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Blackstone Mortgage Trust

339 hedge funds and large institutions have $2.63B invested in Blackstone Mortgage Trust in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 126 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

38% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 91

7% more capital invested

Capital invested by funds: $2.45B → $2.63B (+$172M)

6% more funds holding

Funds holding: 320339 (+19)

2.34% less ownership

Funds ownership: 63.3%60.96% (-2.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

24% less call options, than puts

Call options by funds: $6.47M | Put options by funds: $8.53M

Holders
339
Holders Change
+19
Holders Change %
+5.94%
% of All Funds
7.34%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
49
Increased
126
Reduced
91
Closed
28
Calls
$6.47M
Puts
$8.53M
Net Calls
-$2.06M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$22.9M +$209K +6,145 +0.9%
AllianceBernstein
27
AllianceBernstein
Tennessee
$22.8M +$7.18M +211,497 +47%
Renaissance Technologies
28
Renaissance Technologies
New York
$19.2M -$11.1M -326,400 -37%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$18.2M -$221K -6,523 -1%
NFC
30
Northeast Financial Consultants
Connecticut
$18.1M
Goldman Sachs
31
Goldman Sachs
New York
$18M -$29.5M -867,840 -63%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$17.9M +$348K +10,267 +2%
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$15.8M -$647K -19,065 -4%
Two Sigma Investments
34
Two Sigma Investments
New York
$15.5M +$973K +28,654 +7%
TA
35
Teachers Advisors
New York
$15.2M +$301K +8,882 +2%
EIA
36
Edgemoor Investment Advisors
Maryland
$14.2M +$545K +16,050 +4%
Citadel Advisors
37
Citadel Advisors
Florida
$14.2M +$8.35M +245,886 +150%
PEA
38
Pacific Edge Advisors
California
$13.4M +$555K +16,345 +4%
GA
39
GRS Advisors
Illinois
$12.9M +$3.41M +100,574 +37%
GBA
40
Garrison Bradford & Associates
New York
$12M -$697K -20,549 -6%
JIC
41
JRM Investment Counsel
Nebraska
$11.9M -$938K -27,625 -7%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$11M +$3.04M +89,634 +39%
RA
43
Resource America
New York
$10M +$2.21M +65,000 +29%
NRS
44
Neville Rodie & Shaw
New York
$9.72M -$147K -4,336 -2%
UCFA
45
United Capital Financial Advisors
Texas
$9.04M +$1.85M +54,440 +26%
JP Morgan Chase
46
JP Morgan Chase
New York
$9.02M +$1.38M +40,764 +19%
Invesco
47
Invesco
Georgia
$8.89M -$4.48M -132,078 -34%
PPA
48
Parametric Portfolio Associates
Washington
$8.66M -$301K -8,859 -3%
LSV Asset Management
49
LSV Asset Management
Illinois
$8.64M -$6.35M -187,172 -43%
First Trust Advisors
50
First Trust Advisors
Illinois
$8.52M +$1.49M +43,827 +22%

BXMT Hedge Fund Activity: Q1 2019 in Review

339 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2019, worth a combined $2.63B — up 7% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BXMT positions and 28 closed out — a net gain of 21 holders — while 126 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.9M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $40.8M sold.

  • 339 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2019, up from 320 in Q4 2018.
  • Funds reported $2.63B of Blackstone Mortgage Trust stock for Q1 2019, up 7% quarter-over-quarter.
  • 49 funds opened new Blackstone Mortgage Trust positions in Q1 2019 and 28 closed out, a net change of +21 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2019 was Vanguard Group, an estimated $14.9M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2019 was Egerton Capital (UK), an estimated $40.8M sold.

Based on aggregated 13F filings for Q1 2019.