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Blackstone Mortgage Trust
BXMT

Overview Fund Activity

291 hedge funds and large institutions have $2.45B invested in Blackstone Mortgage Trust in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
49
Increased
101
Reduced
98
Closed
43
Calls
$22.9M
Puts
$22.4M
Net Calls
+$477K
Net Calls Change
-$8.43M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$17.6M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$15.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M
4
Morgan Stanley
Morgan Stanley
New York
+$9.14M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$8.5M

Top Sellers

1
GAM
GVO Asset Management
Switzerland
-$11M
2
NFC
Northeast Financial Consultants
Connecticut
-$8.19M
3
PFC
Phocas Financial Corp
California
-$7.23M
4
SFM
Soros Fund Management
New York
-$6.65M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
226
Joseph P. Lucia & Associates
New York
$122K +$122K +4,435 New
BC
227
Barnett & Company
Tennessee
$120K -$59.1K -2,150 -33%
ST
228
Smithfield Trust
Pennsylvania
$118K – – –
SNT
229
Security National Trust
West Virginia
$110K – – –
GWS
230
Glassman Wealth Services
Virginia
$109K +$22K +800 +25%
Ohio Public Employees Retirement System (OPERS)
231
Ohio Public Employees Retirement System (OPERS)
Ohio
$100K +$9.46K +343 +10%
IA
232
IFP Advisors
Florida
$94K +$6.35K +228 +7%
LGA
233
Lebenthal Global Advisors
New York
$94K +$94K +3,417 New
PFO
234
Pathstone Family Office
New Jersey
$91K +$91K +3,300 New
SFO
235
Standard Family Office
South Dakota
$82K +$82K +2,971 New
BWL
236
Bogart Wealth LLC
Virginia
$77K – – –
PA
237
Perennial Advisors
New York
$68K +$68K +2,466 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
PG
239
Proffitt & Goodson
Tennessee
$64K +$64K +2,342 New
PWPS
240
Pinnacle Wealth Planning Services
Ohio
$62K +$62K +2,257 New
NFG
241
Next Financial Group
Texas
$61K +$10.9K +387 +22%
GWM
242
Geneos Wealth Management
Colorado
$60K -$3.18K -100 -5%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$52K +$27.8K +1,003 +114%
S
244
SignatureFD
Georgia
$49K -$4.36K -158 -8%
CLOS
245
Compagnie Lombard Odier SCmA
Switzerland
$47K – – –
AWG
246
Altus Wealth Group
Colorado
$47K +$47K +1,700 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$45K -$1.05K -39 -2%
TWM
248
Tradition Wealth Management
Minnesota
$44K +$44K +1,597 New
HPC
249
HM Payson & Co
Maine
$41K – – –
BWP
250
Baldwin Wealth Partners
Massachusetts
$41K – – –
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