Blackstone Mortgage Trust
BXMT
321 hedge funds and large institutions have $1.92B invested in Blackstone Mortgage Trust in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 110 reducing their positions, and 45 closing their positions.
13% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 45
6% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 110
1% more funds holding
Funds holding: 319 → 321 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.69% less ownership
Funds ownership: 63.67% → 62.98% (-0.69%)
13% less capital invested
Capital invested by funds: $2.2B → $1.92B (-$287M)
45% less call options, than puts
Call options by funds: $50.7M | Put options by funds: $92.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$31.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$11M |
| 3 |
BlackRock
New York
|
+$10.9M |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$7.36M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$5.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LDR Capital Management
New York
|
-$28.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$27.9M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$15.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.3M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$8.9M |
BXMT Hedge Fund Activity: Q2 2024 in Review
321 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q2 2024, worth a combined $1.92B — down 13% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new BXMT positions and 45 closed out — a net gain of 6 holders — while 117 added to existing stakes and 110 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $31.3M. The largest seller was LDR Capital Management, cutting an estimated $28.6M.
- 321 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q2 2024, up from 319 in Q1 2024.
- Funds reported $1.92B of Blackstone Mortgage Trust stock for Q2 2024, down 13% quarter-over-quarter.
- 51 funds opened new Blackstone Mortgage Trust positions in Q2 2024 and 45 closed out, a net change of +6 holders.
- The largest Blackstone Mortgage Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $31.3M added.
- The largest Blackstone Mortgage Trust seller in Q2 2024 was LDR Capital Management, an estimated $28.6M sold.
Based on aggregated 13F filings for Q2 2024.