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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
AWM
126
Apollon Wealth Management
South Carolina
$1.18M +$6.4K +297 +0.5%
Capital Fund Management (CFM)
127
Capital Fund Management (CFM)
France
$1.18M -$2.26M -104,826 -65%
Creative Planning
128
Creative Planning
Kansas
$1.17M +$247K +11,472 +26%
Lido Advisors
129
Lido Advisors
California
$1.15M +$1.14M +52,763 New
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1.08M +$35.7K +1,655 +3%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$1.07M -$11.9K -552 -1%
SFS
133
Sowell Financial Services
Arkansas
$1.06M -$39.5K -1,831 -4%
Russell Investments Group
134
Russell Investments Group
United Kingdom
$1.06M -$490K -22,721 -31%
HF
135
HRT Financial
New York
$1.04M +$1.06M +49,032 New
Stifel Financial
136
Stifel Financial
Missouri
$1.03M -$2.43M -112,826 -70%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$991K +$1M +46,603 New
ASRS
138
Arizona State Retirement System
Arizona
$973K -$18.1K -841 -2%
KIA
139
KCM Investment Advisors
California
$973K +$14.6K +679 +2%
HV
140
HST Ventures
Utah
$954K +$967K +44,834 New
IFG
141
Independent Financial Group
California
$865K -$95K -4,408 -10%
AQR Capital Management
142
AQR Capital Management
Connecticut
$864K -$91.9K -4,262 -9%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$791K -$1.68M -78,019 -68%
Victory Capital Management
144
Victory Capital Management
Texas
$771K +$138K +6,406 +21%
PRC
145
Pearl River Capital
Michigan
$749K +$759K +35,195 New
SO
146
STRS Ohio
Ohio
$748K -$19.4K -900 -2%
FG
147
Fiduciary Group
Georgia
$743K +$54.2K +2,515 +8%
VF
148
Virtu Financial
New York
$740K +$750K +34,805 New
ACM
149
Ashford Capital Management
Delaware
$723K
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$713K +$71.9K +3,335 +11%

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.