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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
BWM
301
Baystate Wealth Management
Massachusetts
$8.64K +$259 +12 +3%
TLA
302
Tanglewood Legacy Advisors
Texas
$8.51K
VWM
303
Venturi Wealth Management
Texas
$8.51K
CCA
304
Criterion Capital Advisors
Tennessee
$8.51K +$8.62K +400 New
EC
305
Elequin Capital
New York
$8.34K -$345 -16 -4%
Mitsubishi UFJ Asset Management
306
Mitsubishi UFJ Asset Management
Japan
$7.62K
SWA
307
SOA Wealth Advisors
New York
$7.42K +$216 +10 +3%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$7.21K +$7.31K +339 New
CP
309
Castleview Partners
Texas
$6.81K
PA
310
PSI Advisors
Florida
$6.64K +$86 +4 +1%
GGI
311
Godsey & Gibb Inc
Virginia
$6.38K
AAP
312
Arax Advisory Partners
Colorado
$6.24K -$5.61K -260 -47%
SIS
313
Sound Income Strategies
Florida
$5.62K +$5.17K +240 +1,000%
RTL
314
Red Tortoise LLC
Georgia
$5.57K
HNB
315
Huntington National Bank
Ohio
$5.57K +$3.69K +171 +188%
GA
316
GoalVest Advisory
New York
$5.21K +$4.33K +201 +457%
POIA
317
Pin Oak Investment Advisors
Texas
$5K
DAM
318
Delta Asset Management
Tennessee
$4.25K
WT
319
Washington Trust
Rhode Island
$3.72K
OC
320
Oakworth Capital
Alabama
$3.21K +$3.25K +151 New
GWS
321
Glassman Wealth Services
Virginia
$3.08K
CAL
322
Capital Advisors Ltd
Ohio
$3K
Bessemer Group
323
Bessemer Group
New Jersey
$3K +$3.47K +161 New
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$2.91K +$1.57K +73 +114%
FCA
325
FinTrust Capital Advisors
South Carolina
$2.87K

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.