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Blackstone Mortgage Trust

312 hedge funds and large institutions have $2.71B invested in Blackstone Mortgage Trust in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 112 increasing their positions, 99 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

13% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 99

11% more capital invested

Capital invested by funds: $2.45B → $2.71B (+$261M)

6% more funds holding

Funds holding: 293312 (+19)

1.08% less ownership

Funds ownership: 60.74%59.66% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

36% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $52.6M

Holders
312
Holders Change
+19
Holders Change %
+6.48%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
52
Increased
112
Reduced
99
Closed
30
Calls
$33.7M
Puts
$52.6M
Net Calls
-$18.9M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$66K
BWP
252
Baldwin Wealth Partners
Massachusetts
$62K +$14.5K +500 +33%
GWM
253
Geneos Wealth Management
Colorado
$61K
NFG
254
Next Financial Group
Texas
$57K -$10.6K -366 -17%
S
255
SignatureFD
Georgia
$55K
CLOS
256
Compagnie Lombard Odier SCmA
Switzerland
$53K
TWM
257
Tradition Wealth Management
Minnesota
$51K +$1.08K +37 +2%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$50K -$2.06K -71 -4%
HPC
259
HM Payson & Co
Maine
$47K
GWSG
260
GPS Wealth Strategies Group
Colorado
$47K +$44.2K +1,520 New
RCA
261
Ranch Capital Advisors
Florida
$41K
ADIM
262
Alpha DNA Investment Management
Maryland
$37K
NIPH
263
NN Investment Partners Holdings
Netherlands
$37K +$34.9K +1,200 New
WT
264
Washington Trust
Rhode Island
$36K
HFS
265
HBC Financial Services
Washington
$35.8K +$11.6K +400 +57%
PG
266
Proffitt & Goodson
Tennessee
$35K -$35.2K -1,210 -52%
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$27K +$25.2K +865 New
PCFFS
268
Pacific Center for Financial Services
California
$26K
LWA
269
Lenox Wealth Advisors
New York
$24K
First Manhattan
270
First Manhattan
New York
$23K
APA
271
American Portfolios Advisors
New York
$21.7K -$1.45K -50 -7%
PA
272
Parallel Advisors
California
$19K +$3.43K +118 +24%
DOA
273
D'Orazio & Associates
Virginia
$18K +$378 +13 +2%
FCA
274
FinTrust Capital Advisors
South Carolina
$18K +$3.87K +133 +30%
EWM
275
Edge Wealth Management
New York
$16K

BXMT Hedge Fund Activity: Q1 2021 in Review

312 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2021, worth a combined $2.71B — up 11% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BXMT positions and 30 closed out — a net gain of 22 holders — while 112 added to existing stakes and 99 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31.9M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $43.3M sold.

  • 312 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2021, up from 293 in Q4 2020.
  • Funds reported $2.71B of Blackstone Mortgage Trust stock for Q1 2021, up 11% quarter-over-quarter.
  • 52 funds opened new Blackstone Mortgage Trust positions in Q1 2021 and 30 closed out, a net change of +22 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2021 was Citadel Advisors, an estimated $31.9M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2021 was Nan Shan Life Insurance, an estimated $43.3M sold.

Based on aggregated 13F filings for Q1 2021.