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Blackstone Secured Lending

203 hedge funds and large institutions have $1.25B invested in Blackstone Secured Lending in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 80 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 21

186% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 28

25% more funds holding

Funds holding: 162203 (+41)

20% more call options, than puts

Call options by funds: $6.57M | Put options by funds: $5.46M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

10% more capital invested

Capital invested by funds: $1.14B → $1.25B (+$111M)

0.64% less ownership

Funds ownership: 31.91%31.27% (-0.64%)

Holders
203
Holders Change
+41
Holders Change %
+25.31%
% of All Funds
3.24%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
66
Increased
80
Reduced
28
Closed
21
Calls
$6.57M
Puts
$5.46M
Net Calls
+$1.11M
Net Calls Change
+$882K
Name Holding Trade Value Shares
Change
Change in
Stake
JKSF
51
John & Kathleen Schreiber Foundation
Illinois
$4.95M
Stifel Financial
52
Stifel Financial
Missouri
$4.84M +$1.71M +69,664 +56%
PCP
53
Proficio Capital Partners
Massachusetts
$4.77M +$31.3K +1,279 +0.7%
CIM
54
Confluence Investment Management
Missouri
$4.69M +$1.57M +64,244 +52%
Wells Fargo
55
Wells Fargo
California
$3.59M +$1.63M +66,592 +86%
Marshall Wace
56
Marshall Wace
United Kingdom
$3.55M -$15.6M -636,707 -82%
PI
57
Putnam Investments
Massachusetts
$3.51M +$2.67M +109,054 +345%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$3.36M +$2.51M +102,500 +317%
BWA
59
BDO Wealth Advisors
Florida
$3.35M -$40.5K -1,654 -1%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$3.06M -$1.99M -81,262 -40%
MPW
61
MGO Private Wealth
California
$3.04M
CT
62
Caldwell Trust
Florida
$2.97M
BWM
63
BigSur Wealth Management
Florida
$2.97M +$2.84M +115,858 New
DBT
64
Dubuque Bank & Trust
Iowa
$2.89M +$585K +23,880 +26%
KS
65
Karpas Strategies
Connecticut
$2.84M +$3.92K +160 +0.1%
Mariner
66
Mariner
Kansas
$2.72M +$806K +32,878 +43%
DWT
67
Dorsey & Whitney Trust
South Dakota
$2.67M
CG
68
CFO4Life Group
Texas
$2.56M -$257K -10,476 -9%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$2.5M +$1.63M +66,413 +197%
GECH
70
Garnet Equity Capital Holdings
New York
$2.49M +$2.45M +100,000 New
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$2.49M +$117K +4,790 +5%
AAA
72
Adams Asset Advisors
Texas
$2.31M +$166K +6,777 +8%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$2.29M +$1.9M +77,556 +538%
HWAM
74
Hennion & Walsh Asset Management
New Jersey
$2.27M +$712K +29,052 +47%
BPA
75
Beacon Pointe Advisors
California
$1.99M -$142K -5,790 -7%

BXSL Hedge Fund Activity: Q1 2023 in Review

203 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q1 2023, worth a combined $1.25B — up 9.7% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BXSL positions and 21 closed out — a net gain of 45 holders — while 80 added to existing stakes and 28 trimmed.

The largest buyer was Amplius Wealth Advisors, adding an estimated $18.8M. The largest seller was USS Investment Management, exiting entirely with an estimated $143M sold.

  • 203 institutional investors held Blackstone Secured Lending (BXSL) as of Q1 2023, up from 162 in Q4 2022.
  • Funds reported $1.25B of Blackstone Secured Lending stock for Q1 2023, up 9.7% quarter-over-quarter.
  • 66 funds opened new Blackstone Secured Lending positions in Q1 2023 and 21 closed out, a net change of +45 holders.
  • The largest Blackstone Secured Lending buyer in Q1 2023 was Amplius Wealth Advisors, an estimated $18.8M added.
  • The largest Blackstone Secured Lending seller in Q1 2023 was USS Investment Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.