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Blackstone Mortgage Trust
BXMT

350 hedge funds and large institutions have $2.85B invested in Blackstone Mortgage Trust in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 73

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

16% more call options, than puts

Call options by funds: $70.3M | Put options by funds: $60.8M

7% more capital invested

Capital invested by funds: $2.66B → $2.85B (+$191M)

5% more funds holding

Funds holding: 333 → 350 (+17)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.25% less ownership

Funds ownership: 55.87% → 55.62% (-0.25%)

Holders
350
Holders Change
+17
Holders Change %
+5.11%
% of All Funds
5.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
59
Increased
151
Reduced
73
Closed
36
Calls
$70.3M
Puts
$60.8M
Net Calls
+$9.49M
Net Calls Change
+$10.5M

Top Buyers

Rank Fund Capital Flow
1
AIM
Artemis Investment Management
United Kingdom
+$37.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$31.2M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$21.7M
4
BlackRock
BlackRock
New York
+$20.8M
5
Blackstone Inc
Blackstone Inc
New York
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
ECU
Egerton Capital (UK)
United Kingdom
-$25.2M
2
CS
Credit Suisse
Switzerland
-$16.2M
3
Two Sigma Investments
Two Sigma Investments
New York
-$11.7M
4
Nomura Holdings
Nomura Holdings
Japan
-$8.74M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
201
Amplius Wealth Advisors
Pennsylvania
$369K +$383K +12,053 New
Jane Street
202
Jane Street
New York
$367K -$544K -17,105 -59%
JCM
203
Jag Capital Management
Missouri
$367K -$96K -3,021 -20%
HKAM
204
Horizon Kinetics Asset Management
New York
$364K +$6.36K +200 +2%
AWM
205
Apollon Wealth Management
South Carolina
$364K +$55.3K +1,740 +17%
DADC
206
D.A. Davidson & Co
Montana
$363K +$5.21K +164 +1%
TSWM
207
Tyler-Stone Wealth Management
Ohio
$357K +$370K +11,650 New
LMIM
208
Lockheed Martin Investment Management
Maryland
$357K +$371K +11,663 New
Millennium Management
209
Millennium Management
New York
$352K +$366K +11,499 New
CAN
210
Claraphi Advisory Network
United States
$348K +$71.7K +2,256 +25%
Russell Investments Group
211
Russell Investments Group
United Kingdom
$346K +$28.5K +895 +9%
NFSG
212
Newbridge Financial Services Group
Florida
$343K +$1.08K +34 +0.3%
CAM
213
Carret Asset Management
New York
$339K – – –
LGA
214
Lebenthal Global Advisors
New York
$329K -$27.1K -853 -7%
HVP
215
Hudson Value Partners
Florida
$326K -$5.4K -170 -2%
CL
216
CPWM LLC
Washington
$323K – – –
PA
217
Profund Advisors
Maryland
$321K -$295K -9,265 -47%
GPA
218
Guidance Point Advisors
Massachusetts
$317K +$5.79K +182 +2%
FPB
219
First PREMIER Bank
South Dakota
$316K – – –
BAM
220
Brave Asset Management
New Jersey
$313K +$325K +10,222 New
WA
221
Wealthstar Advisors
Texas
$309K +$350 +11 +0.1%
CFA
222
Capstone Financial Advisors
Illinois
$306K – – –
SIM
223
Sandia Investment Management
Massachusetts
$306K +$318K +10,000 New
AFP
224
Ausdal Financial Partners
Iowa
$304K – – –
KFA
225
Kelleher Financial Advisors
New York
$302K -$102K -3,215 -25%
7 8
9
10 11

BXMT Hedge Fund Activity: Q4 2021 in Review

350 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q4 2021, worth a combined $2.85B — up 7.2% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BXMT positions and 36 closed out — a net gain of 23 holders — while 151 added to existing stakes and 73 trimmed.

The largest buyer was Artemis Investment Management, adding an estimated $37.3M. The largest seller was Egerton Capital (UK), cutting an estimated $25.2M.

  • 350 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q4 2021, up from 333 in Q3 2021.
  • Funds reported $2.85B of Blackstone Mortgage Trust stock for Q4 2021, up 7.2% quarter-over-quarter.
  • 59 funds opened new Blackstone Mortgage Trust positions in Q4 2021 and 36 closed out, a net change of +23 holders.
  • The largest Blackstone Mortgage Trust buyer in Q4 2021 was Artemis Investment Management, an estimated $37.3M added.
  • The largest Blackstone Mortgage Trust seller in Q4 2021 was Egerton Capital (UK), an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2021.