Question 1

Which hedge funds and institutional investors hold BXMT?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for BXMT shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for BXMT whale holdings?

Accepted Answer

Conviction level reflects how significant BXMT is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to BXMT, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for BXMT?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about BXMT?

Accepted Answer

QoQ changes for BXMT show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	6.1M	$120.5M	0.0%	$2896.4B
Geode Capital	562.5K	$10.8M	0.0%	$1607.5B
DE Shaw	530.0K	$10.2M	0.0%	$166.3B
Citadel	386.4K	$7.4M	0.0%	$618.5B
Citadel	203.5K	$3.9M	0.0%	$618.5B
Two Sigma	159.0K	$3.0M	0.0%	$123.9B
Gabelli	151.0K	$2.9M	0.0%	$14.8B
Citadel	136.4K	$2.6M	0.0%	$618.5B
Northern Trust	119.6K	$2.3M	0.0%	$756.6B
Millennium	42.3K	$810K	0.0%	$240.3B
Franklin Templeton	13.5K	$258K	0.0%	$408.3B
Neuberger Berman (Eisman)	587	$11K	—	$131.4B
Fidelity (FMR)	125	$2K	—	$1898.4B
AQR Capital	53	$1K	—	$218.4B
BlackRock	5	$101	—	$5723.5B

BXMT

Who Holds BXMT

Changes This Quarter