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Blackstone Mortgage Trust

332 hedge funds and large institutions have $1.69B invested in Blackstone Mortgage Trust in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 75 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 75

1.02% less ownership

Funds ownership: 55.4%54.38% (-1%)

5% less funds holding

Funds holding: 348332 (-16)

24% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 54

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

40% less capital invested

Capital invested by funds: $2.81B → $1.69B (-$1.12B)

72% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $120M

Holders
332
Holders Change
-16
Holders Change %
-4.6%
% of All Funds
5.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
160
Reduced
75
Closed
54
Calls
$33.5M
Puts
$120M
Net Calls
-$86M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Allworth Financial
California
$25.9K +$30.9K +1,450 New
SIC
277
Salem Investment Counselors
North Carolina
$24K +$27.7K +1,300 New
RFA
278
Register Financial Advisors
Georgia
$22.3K -$21.3K -1,000 -44%
WPWM
279
Western Pacific Wealth Management
Illinois
$21K
WT
280
Washington Trust
Rhode Island
$21K
TCA
281
Trifecta Capital Advisors
Illinois
$19.6K
BAAM
282
Baker Avenue Asset Management
California
$18.9K -$1.04M -48,923 -98%
SC
283
Sawyer & Company
Massachusetts
$17K
HNB
284
Huntington National Bank
Ohio
$15.6K +$17.4K +815 +1,336%
PCFFS
285
Pacific Center for Financial Services
California
$15.2K +$18.1K +850 New
HI
286
Harbour Investments
Wisconsin
$12.9K +$299 +14 +2%
LC
287
Lindbrook Capital
California
$12.7K +$13.9K +650 +1,032%
MLA
288
MB, Levis & Associates
Pennsylvania
$12.4K +$7.66K +359 +108%
BAM
289
Baldrige Asset Management
Pennsylvania
$11K
AP
290
Advisors Preferred
Maryland
$10.3K +$12.4K +579 New
AIP
291
Ahrens Investment Partners
Louisiana
$9.82K +$11.7K +550 New
RTC
292
Riverview Trust Company
Washington
$9.66K
PG
293
Proffitt & Goodson
Tennessee
$9.64K
WB
294
Webster Bank
Connecticut
$9.07K
FFA
295
Farther Finance Advisors
California
$8.93K -$149 -7 -1%
BIA
296
Bell Investment Advisors
California
$8.55K +$5.61K +263 +122%
BWM
297
BerganKDV Wealth Management
Minnesota
$8.29K +$256 +12 +3%
TWM
298
Tradition Wealth Management
Minnesota
$8K -$40.2K -1,886 -80%
RCM
299
Rain Capital Management
Oregon
$7.51K +$8.98K +421 New
TWA
300
TCI Wealth Advisors
Arizona
$7.28K +$2.69K +126 +45%

BXMT Hedge Fund Activity: Q1 2023 in Review

332 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2023, worth a combined $1.69B — down 40% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of BXMT and 41 opened new positions — a net loss of 13 holders — while 75 trimmed existing stakes and 160 added.

The largest buyer was Millennium Management, adding an estimated $21.7M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $31.2M sold.

  • 332 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2023, down from 348 in Q4 2022.
  • Funds reported $1.69B of Blackstone Mortgage Trust stock for Q1 2023, down 40% quarter-over-quarter.
  • 41 funds opened new Blackstone Mortgage Trust positions in Q1 2023 and 54 closed out, a net change of -13 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2023 was Millennium Management, an estimated $21.7M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2023 was 1832 Asset Management, an estimated $31.2M sold.

Based on aggregated 13F filings for Q1 2023.