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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
SC
176
Summa Corp
Texas
$500K +$507K +23,500 New
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$491K +$498K +23,100 New
CCP
178
Clarity Capital Partners
California
$488K +$495K +22,958 New
CAN
179
Cetera Advisor Networks
California
$483K +$87.8K +4,073 +22%
NGA
180
Naples Global Advisors
Florida
$469K -$539 -25 -0.1%
AWS
181
Atria Wealth Solutions
New York
$468K +$220K +10,183 +89%
EI
182
Ethic Inc
New York
$466K -$9.57K -444 -2%
TCA
183
Transcend Capital Advisors
New Jersey
$451K -$29.4K -1,364 -6%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$435K -$79.7K -3,695 -15%
EGM
185
Engineers Gate Manager
New York
$433K +$438K +20,338 New
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$420K +$2.09K +97 +0.5%
CF
187
Centaurus Financial
California
$415K -$10.2M -475,112 -96%
QT
188
Quantbot Technologies
New York
$409K +$209K +9,691 +102%
FHA
189
Flagship Harbor Advisors
Massachusetts
$402K -$3.99K -185 -1%
GI
190
GAMCO Investors
Connecticut
$402K -$21.6K -1,000 -5%
ECM
191
Evergreen Capital Management
Washington
$398K +$190K +8,796 +94%
BPA
192
Beacon Pointe Advisors
California
$397K -$886K -41,106 -69%
WA
193
Waverly Advisors
Alabama
$392K +$87.3K +4,049 +28%
CIBC Asset Management
194
CIBC Asset Management
Ontario, Canada
$384K +$11.4K +531 +3%
AIP
195
Ameritas Investment Partners
Nebraska
$380K +$15.5K +718 +4%
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$349K -$52.9K -2,454 -13%
SAM
197
Shikiar Asset Management
New York
$347K -$2.66M -123,390 -88%
State of Wisconsin Investment Board
198
State of Wisconsin Investment Board
Wisconsin
$332K -$184K -8,528 -35%
US Bancorp
199
US Bancorp
Minnesota
$325K +$10.2K +472 +3%
PHS
200
Pekin Hardy Strauss
Illinois
$325K -$77.1K -3,578 -19%

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.