BXMT ranks #1785 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BXMT is a disclosed holding of Stephen Schwarzman (Blackstone Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.5% of that fund's own 13F portfolio.
BXMT is a top-conviction position for John & Kathleen Schreiber Foundation — at 5.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BXMT belongs to BlackRock, Inc., but the position matters far more to John & Kathleen Schreiber Foundation, who has 5.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
JBR Co Financial Management Inc has added to its BXMT position for two straight quarters, increasing it by $84.8K to reach $608.0K today.
Independent Financial Group, LLC has trimmed its BXMT position for two straight quarters, cutting it by $2.4M while still holding $3.4M.
BXMT is down 2.3% today, but institutions show net buying of $190.0M this quarter — a divergence between today's price move and the underlying institutional flow.