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Blackstone Mortgage Trust

319 hedge funds and large institutions have $2.2B invested in Blackstone Mortgage Trust in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 130 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.96% less ownership

Funds ownership: 66.63%63.67% (-3%)

7% less funds holding

Funds holding: 342319 (-23)

10% less capital invested

Capital invested by funds: $2.45B → $2.2B (-$247M)

18% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 130

32% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 56

44% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $111M

Holders
319
Holders Change
-23
Holders Change %
-6.73%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
106
Reduced
130
Closed
56
Calls
$61.6M
Puts
$111M
Net Calls
-$49M
Net Calls Change
+$62.3M
Name Holding Trade Value Shares
Change
Change in
Stake
X
226
Xponance
Pennsylvania
$209K -$101 -5 -0%
MWA
227
Monograph Wealth Advisors
California
$205K +$201K +10,000 New
FPB
228
First PREMIER Bank
South Dakota
$205K
WA
229
Wealthstar Advisors
Texas
$202K -$2.11K -105 -1%
MML Investors Services
230
MML Investors Services
Massachusetts
$202K -$97.5K -4,844 -32%
JFG
231
Jefferies Financial Group
New York
$201K +$203K +10,094 New
MFG
232
Merit Financial Group
Georgia
$184K +$7.27K +361 +4%
MLICM
233
Metropolitan Life Insurance Company (MetLife)
New York
$180K -$17.4K -864 -9%
WSCM
234
Wellington Shields Capital Management
New York
$167K -$30.1K -1,493 -15%
QCG
235
Quadrant Capital Group
Ohio
$162K -$59.9K -2,977 -27%
NFSG
236
Newbridge Financial Services Group
Florida
$159K -$9.5K -472 -6%
IA
237
IFP Advisors
Florida
$155K +$70.8K +3,515 +82%
PA
238
Parallel Advisors
California
$127K -$3.72K -185 -3%
TRCT
239
Tower Research Capital (TRC)
New York
$112K -$1.18M -58,478 -91%
FFWM
240
Future Financial Wealth Management
Ohio
$110K +$111K +5,500 New
Parallax Volatility Advisers
241
Parallax Volatility Advisers
California
$102K -$1.02M -50,668 -91%
C
242
Covestor
United Kingdom
$97K +$36.8K +1,830 +60%
US Bancorp
243
US Bancorp
Minnesota
$88.7K -$218K -10,816 -71%
WCM
244
Westend Capital Management
California
$82.7K +$83.6K +4,154 New
KBC Group
245
KBC Group
Belgium
$77K +$32.4K +1,608 +72%
AF
246
Advisornet Financial
Minnesota
$74.3K -$44.3K -2,200 -37%
PTC
247
Private Trust Company
Ohio
$72.3K
SPIA
248
Steward Partners Investment Advisory
New York
$69.2K -$57.9K -2,876 -45%
EWA
249
EverSource Wealth Advisors
Alabama
$69.1K -$40.5K -2,010 -34%
GRP
250
Global Retirement Partners
California
$67.1K +$5.6K +278 +9%

BXMT Hedge Fund Activity: Q1 2024 in Review

319 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2024, worth a combined $2.2B — down 10% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BXMT and 38 opened new positions — a net loss of 18 holders — while 130 trimmed existing stakes and 106 added.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $7.57M. The largest seller was Morgan Stanley, cutting an estimated $71.7M.

  • 319 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2024, down from 342 in Q4 2023.
  • Funds reported $2.2B of Blackstone Mortgage Trust stock for Q1 2024, down 10% quarter-over-quarter.
  • 38 funds opened new Blackstone Mortgage Trust positions in Q1 2024 and 56 closed out, a net change of -18 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2024 was Schonfeld Strategic Advisors, an estimated $7.57M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2024 was Morgan Stanley, an estimated $71.7M sold.

Based on aggregated 13F filings for Q1 2024.