We are live on ! Find out more
BXMT icon

Blackstone Mortgage Trust

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: 333350 (+17)

0% more funds holding in top 10

Funds holding in top 10: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$484M +$20.8M +654,618 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$451M +$31.2M +982,872 +7%
Blackstone Inc
3
Blackstone Inc
New York
$203M +$19.4M +609,870 +10%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$101M +$21.7M +682,119 +26%
State Street
5
State Street
Massachusetts
$97.8M +$9.05M +284,784 +10%
Morgan Stanley
6
Morgan Stanley
New York
$95.7M +$1.26M +39,580 +1%
ECU
7
Egerton Capital (UK)
United Kingdom
$88M -$25.2M -793,565 -22%
Bank of America
8
Bank of America
North Carolina
$74.4M +$8.58M +269,960 +12%
Northern Trust
9
Northern Trust
Illinois
$61.3M +$1.65M +51,868 +3%
Charles Schwab
10
Charles Schwab
California
$56.6M +$4.61M +145,059 +9%
AIM
11
Artemis Investment Management
United Kingdom
$50M +$37.3M +1,172,681 +254%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$49M +$193K +6,086 +0.4%
Norges Bank
13
Norges Bank
Norway
$44.8M +$2.18M +68,448 +5%
Ameriprise
14
Ameriprise
Minnesota
$42.6M +$1.16M +36,644 +3%
Victory Capital Management
15
Victory Capital Management
Texas
$40.9M +$3.87M +121,794 +10%
Boston Partners
16
Boston Partners
Massachusetts
$37.4M -$288K -9,053 -0.7%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$37.2M +$3.86M +121,315 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$36.4M -$756K -23,784 -2%
Goldman Sachs
19
Goldman Sachs
New York
$31M +$2.53M +79,693 +9%
N
20
Nuveen
North Carolina
$29M -$6.68M -210,236 -18%
LCM
21
LDR Capital Management
New York
$27.1M +$528K +16,600 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$24.9M +$1.49M +46,968 +6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$23.6M +$2.43M +76,558 +11%
NIG
24
NFJ Investment Group
Texas
$22.3M +$6.69M +210,428 +41%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$21.2M -$55.5K -1,746 -0.3%

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.