We are live on ! Find out more
BXMT icon

Blackstone Mortgage Trust

320 hedge funds and large institutions have $1.47B invested in Blackstone Mortgage Trust in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 103 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 103

7% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $4.18M

2.95% less ownership

Funds ownership: 61.26%58.31% (-2.9%)

15% less funds holding

Funds holding: 378320 (-58)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

52% less capital invested

Capital invested by funds: $3.06B → $1.47B (-$1.59B)

53% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 102

Holders
320
Holders Change
-58
Holders Change %
-15.34%
% of All Funds
7.05%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
48
Increased
119
Reduced
103
Closed
102
Calls
$3.88M
Puts
$4.18M
Net Calls
-$295K
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$196K -$78.2K -2,302 -18%
WA
227
Wealthstar Advisors
Texas
$194K +$31.4K +925 +10%
AAS
228
Avantax Advisory Services
Texas
$193K +$48.7K +1,434 +16%
CCM
229
Coe Capital Management
Illinois
$192K -$9.34K -275 -3%
FPB
230
First PREMIER Bank
South Dakota
$192K
PCM
231
Palisade Capital Management
New Jersey
$186K +$340K +10,000 New
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$184K -$741K -21,829 -67%
QI
233
QS Investors
New York
$181K -$242K -7,123 -42%
NCM
234
Next Capital Management
New York
$171K
William Blair & Company
235
William Blair & Company
Illinois
$168K -$20.5K -604 -6%
MA
236
MCF Advisors
Kentucky
$160K
Canada Life
237
Canada Life
Manitoba, Canada
$159K +$7.84K +231 +3%
PI
238
PEAK6 Investments
Illinois
$158K +$289K +8,497 New
BC
239
Barnett & Company
Tennessee
$146K -$17.3K -510 -6%
SNT
240
Security National Trust
West Virginia
$136K
FHA
241
Flagship Harbor Advisors
Massachusetts
$112K -$125K -3,681 -38%
Macquarie Group
242
Macquarie Group
Australia
$107K -$31.5K -928 -14%
TRCT
243
Tower Research Capital (TRC)
New York
$107K +$82.3K +2,422 +73%
APA
244
American Portfolios Advisors
New York
$107K -$118K -3,479 -38%
AIM
245
Arcadia Investment Management
Michigan
$96K
RCA
246
Ranch Capital Advisors
Florida
$94K +$172K +5,050 New
ASN
247
Advisory Services Network
Georgia
$91K +$34.8K +1,026 +27%
JPLA
248
Joseph P. Lucia & Associates
New York
$83K
CAN
249
Claraphi Advisory Network
United States
$82K -$183K -5,375 -55%
ST
250
Smithfield Trust
Pennsylvania
$74K

BXMT Hedge Fund Activity: Q1 2020 in Review

320 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2020, worth a combined $1.47B — down 52% from $3.06B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of BXMT and 48 opened new positions — a net loss of 54 holders — while 103 trimmed existing stakes and 119 added.

The largest buyer was Goldman Sachs, adding an estimated $30.2M. The largest seller was Neuberger Berman Group, cutting an estimated $48.4M.

  • 320 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2020, down from 378 in Q4 2019.
  • Funds reported $1.47B of Blackstone Mortgage Trust stock for Q1 2020, down 52% quarter-over-quarter.
  • 48 funds opened new Blackstone Mortgage Trust positions in Q1 2020 and 102 closed out, a net change of -54 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2020 was Goldman Sachs, an estimated $30.2M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2020 was Neuberger Berman Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q1 2020.