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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
POIA
276
Pin Oak Investment Advisors
Texas
$16K
WB
277
Webster Bank
Connecticut
$16K
AWA
278
Arkadios Wealth Advisors
Georgia
$16K +$145 +5 +1%
GEA
279
Glen Eagle Advisors
New Jersey
$15.5K
JCM
280
Jacobi Capital Management
Pennsylvania
$14K
SOW
281
State of Wyoming
Wyoming
$14K +$12.9K +445 New
QCG
282
Quadrant Capital Group
Ohio
$13K
NSIM
283
North Star Investment Management
Illinois
$12K
BWM
284
BerganKDV Wealth Management
Minnesota
$12K +$262 +9 +2%
CAC
285
Certified Advisory Corp
Florida
$11K +$10.2K +350 New
LWANC
286
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K
SIM
287
Sonora Investment Management
Arizona
$9K
BCA
288
Berman Capital Advisors
Georgia
$9K +$58 +2 +0.7%
TWA
289
TCI Wealth Advisors
Arizona
$9K +$8.4K +289 New
SWA
290
SOA Wealth Advisors
New York
$8K
TFS
291
TrustCore Financial Services
Tennessee
$8K +$7.88K +271 New
VRM
292
Vectors Research Management
New York
$7K +$6.22K +214 New
DAM
293
Delta Asset Management
Tennessee
$6K
GWMIA
294
Global Wealth Management Investment Advisory
Florida
$5K
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$5K +$4.92K +169 New
GWS
296
Glassman Wealth Services
Virginia
$4K -$112K -3,850 -97%
PMFA
297
Plante Moran Financial Advisors
Michigan
$4K +$4.19K +144 New
BBHC
298
Brown Brothers Harriman & Co
New York
$3.99K -$55K -1,892 -1%
Fidelity Investments
299
Fidelity Investments
Massachusetts
$3K -$52.2K -1,795 -96%
SQA
300
Simon Quick Advisors
New Jersey
$3K -$4.36K -150 -60%

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.