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Blackstone Secured Lending

305 hedge funds and large institutions have $1.92B invested in Blackstone Secured Lending in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.39M

81% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 73

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

3% more funds holding

Funds holding: 297305 (+8)

1.49% more ownership

Funds ownership: 31.08%32.57% (+1.5%)

4% more capital invested

Capital invested by funds: $1.85B → $1.92B (+$65.6M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
305
Holders Change
+8
Holders Change %
+2.69%
% of All Funds
4.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
40
Increased
132
Reduced
73
Closed
25
Calls
$9.58M
Puts
$3.39M
Net Calls
+$6.19M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$12.4M -$355K -11,334 -3%
Stifel Financial
27
Stifel Financial
Missouri
$12.2M -$3.31M -105,685 -21%
Baillie Gifford & Co
28
Baillie Gifford & Co
United Kingdom
$12.2M +$12.5M +398,415 New
PCP
29
Proficio Capital Partners
Massachusetts
$11.9M +$963K +30,765 +9%
MCM
30
McKinley Capital Management
Alaska
$10.7M +$83.2K +2,658 +0.8%
DWP
31
Destiny Wealth Partners
Florida
$10.6M -$421K -13,460 -4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$10.1M +$56.3K +1,799 +0.6%
MC
33
Muzinich & Co
New York
$9.28M -$2.07M -66,250 -18%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$9.28M -$958K -30,598 -9%
GF
35
Gries Financial
Ohio
$9.26M -$201K -6,437 -2%
Franklin Resources
36
Franklin Resources
California
$9.14M +$1.94M +61,904 +26%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$8.45M +$767K +24,517 +10%
AP
38
Americana Partners
Texas
$8.42M +$1.17M +37,318 +16%
IFG
39
Independent Financial Group
California
$8.37M +$2.92M +93,412 +52%
PAIM
40
Punch & Associates Investment Management
Minnesota
$8.2M -$460K -14,692 -5%
LCP
41
LGT Capital Partners
Switzerland
$7.82M -$782K -25,000 -9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$7.47M +$950K +30,358 +14%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$7.46M +$945K +30,210 +14%
CCM
44
Callodine Capital Management
Massachusetts
$7.35M -$10.3M -330,000 -58%
QPWM
45
Quadrant Private Wealth Management
Pennsylvania
$7.35M -$526K -16,816 -7%
Osaic Holdings
46
Osaic Holdings
Arizona
$7.33M -$654K -20,910 -8%
BCM
47
Beck Capital Management
Texas
$7.32M +$104K +3,325 +1%
PPWM
48
Perissos Private Wealth Management
Oklahoma
$6.83M +$941K +30,078 +16%
RWS
49
Resolute Wealth Strategies
Mississippi
$6.38M -$421K -13,446 -6%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$6.24M -$626K -19,989 -9%

BXSL Hedge Fund Activity: Q2 2024 in Review

305 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q2 2024, worth a combined $1.92B — up 3.5% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BXSL positions and 25 closed out — a net gain of 15 holders — while 132 added to existing stakes and 73 trimmed.

The largest buyer was Ensign Peak Advisors, adding an estimated $53.7M. The largest seller was OMERS Administration Corp, cutting an estimated $20.3M.

  • 305 institutional investors held Blackstone Secured Lending (BXSL) as of Q2 2024, up from 297 in Q1 2024.
  • Funds reported $1.92B of Blackstone Secured Lending stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 40 funds opened new Blackstone Secured Lending positions in Q2 2024 and 25 closed out, a net change of +15 holders.
  • The largest Blackstone Secured Lending buyer in Q2 2024 was Ensign Peak Advisors, an estimated $53.7M added.
  • The largest Blackstone Secured Lending seller in Q2 2024 was OMERS Administration Corp, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2024.