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Blackstone Mortgage Trust

320 hedge funds and large institutions have $1.47B invested in Blackstone Mortgage Trust in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 119 increasing their positions, 103 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 103

7% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $4.18M

2.95% less ownership

Funds ownership: 61.26%58.31% (-2.9%)

15% less funds holding

Funds holding: 378320 (-58)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

52% less capital invested

Capital invested by funds: $3.06B → $1.47B (-$1.59B)

53% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 102

Holders
320
Holders Change
-58
Holders Change %
-15.34%
% of All Funds
7.05%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
48
Increased
119
Reduced
103
Closed
102
Calls
$3.88M
Puts
$4.18M
Net Calls
-$295K
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
401
Kovitz Investment Group Partners
Illinois
-$205K -5,500 Closed
Wolverine Trading
402
Wolverine Trading
Illinois
-$184K -5,410 Closed
AA
403
Advisory Alpha
Michigan
-$185K -4,975 Closed
PCM
404
Prelude Capital Management
New York
-$141K -3,800 Closed
AI
405
ArchPoint Investors
Florida
-$125K -3,350 Closed
BAM
406
Belpointe Asset Management
Nevada
-$101K -2,711 Closed
BCWM
407
Bartlett & Co Wealth Management
Ohio
-$97.2K -2,570 Closed
CFB
408
Cullen/Frost Bankers
Texas
-$93K -2,500 Closed
Group One Trading
409
Group One Trading
Illinois
-$78.2K -2,303 Closed
Chevy Chase Trust
410
Chevy Chase Trust
Maryland
-$57K -1,539 Closed
FWM
411
FSA Wealth Management
Massachusetts
-$27K -728 Closed
THWM
412
Taylor Hoffman Wealth Management
Virginia
-$20K -549 Closed
KPW
413
Kore Private Wealth
New York
-$12K -335 Closed
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
-$12K -309 Closed
PA
415
PSI Advisors
Florida
-$11K -300 Closed
VRM
416
Vectors Research Management
New York
-$11K -290 Closed
SSB
417
Sandy Spring Bank
Maryland
-$10K -268 Closed
HR
418
Howe & Rusling
New York
-$9K -237 Closed
OPS
419
Orion Portfolio Solutions
Nebraska
-$8K -222 Closed
HIM
420
Hillsdale Investment Management
Ontario, Canada
-$8K -220 Closed
RIA
421
Realta Investment Advisors
Delaware
-$6K -161 Closed
HF
422
Halpern Financial
Virginia
-$3.72K -100 Closed
TFO
423
Tarbox Family Office
California
-$1K -23 Closed

BXMT Hedge Fund Activity: Q1 2020 in Review

320 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2020, worth a combined $1.47B — down 52% from $3.06B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of BXMT and 48 opened new positions — a net loss of 54 holders — while 103 trimmed existing stakes and 119 added.

The largest buyer was Goldman Sachs, adding an estimated $30.2M. The largest seller was Neuberger Berman Group, cutting an estimated $48.4M.

  • 320 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2020, down from 378 in Q4 2019.
  • Funds reported $1.47B of Blackstone Mortgage Trust stock for Q1 2020, down 52% quarter-over-quarter.
  • 48 funds opened new Blackstone Mortgage Trust positions in Q1 2020 and 102 closed out, a net change of -54 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2020 was Goldman Sachs, an estimated $30.2M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2020 was Neuberger Berman Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q1 2020.