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Blackstone Mortgage Trust

332 hedge funds and large institutions have $1.69B invested in Blackstone Mortgage Trust in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 75 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 75

1.02% less ownership

Funds ownership: 55.4%54.38% (-1%)

5% less funds holding

Funds holding: 348332 (-16)

24% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 54

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

40% less capital invested

Capital invested by funds: $2.81B → $1.69B (-$1.12B)

72% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $120M

Holders
332
Holders Change
-16
Holders Change %
-4.6%
% of All Funds
5.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
160
Reduced
75
Closed
54
Calls
$33.5M
Puts
$120M
Net Calls
-$86M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Cresset Asset Management
Illinois
$313K
FFG
202
Fortem Financial Group
California
$310K +$134K +6,266 +56%
EIP
203
Epoch Investment Partners
New York
$305K
RIL
204
Rothschild Investment LLC
Illinois
$302K
TCA
205
Transcend Capital Advisors
New Jersey
$301K +$1.58K +74 +0.4%
SPIA
206
Steward Partners Investment Advisory
New York
$288K -$15.8K -739 -4%
MAA
207
Mraz Amerine & Associates
California
$284K -$3.56K -167 -1%
FHA
208
Flagship Harbor Advisors
Massachusetts
$283K -$40.8K -1,914 -11%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$274K +$128 +6 +0%
ASN
210
Advisory Services Network
Georgia
$270K +$15.1K +706 +5%
BCM
211
Bayesian Capital Management
New York
$268K +$320K +15,000 New
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$256K
CAN
213
Cetera Advisor Networks
California
$256K -$180K -8,421 -37%
IA
214
IFP Advisors
Florida
$250K -$633K -29,681 -79%
TCWA
215
Ten Capital Wealth Advisors
Washington
$250K +$43.8K +2,053 +17%
AIP
216
Ameritas Investment Partners
Nebraska
$247K +$10.3K +485 +4%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$247K +$188K +8,816 +176%
NCM
218
Next Capital Management
New York
$238K
AWA
219
Amplius Wealth Advisors
Pennsylvania
$233K +$21.3K +1,000 +8%
IC
220
Inscription Capital
Texas
$228K +$273K +12,780 New
SIG
221
Stonegate Investment Group
Alabama
$228K -$22.8K -1,070 -8%
EI
222
Ethic Inc
New York
$228K +$272K +12,764 New
AFG
223
Alterity Financial Group
Maine
$227K -$2.77K -130 -1%
STA
224
Summit Trail Advisors
New York
$221K
AWS
225
Atria Wealth Solutions
New York
$211K +$277 +13 +0.1%

BXMT Hedge Fund Activity: Q1 2023 in Review

332 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q1 2023, worth a combined $1.69B — down 40% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of BXMT and 41 opened new positions — a net loss of 13 holders — while 75 trimmed existing stakes and 160 added.

The largest buyer was Millennium Management, adding an estimated $21.7M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $31.2M sold.

  • 332 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q1 2023, down from 348 in Q4 2022.
  • Funds reported $1.69B of Blackstone Mortgage Trust stock for Q1 2023, down 40% quarter-over-quarter.
  • 41 funds opened new Blackstone Mortgage Trust positions in Q1 2023 and 54 closed out, a net change of -13 holders.
  • The largest Blackstone Mortgage Trust buyer in Q1 2023 was Millennium Management, an estimated $21.7M added.
  • The largest Blackstone Mortgage Trust seller in Q1 2023 was 1832 Asset Management, an estimated $31.2M sold.

Based on aggregated 13F filings for Q1 2023.