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Blackstone Secured Lending
BXSL

Overview Fund Activity

105 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
Holders
105
Holders Change
+26
Holders Change %
+32.91%
% of All Funds
1.78%
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
–

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$25M
2
Creative Planning
Creative Planning
Kansas
+$17.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.9M
4
Bank of America
Bank of America
North Carolina
+$9.99M
5
Morgan Stanley
Morgan Stanley
New York
+$9.71M

Top Sellers

1
CCP
Clough Capital Partners
Massachusetts
-$2.7M
2
Marshall Wace
Marshall Wace
United Kingdom
-$2.26M
3
IAN
Integrated Advisors Network
Texas
-$2.23M
4
CPA
Capital Planning Advisors
California
-$2.17M
5
HF
HRT Financial
New York
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Axxcess Wealth Management
California
$889K +$367K +15,538 +70%
Wells Fargo
52
Wells Fargo
California
$878K +$510K +21,589 +139%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$866K +$694K +29,364 +404%
Mariner
54
Mariner
Kansas
$761K +$263K +11,129 +53%
CSS
55
Cubist Systematic Strategies
Connecticut
$706K +$394K +16,666 +126%
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$675K +$498K +21,030 +280%
Marshall Wace
57
Marshall Wace
United Kingdom
$661K -$2.26M -95,659 -77%
FT
58
Fiduciary Trust
Massachusetts
$653K +$653K +27,634 New
TMWM
59
Taylor & Morgan Wealth Management
Michigan
$604K +$604K +25,544 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$584K +$584K +24,704 New
AIP
61
Almanack Investment Partners
Pennsylvania
$583K +$520 +21 +0.1%
NSIM
62
North Star Investment Management
Illinois
$504K +$225K +9,512 +80%
PWM
63
Perigon Wealth Management
California
$498K +$252K +10,668 +103%
G
64
GenTrust
Florida
$486K +$486K +19,604 New
KCPG
65
Kavar Capital Partners Group
Kansas
$476K +$476K +20,142 New
JIC
66
Joel Isaacson & Co
New York
$474K +$474K +20,054 New
RW
67
RVW Wealth
California
$468K +$234K +9,909 +100%
Lido Advisors
68
Lido Advisors
California
$467K +$467K +19,766 New
SWIG
69
Strategic Wealth Investment Group
Kentucky
$467K +$467K +19,766 New
AF
70
Allworth Financial
California
$414K +$209K +8,839 +102%
BTI
71
Blue Trust Inc
Georgia
$403K +$403K +14,454 New
Stifel Financial
72
Stifel Financial
Missouri
$394K -$120K -5,085 -23%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$378K +$378K +16,001 New
CPIG
74
Chicago Partners Investment Group
Illinois
$371K +$186K +7,908 +100%
Millennium Management
75
Millennium Management
New York
$320K +$320K +13,527 New
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