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Blackstone Mortgage Trust

320 hedge funds and large institutions have $1.47B invested in Blackstone Mortgage Trust in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 103 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 103

7% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $4.18M

2.95% less ownership

Funds ownership: 61.26%58.31% (-2.9%)

15% less funds holding

Funds holding: 378320 (-58)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

52% less capital invested

Capital invested by funds: $3.06B → $1.47B (-$1.59B)

53% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 102

Holders
320
Holders Change
-58
Holders Change %
-15.34%
% of All Funds
7.05%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
48
Increased
119
Reduced
103
Closed
102
Calls
$3.88M
Puts
$4.18M
Net Calls
-$295K
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
276
Baldwin Wealth Partners
Massachusetts
$19K
ClearBridge Investments
277
ClearBridge Investments
New York
$19K
BFEC
278
Benjamin F. Edwards & Company
Missouri
$17K
WEC
279
Winslow Evans & Crocker
Massachusetts
$16K -$17.3K -510 -39%
PCFFS
280
Pacific Center for Financial Services
California
$16K
SIM
281
Sonora Investment Management
Arizona
$16K +$10.2K +300 +55%
QCG
282
Quadrant Capital Group
Ohio
$16K +$28.9K +850 +14,167%
WAP
283
Wealthcare Advisory Partners
Pennsylvania
$15K +$26.5K +781 New
AC
284
AlphaCore Capital
California
$15K +$26.7K +786 New
LWA
285
Lenox Wealth Advisors
New York
$14K
First Manhattan
286
First Manhattan
New York
$13K -$6.79K -200 -21%
EWP
287
Engrave Wealth Partners
Texas
$11K
CTC
288
Central Trust Company
Missouri
$11K +$14.9K +440 +259%
GSWM
289
Golden State Wealth Management
California
$11K +$19.2K +566 New
PCG
290
Private Capital Group
Connecticut
$9K -$1.09K -32 -6%
CFA
291
Carroll Financial Associates
North Carolina
$9K
OIA
292
Optimum Investment Advisors
Illinois
$9K
WB
293
Webster Bank
Connecticut
$9K
CIA
294
CSat Investment Advisory
Michigan
$9K +$2.31K +68 +17%
EWM
295
Edge Wealth Management
New York
$8K -$1.29K -38 -8%
JCM
296
Jacobi Capital Management
Pennsylvania
$8K
FCMT
297
Founders Capital Management (Texas)
Texas
$8K +$238 +7 +2%
NSIM
298
North Star Investment Management
Illinois
$7K
BWM
299
BerganKDV Wealth Management
Minnesota
$7K +$204 +6 +2%
CAC
300
Certified Advisory Corp
Florida
$6K +$204 +6 +2%

BXMT Hedge Fund Activity: Q1 2020 in Review

320 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2020, worth a combined $1.47B — down 52% from $3.06B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of BXMT and 48 opened new positions — a net loss of 54 holders — while 103 trimmed existing stakes and 119 added.

The largest buyer was Goldman Sachs, adding an estimated $30.2M. The largest seller was Neuberger Berman Group, cutting an estimated $48.4M.

  • 320 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2020, down from 378 in Q4 2019.
  • Funds reported $1.47B of Blackstone Mortgage Trust stock for Q1 2020, down 52% quarter-over-quarter.
  • 48 funds opened new Blackstone Mortgage Trust positions in Q1 2020 and 102 closed out, a net change of -54 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2020 was Goldman Sachs, an estimated $30.2M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2020 was Neuberger Berman Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q1 2020.