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Blackstone Mortgage Trust

355 hedge funds and large institutions have $2.9B invested in Blackstone Mortgage Trust in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 155 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

82% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 85

10% more capital invested

Capital invested by funds: $2.63B → $2.9B (+$275M)

5% more funds holding

Funds holding: 339355 (+16)

0.83% less ownership

Funds ownership: 60.96%60.13% (-0.83%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

84% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $13.9M

Holders
355
Holders Change
+16
Holders Change %
+4.72%
% of All Funds
7.71%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
47
Increased
155
Reduced
85
Closed
24
Calls
$2.26M
Puts
$13.9M
Net Calls
-$11.6M
Net Calls Change
-$9.59M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
251
Zacks Investment Management
Illinois
$296K +$296K +8,322 New
EFS
252
Essex Financial Services
Connecticut
$286K -$35.6K -1,000 -11%
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$285K +$27.3K +766 +11%
IAA
254
Independent Advisor Alliance
North Carolina
$285K +$64.7K +1,819 +29%
OC
255
Oppenheimer & Co
New York
$278K -$234K -6,576 -46%
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$273K +$391 +11 +0.1%
CAN
257
Cetera Advisor Networks
California
$273K +$17K +479 +7%
SI
258
Stephens Inc
Arkansas
$272K +$320 +9 +0.1%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$263K -$23.4K -659 -8%
P
260
Pitcairn
Pennsylvania
$262K +$263K +7,389 New
SNT
261
Security National Trust
West Virginia
$260K
CCM
262
Canal Capital Management
Virginia
$255K +$255K +7,178 New
HVIA
263
Hudson Valley Investment Advisors
New York
$247K
AIP
264
Ahrens Investment Partners
Louisiana
$246K
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$245K -$1.39K -39 -0.6%
BAM
266
Blueshift Asset Management
New Jersey
$239K +$239K +6,716 New
Zurich Cantonal Bank
267
Zurich Cantonal Bank
Switzerland
$230K
ECM
268
Evergreen Capital Management
Washington
$223K +$223K +6,275 New
HKAM
269
Horizon Kinetics Asset Management
New York
$221K -$10.7K -300 -5%
William Blair & Company
270
William Blair & Company
Illinois
$218K
SWP
271
Stratos Wealth Partners
Ohio
$217K +$217K +6,096 New
JHCP
272
Jackson Hole Capital Partners
Oklahoma
$208K
PCM
273
Prelude Capital Management
New York
$206K +$28.5K +800 +16%
VF
274
Virtu Financial
New York
$203K -$137K -3,851 -40%
Federated Hermes
275
Federated Hermes
Pennsylvania
$196K -$160K -4,500 -45%

BXMT Hedge Fund Activity: Q2 2019 in Review

355 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q2 2019, worth a combined $2.9B — up 10% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BXMT positions and 24 closed out — a net gain of 23 holders — while 155 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $44.4M. The largest seller was Clough Capital Partners, cutting an estimated $13M.

  • 355 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q2 2019, up from 339 in Q1 2019.
  • Funds reported $2.9B of Blackstone Mortgage Trust stock for Q2 2019, up 10% quarter-over-quarter.
  • 47 funds opened new Blackstone Mortgage Trust positions in Q2 2019 and 24 closed out, a net change of +23 holders.
  • The largest Blackstone Mortgage Trust buyer in Q2 2019 was Invesco, an estimated $44.4M added.
  • The largest Blackstone Mortgage Trust seller in Q2 2019 was Clough Capital Partners, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2019.