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Blackstone Mortgage Trust

342 hedge funds and large institutions have $2.45B invested in Blackstone Mortgage Trust in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

4% more funds holding

Funds holding: 328342 (+14)

1.8% more ownership

Funds ownership: 64.83%66.63% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

1% more capital invested

Capital invested by funds: $2.43B → $2.45B (+$17.6M)

63% less call options, than puts

Call options by funds: $66.2M | Put options by funds: $177M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
59
Increased
121
Reduced
113
Closed
42
Calls
$66.2M
Puts
$177M
Net Calls
-$111M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
226
TCTC Holdings
Texas
$249K
TSWM
227
Tyler-Stone Wealth Management
Ohio
$248K
MAS
228
Meeder Advisory Services
Ohio
$246K +$5.71K +265 +2%
EH
229
Equitable Holdings
New York
$241K -$20.6K -957 -8%
YIH
230
Y-Intercept (HK)
Hong Kong
$240K +$243K +11,282 New
Mackenzie Financial
231
Mackenzie Financial
Ontario, Canada
$238K -$47.4K -2,201 -16%
Brown Advisory
232
Brown Advisory
Maryland
$237K +$15.7K +727 +7%
QCG
233
Quadrant Capital Group
Ohio
$236K +$60.1K +2,790 +34%
TAM
234
Taurus Asset Management
New York
$234K
DIP
235
DT Investment Partners
Pennsylvania
$224K
X
236
Xponance
Pennsylvania
$223K +$5.84K +271 +3%
SCM
237
Stevens Capital Management
Pennsylvania
$223K +$226K +10,487 New
DA
238
Duality Advisers
Florida
$221K -$817K -37,915 -78%
XT
239
XTX Topco
Cayman Islands
$221K +$224K +10,370 New
TW
240
TritonPoint Wealth
Maryland
$219K +$216K +10,010 New
FPB
241
First PREMIER Bank
South Dakota
$219K
WA
242
Wealthstar Advisors
Texas
$218K +$410 +19 +0.2%
GCP
243
GSA Capital Partners
United Kingdom
$217K +$220K +10,218 New
Pathstone Holdings
244
Pathstone Holdings
New Jersey
$215K +$218K +10,103 New
TCBWMS
245
Texas Capital Bank Wealth Management Services
Texas
$213K -$431K -20,000 -67%
MLICM
246
Metropolitan Life Insurance Company (MetLife)
New York
$211K
WSCM
247
Wellington Shields Capital Management
New York
$210K -$487K -22,591 -70%
MFG
248
Merit Financial Group
Georgia
$209K +$212K +9,846 New
BW
249
Bison Wealth
Georgia
$207K +$210K +9,739 New
CA
250
Cetera Advisors
Colorado
$203K -$3.66M -169,824 -95%

BXMT Hedge Fund Activity: Q4 2023 in Review

342 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q4 2023, worth a combined $2.45B — up 0.72% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BXMT positions and 42 closed out — a net gain of 17 holders — while 121 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67.8M. The largest seller was CCLA Investment Management, cutting an estimated $33.9M.

  • 342 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q4 2023, up from 328 in Q3 2023.
  • Funds reported $2.45B of Blackstone Mortgage Trust stock for Q4 2023, up 0.72% quarter-over-quarter.
  • 59 funds opened new Blackstone Mortgage Trust positions in Q4 2023 and 42 closed out, a net change of +17 holders.
  • The largest Blackstone Mortgage Trust buyer in Q4 2023 was Morgan Stanley, an estimated $67.8M added.
  • The largest Blackstone Mortgage Trust seller in Q4 2023 was CCLA Investment Management, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2023.