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Blackstone Secured Lending

106 hedge funds and large institutions have $775M invested in Blackstone Secured Lending in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 8

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

33% more funds holding

Funds holding: 80106 (+26)

3.35% more ownership

Funds ownership: 18.12%21.47% (+3.4%)

10% less capital invested

Capital invested by funds: $857M → $775M (-$82.2M)

Holders
106
Holders Change
+26
Holders Change %
+32.5%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
35
Increased
57
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Axxcess Wealth Management
California
$889K +$403K +15,538 +70%
Wells Fargo
52
Wells Fargo
California
$878K +$560K +21,589 +139%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$866K +$761K +29,364 +404%
Mariner
54
Mariner
Kansas
$761K +$289K +11,129 +53%
CSS
55
Cubist Systematic Strategies
Connecticut
$706K +$432K +16,666 +126%
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$675K +$545K +21,030 +280%
Marshall Wace
57
Marshall Wace
United Kingdom
$661K -$2.48M -95,659 -77%
FT
58
Fiduciary Trust
Massachusetts
$653K +$716K +27,634 New
TMWM
59
Taylor & Morgan Wealth Management
Michigan
$604K +$662K +25,544 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$584K +$640K +24,704 New
AIP
61
Almanack Investment Partners
Pennsylvania
$583K +$544 +21 +0.1%
NSIM
62
North Star Investment Management
Illinois
$504K +$247K +9,512 +80%
PWM
63
Perigon Wealth Management
California
$498K +$277K +10,668 +103%
G
64
GenTrust
Florida
$486K +$508K +19,604 New
KCPG
65
Kavar Capital Partners Group
Kansas
$476K +$522K +20,142 New
JIC
66
Joel Isaacson & Co
New York
$474K +$520K +20,054 New
RW
67
RVW Wealth
California
$468K +$257K +9,909 +100%
Lido Advisors
68
Lido Advisors
California
$467K +$512K +19,766 New
SWIG
69
Strategic Wealth Investment Group
Kentucky
$467K +$512K +19,766 New
AF
70
Allworth Financial
California
$414K +$229K +8,839 +102%
BTI
71
Blue Trust Inc
Georgia
$403K +$375K +14,454 New
Stifel Financial
72
Stifel Financial
Missouri
$394K -$132K -5,085 -23%
JMPWA
73
JP Morgan Private Wealth Advisors
California
$378K +$415K +16,001 New
CPIG
74
Chicago Partners Investment Group
Illinois
$371K +$205K +7,908 +100%
Millennium Management
75
Millennium Management
New York
$320K +$351K +13,527 New

BXSL Hedge Fund Activity: Q2 2022 in Review

106 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q2 2022, worth a combined $775M — down 9.6% from $857M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BXSL positions and 9 closed out — a net gain of 26 holders — while 57 added to existing stakes and 8 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $27.4M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $2.7M sold.

  • 106 institutional investors held Blackstone Secured Lending (BXSL) as of Q2 2022, up from 80 in Q1 2022.
  • Funds reported $775M of Blackstone Secured Lending stock for Q2 2022, down 9.6% quarter-over-quarter.
  • 35 funds opened new Blackstone Secured Lending positions in Q2 2022 and 9 closed out, a net change of +26 holders.
  • The largest Blackstone Secured Lending buyer in Q2 2022 was VanEck Associates, an estimated $27.4M added.
  • The largest Blackstone Secured Lending seller in Q2 2022 was Clough Capital Partners, an estimated $2.7M sold.

Based on aggregated 13F filings for Q2 2022.