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Blackstone Mortgage Trust

326 hedge funds and large institutions have $2.01B invested in Blackstone Mortgage Trust in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

2.26% more ownership

Funds ownership: 64.21%66.47% (+2.3%)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

0% less funds holding

Funds holding: 327326 (-1)

6% less capital invested

Capital invested by funds: $2.12B → $2.01B (-$117M)

74% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $127M

Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.29%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
54
Increased
111
Reduced
103
Closed
50
Calls
$33.4M
Puts
$127M
Net Calls
-$93.3M
Net Calls Change
-$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$516M +$9.97M +539,332 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$320M +$1.17M +63,338 +0.3%
Blackstone Inc
3
Blackstone Inc
New York
$150M +$12.1M +652,537 +8%
State Street
4
State Street
Massachusetts
$123M +$5.57M +301,108 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$69.7M -$503K -27,218 -0.7%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$49.3M +$14.8M +801,083 +39%
Morgan Stanley
7
Morgan Stanley
New York
$45.2M -$4.14M -223,769 -8%
Charles Schwab
8
Charles Schwab
California
$44.1M +$2.25M +121,633 +5%
UBS Group
9
UBS Group
Switzerland
$36M +$18.1M +977,585 +89%
Northern Trust
10
Northern Trust
Illinois
$35.7M -$779K -42,155 -2%
Norges Bank
11
Norges Bank
Norway
$35.7M
Goldman Sachs
12
Goldman Sachs
New York
$29M +$6.17M +333,501 +25%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.2M +$1.58M +85,361 +7%
MIIM
14
Mesirow Institutional Investment Management
Illinois
$19.1M +$4.13M +223,461 +26%
ACM
15
Advisors Capital Management
New Jersey
$17M +$3.65M +197,154 +25%
Bank of America
16
Bank of America
North Carolina
$14.8M -$11.6M -624,771 -42%
Principal Financial Group
17
Principal Financial Group
Iowa
$14.6M +$379K +20,487 +3%
Wells Fargo
18
Wells Fargo
California
$14.2M +$2.62M +141,573 +21%
N
19
Nuveen
North Carolina
$14.2M +$325K +17,570 +2%
VanEck Associates
20
VanEck Associates
New York
$14.1M -$279K -15,115 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$13.1M +$6.74M +364,699 +94%
Millennium Management
22
Millennium Management
New York
$10.9M +$8.35M +451,423 +260%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$10.2M -$184K -9,973 -2%
Invesco
24
Invesco
Georgia
$10.1M +$1M +54,184 +10%
Mirae Asset Global ETFs Holdings
25
Mirae Asset Global ETFs Holdings
Hong Kong
$10M +$855K +46,221 +9%

BXMT Hedge Fund Activity: Q4 2024 in Review

326 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q4 2024, worth a combined $2.01B — down 5.5% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BXMT positions and 50 closed out — a net gain of 4 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was UBS Group, adding an estimated $18.1M. The largest seller was Artemis Investment Management, exiting entirely with an estimated $24.1M sold.

  • 326 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q4 2024, down from 327 in Q3 2024.
  • Funds reported $2.01B of Blackstone Mortgage Trust stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 54 funds opened new Blackstone Mortgage Trust positions in Q4 2024 and 50 closed out, a net change of +4 holders.
  • The largest Blackstone Mortgage Trust buyer in Q4 2024 was UBS Group, an estimated $18.1M added.
  • The largest Blackstone Mortgage Trust seller in Q4 2024 was Artemis Investment Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2024.