We are live on ! Find out more
BXMT icon

Blackstone Mortgage Trust

271 hedge funds and large institutions have $2.02B invested in Blackstone Mortgage Trust in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

4% more funds holding

Funds holding: 261271 (+10)

3.25% less ownership

Funds ownership: 62.94%59.69% (-3.2%)

6% less capital invested

Capital invested by funds: $2.15B → $2.02B (-$124M)

15% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 98

93% less call options, than puts

Call options by funds: $349K | Put options by funds: $5.35M

Holders
271
Holders Change
+10
Holders Change %
+3.83%
% of All Funds
6.21%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
36
Increased
83
Reduced
98
Closed
26
Calls
$349K
Puts
$5.35M
Net Calls
-$5M
Net Calls Change
-$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
201
Security National Trust
West Virginia
$229K
Manulife (Manufacturers Life Insurance)
202
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$227K +$79.2K +2,528 +54%
SI
203
Stephens Inc
Arkansas
$225K -$31.3K -1,000 -12%
NWS
204
Newport Wealth Strategies
California
$223K -$86.2K -2,750 -28%
Verition Fund Management
205
Verition Fund Management
Connecticut
$219K +$218K +6,965 New
HVIA
206
Hudson Valley Investment Advisors
New York
$218K
CPO
207
Cerity Partners OCIO
New York
$217K +$3.82K +122 +2%
HK
208
Horizon Kinetics
New York
$204K
SPIA
209
Steward Partners Investment Advisory
New York
$204K +$204K +6,498 New
SWP
210
Stratos Wealth Partners
Ohio
$190K -$33.9K -1,083 -15%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$183K +$31.5K +1,006 +21%
Point72 Asset Management
212
Point72 Asset Management
Connecticut
$182K +$182K +5,800 New
GT
213
Glenmede Trust
Pennsylvania
$175K
CFA
214
Camarda Financial Advisors
Florida
$156K +$940 +30 +0.6%
Federated Hermes
215
Federated Hermes
Pennsylvania
$148K -$141K -4,500 -49%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$148K +$31.4K +1,001 +27%
BC
217
Barnett & Company
Tennessee
$146K
CSS
218
Cubist Systematic Strategies
Connecticut
$141K +$141K +4,500 New
ST
219
Smithfield Trust
Pennsylvania
$126K
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
$114K -$25.3K -807 -18%
MA
221
MCF Advisors
Kentucky
$100K
OIA
222
OneDigital Investment Advisors
Kansas
$90K -$783 -25 -0.9%
BCWM
223
Bartlett & Co Wealth Management
Ohio
$82.3K +$80.5K +2,570 New
BC
224
Bartlett & Co
Ohio
$81K
APA
225
American Portfolios Advisors
New York
$80.3K -$50.1K -1,600 -39%

BXMT Hedge Fund Activity: Q1 2018 in Review

271 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2018, worth a combined $2.02B — down 5.8% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BXMT positions and 26 closed out — a net gain of 10 holders — while 83 added to existing stakes and 98 trimmed.

The largest buyer was Delphi Financial Group, opening a new position worth an estimated $16.9M. The largest seller was UBS Group, cutting an estimated $18.1M.

  • 271 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2018, up from 261 in Q4 2017.
  • Funds reported $2.02B of Blackstone Mortgage Trust stock for Q1 2018, down 5.8% quarter-over-quarter.
  • 36 funds opened new Blackstone Mortgage Trust positions in Q1 2018 and 26 closed out, a net change of +10 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2018 was Delphi Financial Group, an estimated $16.9M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2018 was UBS Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2018.