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Blackstone Mortgage Trust

342 hedge funds and large institutions have $2.45B invested in Blackstone Mortgage Trust in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

4% more funds holding

Funds holding: 328342 (+14)

1.8% more ownership

Funds ownership: 64.83%66.63% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

1% more capital invested

Capital invested by funds: $2.43B → $2.45B (+$17.6M)

63% less call options, than puts

Call options by funds: $66.2M | Put options by funds: $177M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
342
Holders Change
+14
Holders Change %
+4.27%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
59
Increased
121
Reduced
113
Closed
42
Calls
$66.2M
Puts
$177M
Net Calls
-$111M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
276
GAMMA Investing
California
$44.8K +$48.9K +2,268 New
BWP
277
Baldwin Wealth Partners
Massachusetts
$42.5K
CIA
278
Cape Investment Advisory
Georgia
$42.1K +$42.6K +1,978 New
CAS
279
Coppell Advisory Solutions
Texas
$27.3K +$3.79K +176 +16%
CBT
280
Central Bank & Trust
Kentucky
$25.3K +$25.7K +1,190 New
VCM
281
Versant Capital Management
Arizona
$24.7K -$3.82K -177 -13%
EC
282
EntryPoint Capital
New York
$24.2K +$24.5K +1,138 New
AF
283
Allworth Financial
California
$24.1K +$862 +40 +4%
HPC
284
HM Payson & Co
Maine
$21.3K
LA
285
LM Advisors
California
$20.1K +$20.4K +945 New
LC
286
Lindbrook Capital
California
$18.3K -$280 -13 -1%
PCFFS
287
Pacific Center for Financial Services
California
$18.1K
HI
288
Harbour Investments
Wisconsin
$16.4K +$323 +15 +2%
MLA
289
MB, Levis & Associates
Pennsylvania
$16.1K +$453 +21 +3%
HGA
290
Hobbs Group Advisors
South Carolina
$14.9K +$15.1K +700 New
MA
291
Montag & Associates
Georgia
$14.8K +$14.6K +675 New
GWSG
292
GPS Wealth Strategies Group
Colorado
$12.8K
RCM
293
Raleigh Capital Management
North Carolina
$11.7K +$2.16K +100 +22%
NS
294
NBC Securities
Alabama
$11K -$6.47K -300 -36%
PWA
295
Provenance Wealth Advisors
Florida
$10.8K
WB
296
Webster Bank
Connecticut
$10.8K
FFA
297
Farther Finance Advisors
California
$9.66K -$2.29K -106 -19%
AP
298
Advisors Preferred
Maryland
$9.55K
BIA
299
Bell Investment Advisors
California
$9.4K +$129 +6 +1%
HGERS
300
Householder Group Estate & Retirement Specialist
Arizona
$9K -$27.9K -1,293 -75%

BXMT Hedge Fund Activity: Q4 2023 in Review

342 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q4 2023, worth a combined $2.45B — up 0.72% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BXMT positions and 42 closed out — a net gain of 17 holders — while 121 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67.8M. The largest seller was CCLA Investment Management, cutting an estimated $33.9M.

  • 342 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q4 2023, up from 328 in Q3 2023.
  • Funds reported $2.45B of Blackstone Mortgage Trust stock for Q4 2023, up 0.72% quarter-over-quarter.
  • 59 funds opened new Blackstone Mortgage Trust positions in Q4 2023 and 42 closed out, a net change of +17 holders.
  • The largest Blackstone Mortgage Trust buyer in Q4 2023 was Morgan Stanley, an estimated $67.8M added.
  • The largest Blackstone Mortgage Trust seller in Q4 2023 was CCLA Investment Management, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2023.