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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
ECM
351
Everence Capital Management
Indiana
-$544 -25,030 Closed
KWMG
352
King Wealth Management Group
Florida
-$544K -25,000 Closed
SBH
353
Segall Bryant & Hamill
Illinois
-$517K -23,750 Closed
CAM
354
CenterStar Asset Management
Illinois
-$475K -21,847 Closed
BCM
355
Bayesian Capital Management
New York
-$357K -16,400 Closed
WP
356
WealthSource Partners
California
-$351K -16,128 Closed
CIA
357
Choate Investment Advisors
Massachusetts
-$348K -16,000 Closed
LSV Asset Management
358
LSV Asset Management
Illinois
-$348K -16,000 Closed
SEI Investments
359
SEI Investments
Pennsylvania
-$346K -15,916 Closed
MAA
360
Mraz Amerine & Associates
California
-$342K -15,720 Closed
JIC
361
JRM Investment Counsel
Nebraska
-$329K -15,128 Closed
Janney Montgomery Scott
362
Janney Montgomery Scott
Pennsylvania
-$315K -14,495 Closed
AWM
363
Axxcess Wealth Management
California
-$291K -13,358 Closed
KA
364
Kovack Advisors
Florida
-$288K -13,246 Closed
DTL
365
Dynamic Technology Lab
Singapore
-$276K -12,708 Closed
GAM
366
Griffin Asset Management
New York
-$249K -11,446 Closed
RDIA
367
RE Dickinson Investment Advisors
Iowa
-$243K -11,150 Closed
SFWC
368
Strategic Family Wealth Counselors
New Jersey
-$242K -11,139 Closed
M&T Bank
369
M&T Bank
New York
-$239K -10,993 Closed
SA
370
SFI Advisors
New Jersey
-$233K -10,718 Closed
SIG
371
Stonegate Investment Group
Alabama
-$223K -10,230 Closed
AFG
372
Alterity Financial Group
Maine
-$217K -9,968 Closed
BAG
373
Bridgewealth Advisory Group
California
-$214K -9,828 Closed
KPWS
374
Kestra Private Wealth Services
Texas
-$213K -9,515 Closed
IAA
375
Independent Advisor Alliance
North Carolina
-$207K -9,507 Closed

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.