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Blackstone Secured Lending

342 hedge funds and large institutions have $1.95B invested in Blackstone Secured Lending in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 16

74% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 82

13% more call options, than puts

Call options by funds: $12M | Put options by funds: $10.6M

12% more funds holding

Funds holding: 305342 (+37)

2% more capital invested

Capital invested by funds: $1.92B → $1.95B (+$31.2M)

0.46% more ownership

Funds ownership: 32.57%33.03% (+0.46%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
4.91%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
55
Increased
143
Reduced
82
Closed
16
Calls
$12M
Puts
$10.6M
Net Calls
+$1.36M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$13.7M +$308K +10,204 +2%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$12.9M +$9M +298,006 +209%
Marshall Wace
28
Marshall Wace
United Kingdom
$12.8M +$13.2M +436,964 New
PCP
29
Proficio Capital Partners
Massachusetts
$12.2M +$843K +27,930 +7%
TCA
30
Transcend Capital Advisors
New Jersey
$11.9M +$68.6K +2,270 +0.6%
Franklin Resources
31
Franklin Resources
California
$11.2M +$2.28M +75,535 +25%
Osaic Holdings
32
Osaic Holdings
Arizona
$11M +$4.15M +137,552 +57%
DWP
33
Destiny Wealth Partners
Florida
$10.8M +$679K +22,478 +7%
DA
34
Denali Advisors
California
$9.9M +$10.2M +338,082 New
MC
35
Muzinich & Co
New York
$9.88M +$1.04M +34,349 +11%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$9.87M +$1.03M +34,021 +11%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$9.69M +$63.3K +2,095 +0.6%
Stifel Financial
38
Stifel Financial
Missouri
$9.12M -$2.63M -87,116 -22%
Citadel Advisors
39
Citadel Advisors
Florida
$9.04M +$8.96M +296,837 +2,516%
GF
40
Gries Financial
Ohio
$8.7M -$160K -5,307 -2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$8.67M +$597K +19,785 +7%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$8.61M +$1.5M +49,834 +20%
IFG
43
Independent Financial Group
California
$8.17M +$168K +5,571 +2%
AP
44
Americana Partners
Texas
$7.94M -$116K -3,855 -1%
PAIM
45
Punch & Associates Investment Management
Minnesota
$7.91M +$61.1K +2,024 +0.8%
PPWM
46
Perissos Private Wealth Management
Oklahoma
$7.58M +$1.07M +35,590 +16%
BTCPP
47
Border to Coast Pensions Partnership
United Kingdom
$7.3M +$7.55M +250,000 New
LCP
48
LGT Capital Partners
Switzerland
$7.15M -$347K -11,500 -5%
BCM
49
Beck Capital Management
Texas
$7.07M +$65K +2,152 +0.9%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$7.06M +$7.27M +240,880 New

BXSL Hedge Fund Activity: Q3 2024 in Review

342 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q3 2024, worth a combined $1.95B — up 1.6% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BXSL positions and 16 closed out — a net gain of 39 holders — while 143 added to existing stakes and 82 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $24.9M. The largest seller was Bank of America, cutting an estimated $21.4M.

  • 342 institutional investors held Blackstone Secured Lending (BXSL) as of Q3 2024, up from 305 in Q2 2024.
  • Funds reported $1.95B of Blackstone Secured Lending stock for Q3 2024, up 1.6% quarter-over-quarter.
  • 55 funds opened new Blackstone Secured Lending positions in Q3 2024 and 16 closed out, a net change of +39 holders.
  • The largest Blackstone Secured Lending buyer in Q3 2024 was AllianceBernstein, an estimated $24.9M added.
  • The largest Blackstone Secured Lending seller in Q3 2024 was Bank of America, an estimated $21.4M sold.

Based on aggregated 13F filings for Q3 2024.