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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
ST
276
Smithfield Trust
Pennsylvania
$122K
SWM
277
Spire Wealth Management
Virginia
$119K +$88.6K +2,786 +253%
EVM
278
Eaton Vance Management
Massachusetts
$110K +$35K +1,100 +44%
TWM
279
Tradition Wealth Management
Minnesota
$99K +$48.7K +1,532 +90%
Ensign Peak Advisors
280
Ensign Peak Advisors
Utah
$98K +$101K +3,190 New
BWL
281
Bogart Wealth LLC
Virginia
$86K
MA
282
MUFG Americas
New York
$78K
Macquarie Group
283
Macquarie Group
Australia
$77K
WWMSC
284
Wagner Wealth Management (South Carolina)
South Carolina
$72K +$74.7K +2,350 New
APA
285
American Portfolios Advisors
New York
$68.4K +$1.08K +34 +2%
WPWM
286
Western Pacific Wealth Management
Illinois
$67K +$70.6K +2,220 New
CC
287
Commons Capital
Massachusetts
$64K +$66.3K +2,086 New
BWP
288
Baldwin Wealth Partners
Massachusetts
$61K
S
289
SignatureFD
Georgia
$61K +$6.29K +198 +11%
C
290
Covestor
United Kingdom
$60K +$62.5K +1,966 New
NFG
291
Next Financial Group
Texas
$59K +$2.92K +92 +5%
GWM
292
Geneos Wealth Management
Colorado
$57K
CLOS
293
Compagnie Lombard Odier SCmA
Switzerland
$52K
MWC
294
MBM Wealth Consultants
Missouri
$52K +$54K +1,698 New
PFBT
295
Parkside Financial Bank & Trust
Missouri
$49K -$14K -440 -22%
VI
296
Vestcor Inc
New Brunswick, Canada
$48K +$49.9K +1,571 New
HPC
297
HM Payson & Co
Maine
$46K
GWSG
298
GPS Wealth Strategies Group
Colorado
$42K
PA
299
Parallel Advisors
California
$38K +$19.8K +622 +99%
NIPH
300
NN Investment Partners Holdings
Netherlands
$37K -$35K -1,100 -48%

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.