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Blackstone Mortgage Trust
BXMT

328 hedge funds and large institutions have $2.43B invested in Blackstone Mortgage Trust in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 36

45% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 88

26% more capital invested

Capital invested by funds: $1.93B → $2.43B (+$502M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11.26% more ownership

Funds ownership: 53.57% → 64.83% (+11%)

5% more funds holding

Funds holding: 311 → 328 (+17)

59% less call options, than puts

Call options by funds: $60.9M | Put options by funds: $150M

Holders
328
Holders Change
+17
Holders Change %
+5.47%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
57
Increased
128
Reduced
88
Closed
36
Calls
$60.9M
Puts
$150M
Net Calls
-$89M
Net Calls Change
-$22M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$320M
2
State Street
State Street
Massachusetts
+$60.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$54.8M
4
Principal Financial Group
Principal Financial Group
Iowa
+$20.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.3M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$39.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$39.2M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$18M
4
Bank of America
Bank of America
North Carolina
-$16.7M
5
Goldman Sachs
Goldman Sachs
New York
-$8.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
226
RE Dickinson Investment Advisors
Iowa
$243K +$247K +11,150 New
SFWC
227
Strategic Family Wealth Counselors
New Jersey
$242K +$10.1K +457 +4%
CCA
228
Childress Capital Advisors
Texas
$241K +$246K +11,097 New
TAM
229
Taurus Asset Management
New York
$239K – – –
M&T Bank
230
M&T Bank
New York
$239K -$33.6K -1,517 -12%
MML Investors Services
231
MML Investors Services
Massachusetts
$237K -$52.3K -2,359 -18%
SA
232
SFI Advisors
New Jersey
$233K +$238K +10,718 New
DIP
233
DT Investment Partners
Pennsylvania
$233K +$197K +8,900 +494%
USAA
234
United Services Automobile Association
Texas
$229K +$234K +10,537 New
Brown Advisory
235
Brown Advisory
Maryland
$226K +$231K +10,409 New
FPB
236
First PREMIER Bank
South Dakota
$224K – – –
WA
237
Wealthstar Advisors
Texas
$223K +$421 +19 +0.2%
X
238
Xponance
Pennsylvania
$223K +$1.33K +60 +0.6%
SIG
239
Stonegate Investment Group
Alabama
$223K -$57.2K -2,579 -20%
RMC
240
Resources Management Corp
Connecticut
$222K – – –
AFG
241
Alterity Financial Group
Maine
$217K -$10.7K -484 -5%
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$216K +$10.6K +478 +5%
BAG
243
Bridgewealth Advisory Group
California
$214K – – –
KPWS
244
Kestra Private Wealth Services
Texas
$213K +$211K +9,515 New
PA
245
Profund Advisors
Maryland
$212K +$216K +9,748 New
ECM
246
Evergreen Capital Management
Washington
$209K +$208K +9,365 New
AWM
247
AE Wealth Management
Kansas
$207K +$211K +9,535 New
QT
248
Quantbot Technologies
New York
$207K +$211K +9,524 New
IAA
249
Independent Advisor Alliance
North Carolina
$207K +$211K +9,507 New
HJGA
250
Hardman Johnston Global Advisors
Connecticut
$207K -$13.3K -600 -6%
8 9
10
11 12

BXMT Hedge Fund Activity: Q3 2023 in Review

328 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q3 2023, worth a combined $2.43B — up 26% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BXMT positions and 36 closed out — a net gain of 21 holders — while 128 added to existing stakes and 88 trimmed.

The largest buyer was BlackRock, adding an estimated $320M. The largest seller was Victory Capital Management, cutting an estimated $39.8M.

  • 328 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q3 2023, up from 311 in Q2 2023.
  • Funds reported $2.43B of Blackstone Mortgage Trust stock for Q3 2023, up 26% quarter-over-quarter.
  • 57 funds opened new Blackstone Mortgage Trust positions in Q3 2023 and 36 closed out, a net change of +21 holders.
  • The largest Blackstone Mortgage Trust buyer in Q3 2023 was BlackRock, an estimated $320M added.
  • The largest Blackstone Mortgage Trust seller in Q3 2023 was Victory Capital Management, an estimated $39.8M sold.

Based on aggregated 13F filings for Q3 2023.