Qube Research & Technologies LtdHedge fund 91K $1.5M
Aster Capital Management (Difc) Ltd 89K $1.5M
Ameritas Advisory Services, LLC 52K $847,617
Brevan Howard Capital Management LPHedge fund 50K $823,914
Graham Capital Management, L.P.Hedge fund 47K $766,043
Xcelsior Advisor Partners LLC 45K $737,673
Capital Fund Management S.A.Hedge fund 33K $545,748

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
515
Ten largest holders
59.7%
of 13F-reported shares
Index fund managers
51.5%
of 13F-reported shares
Active managers and hedge funds
5.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 21 11 7 4 +696K +7.6%
Index fund managers 7 4 0 0 +268K +0.3%
Other institutions 221 207 46 56 −11K −0.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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