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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
PCM
151
Penserra Capital Management
California
$703K +$155K +7,188 +28%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$697K +$73.5K +3,410 +12%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$690K -$901K -41,813 -56%
ProShare Advisors
154
ProShare Advisors
Maryland
$688K +$132K +6,126 +23%
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
$676K +$685K +31,764 New
VPIM
156
Vanguard Personalized Indexing Management
California
$674K +$24K +1,113 +4%
WEG
157
World Equity Group
Illinois
$670K -$7.65K -355 -1%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$643K +$32.3K +1,499 +6%
MOACM
159
Mutual of America Capital Management
New York
$641K -$884 -41 -0.1%
CIC
160
Chilton Investment Company
Connecticut
$638K
MA
161
MCF Advisors
Kentucky
$636K +$255K +11,825 +69%
MFS
162
Mirabella Financial Services
United Kingdom
$614K +$622K +28,846 New
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$603K +$41K +1,900 +7%
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$599K -$171K -7,936 -22%
HKAM
165
Horizon Kinetics Asset Management
New York
$597K
FNT
166
First National Trust
Pennsylvania
$596K
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$586K -$270K -12,541 -31%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$583K -$373K -17,283 -39%
Mariner
169
Mariner
Kansas
$567K +$23.8K +1,102 +4%
JF
170
Jump Financial
Illinois
$557K -$1.13M -52,473 -67%
WI
171
Wintrust Investments
Illinois
$547K +$555K +25,724 New
SIC
172
Samalin Investment Counsel
New York
$546K +$125K +5,798 +29%
CCC
173
Chesapeake Capital Corp
Florida
$536K +$543K +25,190 New
Franklin Resources
174
Franklin Resources
California
$529K +$22.9K +1,064 +4%
SOAMC
175
Spirit of America Management Corp
New York
$527K

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.