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Blackstone Secured Lending
BXSL

297 hedge funds and large institutions have $1.85B invested in Blackstone Secured Lending in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $3.88M

55% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 76

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

13% more capital invested

Capital invested by funds: $1.65B → $1.85B (+$209M)

4% more funds holding

Funds holding: 285 → 297 (+12)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

3.17% less ownership

Funds ownership: 34.25% → 31.08% (-3.2%)

Holders
297
Holders Change
+12
Holders Change %
+4.21%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
48
Increased
118
Reduced
76
Closed
32
Calls
$11.4M
Puts
$3.88M
Net Calls
+$7.56M
Net Calls Change
+$5.61M

Top Buyers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$97.3M
2
NFC
Northeast Financial Consultants
Connecticut
+$17.3M
3
Bank of America
Bank of America
North Carolina
+$13.9M
4
Franklin Resources
Franklin Resources
California
+$6.93M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.75M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$108M
2
Millennium Management
Millennium Management
New York
-$13.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$13.1M
4
NRCM
Northern Right Capital Management
Connecticut
-$9.03M
5
AWA
Amplius Wealth Advisors
Pennsylvania
-$8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$12.9M +$115K +3,920 +1%
LPL Financial
27
LPL Financial
California
$12.2M +$1.93M +65,859 +20%
RJA
28
Raymond James & Associates
Florida
$11.7M +$1.32M +45,144 +14%
DWP
29
Destiny Wealth Partners
Florida
$11.2M +$694K +23,685 +7%
PCP
30
Proficio Capital Partners
Massachusetts
$11.1M +$815K +27,818 +8%
MCM
31
McKinley Capital Management
Alaska
$10.8M -$214K -7,306 -2%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$10.4M -$1.04M -35,652 -10%
MC
33
Muzinich & Co
New York
$10.2M – – –
Baird Financial Group
34
Baird Financial Group
Wisconsin
$10.2M +$1.6M +54,465 +20%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$10.1M -$1.52M -51,935 -14%
GF
36
Gries Financial
Ohio
$9.62M -$2.13M -72,794 -19%
PAIM
37
Punch & Associates Investment Management
Minnesota
$8.8M -$237K -8,079 -3%
LCP
38
LGT Capital Partners
Switzerland
$8.74M -$5.73M -195,500 -41%
Osaic Holdings
39
Osaic Holdings
Arizona
$8.11M -$4.41M -150,549 -37%
QPWM
40
Quadrant Private Wealth Management
Pennsylvania
$8.01M -$1.52M -51,762 -17%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$7.84M +$5.95M +203,260 +421%
AP
42
Americana Partners
Texas
$7.4M -$122K -4,166 -2%
Franklin Resources
43
Franklin Resources
California
$7.37M +$6.93M +236,556 New
BCM
44
Beck Capital Management
Texas
$7.35M -$25.3K -865 -0.4%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$6.97M +$155K +5,284 +2%
Mariner
46
Mariner
Kansas
$6.96M -$2.53M -86,489 -28%
RWS
47
Resolute Wealth Strategies
Mississippi
$6.91M -$349K -11,900 -5%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$6.66M +$2.27M +77,563 +57%
TP
49
Tranquility Partners
Tennessee
$6.66M -$3.2M -109,364 -34%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$6.65M +$1.13M +38,667 +22%
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BXSL Hedge Fund Activity: Q1 2024 in Review

297 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q1 2024, worth a combined $1.85B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BXSL positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 76 trimmed.

The largest buyer was Ensign Peak Advisors, opening a new position worth an estimated $97.3M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 297 institutional investors held Blackstone Secured Lending (BXSL) as of Q1 2024, up from 285 in Q4 2023.
  • Funds reported $1.85B of Blackstone Secured Lending stock for Q1 2024, up 13% quarter-over-quarter.
  • 48 funds opened new Blackstone Secured Lending positions in Q1 2024 and 32 closed out, a net change of +16 holders.
  • The largest Blackstone Secured Lending buyer in Q1 2024 was Ensign Peak Advisors, an estimated $97.3M added.
  • The largest Blackstone Secured Lending seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.