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Blackstone Mortgage Trust

350 hedge funds and large institutions have $2.85B invested in Blackstone Mortgage Trust in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 73

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

16% more call options, than puts

Call options by funds: $70.3M | Put options by funds: $60.8M

7% more capital invested

Capital invested by funds: $2.66B → $2.85B (+$191M)

5% more funds holding

Funds holding: 333350 (+17)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.25% less ownership

Funds ownership: 55.87%55.62% (-0.25%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
5.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
151
Reduced
73
Closed
36
Calls
$70.3M
Puts
$60.8M
Net Calls
+$9.49M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
251
Ironwood Investment Management
Massachusetts
$230K
SC
252
Sepio Capital
Utah
$230K
X
253
Xponance
Pennsylvania
$228K +$16.2K +510 +7%
Truist Financial
254
Truist Financial
North Carolina
$224K +$233K +7,320 New
CPO
255
Cerity Partners OCIO
New York
$224K +$233K +7,330 New
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$222K +$3.18K +100 +1%
GAG
257
GM Advisory Group
New York
$222K -$3.97K -125 -2%
AWM
258
AE Wealth Management
Kansas
$222K -$827 -26 -0.4%
FWM
259
Frontier Wealth Management
Missouri
$220K
CIM
260
CIM Investment Management
Pennsylvania
$218K
William Blair & Company
261
William Blair & Company
Illinois
$218K
IB
262
Intrust Bank
Kansas
$217K -$44.2K -1,389 -16%
EGM
263
Engineers Gate Manager
New York
$217K +$226K +7,098 New
HVIA
264
Hudson Valley Investment Advisors
New York
$213K +$221K +6,950 New
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$213K +$221K +6,959 New
SIA
266
Schechter Investment Advisors
Michigan
$213K +$222K +6,982 New
TRCT
267
Tower Research Capital (TRC)
New York
$203K -$281K -8,825 -57%
QT
268
Quantamental Technologies
New York
$201K +$209K +6,565 New
EFS
269
Essex Financial Services
Connecticut
$200K -$161K -5,068 -44%
CA
270
Clearstead Advisors
Ohio
$193K
CCA
271
Catalyst Capital Advisors
New York
$176K +$10.8K +340 +6%
IA
272
IFP Advisors
Florida
$169K +$38.4K +1,209 +29%
Ohio Public Employees Retirement System (OPERS)
273
Ohio Public Employees Retirement System (OPERS)
Ohio
$166K +$10.3K +325 +6%
FFWM
274
Future Financial Wealth Management
Ohio
$154K +$158K +4,960 New
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$147K +$153K +4,802 New

BXMT Hedge Fund Activity: Q4 2021 in Review

350 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q4 2021, worth a combined $2.85B — up 7.2% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BXMT positions and 36 closed out — a net gain of 23 holders — while 151 added to existing stakes and 73 trimmed.

The largest buyer was Artemis Investment Management, adding an estimated $37.3M. The largest seller was Egerton Capital (UK), cutting an estimated $25.2M.

  • 350 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q4 2021, up from 333 in Q3 2021.
  • Funds reported $2.85B of Blackstone Mortgage Trust stock for Q4 2021, up 7.2% quarter-over-quarter.
  • 59 funds opened new Blackstone Mortgage Trust positions in Q4 2021 and 36 closed out, a net change of +23 holders.
  • The largest Blackstone Mortgage Trust buyer in Q4 2021 was Artemis Investment Management, an estimated $37.3M added.
  • The largest Blackstone Mortgage Trust seller in Q4 2021 was Egerton Capital (UK), an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2021.