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Blackstone Mortgage Trust

327 hedge funds and large institutions have $2.12B invested in Blackstone Mortgage Trust in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

11% more capital invested

Capital invested by funds: $1.92B → $2.12B (+$206M)

2% more funds holding

Funds holding: 321327 (+6)

1.23% more ownership

Funds ownership: 62.98%64.21% (+1.2%)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

58% less call options, than puts

Call options by funds: $44.6M | Put options by funds: $106M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
49
Increased
101
Reduced
118
Closed
42
Calls
$44.6M
Puts
$106M
Net Calls
-$61M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$553M -$5.69M -309,738 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M +$249K +13,533 +0.1%
Blackstone Inc
3
Blackstone Inc
New York
$151M
State Street
4
State Street
Massachusetts
$128M -$134K -7,292 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$76.6M -$206K -11,242 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$53.6M -$545K -29,688 -1%
Charles Schwab
7
Charles Schwab
California
$45.9M -$6.69M -364,488 -13%
Northern Trust
8
Northern Trust
Illinois
$39.8M -$10.2M -555,750 -21%
Norges Bank
9
Norges Bank
Norway
$38.9M +$3.04M +165,738 +9%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$38.6M -$1.83M -99,685 -5%
Bank of America
11
Bank of America
North Carolina
$28.1M +$318K +17,318 +1%
Goldman Sachs
12
Goldman Sachs
New York
$25.4M +$3.12M +169,758 +15%
AIM
13
Artemis Investment Management
United Kingdom
$24.1M +$23.3M +1,267,913 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$22.7M -$3.15M -171,617 -13%
UBS Group
15
UBS Group
Switzerland
$20.8M +$156K +8,512 +0.8%
First Trust Advisors
16
First Trust Advisors
Illinois
$17.3M +$13.5M +733,208 +416%
MIIM
17
Mesirow Institutional Investment Management
Illinois
$16.6M +$16M +872,649 New
VanEck Associates
18
VanEck Associates
New York
$15.7M +$706K +38,436 +5%
Principal Financial Group
19
Principal Financial Group
Iowa
$15.6M -$694K -37,772 -4%
N
20
Nuveen
North Carolina
$15.3M +$4.6M +250,339 +46%
ACM
21
Advisors Capital Management
New Jersey
$14.8M +$615K +33,483 +4%
Wells Fargo
22
Wells Fargo
California
$12.8M +$1.07M +58,325 +9%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$11.9M +$11.5M +628,589 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$11.3M +$155K +8,444 +1%
Citadel Advisors
25
Citadel Advisors
Florida
$10.7M +$6.2M +337,547 +150%

BXMT Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q3 2024, worth a combined $2.12B — up 11% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BXMT positions and 42 closed out — a net gain of 7 holders — while 101 added to existing stakes and 118 trimmed.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $23.3M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $10.7M sold.

  • 327 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q3 2024, up from 321 in Q2 2024.
  • Funds reported $2.12B of Blackstone Mortgage Trust stock for Q3 2024, up 11% quarter-over-quarter.
  • 49 funds opened new Blackstone Mortgage Trust positions in Q3 2024 and 42 closed out, a net change of +7 holders.
  • The largest Blackstone Mortgage Trust buyer in Q3 2024 was Artemis Investment Management, an estimated $23.3M added.
  • The largest Blackstone Mortgage Trust seller in Q3 2024 was Point72 Asset Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2024.