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Blackstone Secured Lending
BXSL

80 hedge funds and large institutions have $857M invested in Blackstone Secured Lending in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,633% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 3

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

158% more funds holding

Funds holding: 31 → 80 (+49)

69% more capital invested

Capital invested by funds: $506M → $857M (+$351M)

9.3% more ownership

Funds ownership: 8.81% → 18.12% (+9.3%)

Holders
80
Holders Change
+49
Holders Change %
+158.06%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
19
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIM
USS Investment Management
United Kingdom
+$353M
2
Creative Planning
Creative Planning
Kansas
+$20.4M
3
Morgan Stanley
Morgan Stanley
New York
+$15.3M
4
Bank of America
Bank of America
North Carolina
+$12.6M
5
DWP
Destiny Wealth Partners
Florida
+$5.18M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$10.2M
2
ECU
Egerton Capital (UK)
United Kingdom
-$2.54M
3
KACA
Kayne Anderson Capital Advisors
California
-$1.71M
4
CCP
Clough Capital Partners
Massachusetts
-$542K
5
CCM
CAAS Capital Management
New York
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
26
Integrated Advisors Network
Texas
$2.23M +$2.35M +80,084 New
CPA
27
Capital Planning Advisors
California
$2.17M +$2.27M +77,645 New
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$2.15M +$2.2M +75,210 New
Invesco
29
Invesco
Georgia
$2.01M +$2.12M +72,219 New
LIM
30
Leavell Investment Management
Alabama
$1.92M +$610K +20,828 +46%
KACA
31
Kayne Anderson Capital Advisors
California
$1.62M -$1.71M -58,400 -50%
HF
32
HRT Financial
New York
$1.54M +$1.24M +42,257 +323%
CBB
33
Citizens Business Bank
California
$1.41M +$795K +27,149 +116%
AWA
34
Amplius Wealth Advisors
Pennsylvania
$1.36M +$993K +33,910 +226%
TP
35
Tranquility Partners
Tennessee
$1.25M +$1.32M +44,974 New
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$1.16M +$1.21M +41,387 New
DWT
37
Dorsey & Whitney Trust
South Dakota
$1.04M +$1.1M +37,405 New
BPA
38
Beacon Pointe Advisors
California
$1.03M +$1.08M +36,917 New
GC
39
Gillson Capital
Illinois
$1.03M – – –
AR
40
Advisory Research
Illinois
$1M +$336K +11,459 +47%
SAM
41
Shikiar Asset Management
New York
$987K +$1.04M +35,400 New
SCA
42
Snowden Capital Advisors
New York
$778K +$818K +27,925 New
JF
43
Jump Financial
Illinois
$764K +$802K +27,400 New
AIP
44
Almanack Investment Partners
Pennsylvania
$673K +$689K +23,536 New
BWA
45
BDO Wealth Advisors
Florida
$666K +$700K +23,904 New
SSA
46
Schonfeld Strategic Advisors
New York
$618K -$278K -9,500 -30%
AWM
47
Axxcess Wealth Management
California
$615K +$646K +22,065 New
Stifel Financial
48
Stifel Financial
Missouri
$607K +$637K +21,766 New
CG
49
CFO4Life Group
Texas
$606K +$637K +21,734 New
Mariner
50
Mariner
Kansas
$587K +$617K +21,064 New
1
2
3 4

BXSL Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q1 2022, worth a combined $857M — up 69% from $506M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BXSL positions and 3 closed out — a net gain of 49 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $353M. The largest seller was Citadel Advisors, exiting entirely with an estimated $10.2M sold.

  • 80 institutional investors held Blackstone Secured Lending (BXSL) as of Q1 2022, up from 31 in Q4 2021.
  • Funds reported $857M of Blackstone Secured Lending stock for Q1 2022, up 69% quarter-over-quarter.
  • 52 funds opened new Blackstone Secured Lending positions in Q1 2022 and 3 closed out, a net change of +49 holders.
  • The largest Blackstone Secured Lending buyer in Q1 2022 was USS Investment Management, an estimated $353M added.
  • The largest Blackstone Secured Lending seller in Q1 2022 was Citadel Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2022.