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Blackstone Secured Lending

162 hedge funds and large institutions have $1.14B invested in Blackstone Secured Lending in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 24

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

29% more call options, than puts

Call options by funds: $996K | Put options by funds: $770K

14% more funds holding

Funds holding: 142162 (+20)

2.42% more ownership

Funds ownership: 29.49%31.91% (+2.4%)

0% more capital invested

Capital invested by funds: $1.14B → $1.14B (+$2.24M)

Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
2.6%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
46
Increased
68
Reduced
24
Closed
20
Calls
$996K
Puts
$770K
Net Calls
+$226K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
76
Summit Global Investments
Utah
$1.14M -$44.8K -1,911 -4%
DM
77
Delphi Management
Massachusetts
$1.13M +$1.19M +50,594 New
TMWM
78
Taylor & Morgan Wealth Management
Michigan
$1.12M +$3.96K +169 +0.3%
AI
79
ArchPoint Investors
Florida
$1.11M +$7.03K +300 +0.6%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$1.07M +$148K +6,326 +15%
TC
81
TownSquare Capital
Utah
$1.06M +$1.11M +47,298 New
AF
82
Allworth Financial
California
$998K +$4.78K +204 +0.5%
IFG
83
Independent Financial Group
California
$993K -$714K -30,455 -41%
EFG
84
Ethos Financial Group
Pennsylvania
$963K +$987K +42,123 New
PSP
85
Principal Street Partners
Tennessee
$946K
G
86
GenTrust
Florida
$934K
AR
87
Advisory Research
Illinois
$929K -$108K -4,625 -10%
AR
88
Apeiron RIA
Texas
$928K
AIM
89
Aigen Investment Management
New York
$910K +$954K +40,705 New
JIC
90
Joel Isaacson & Co
New York
$896K
PWM
91
Perigon Wealth Management
California
$881K +$4.69K +200 +0.5%
UCFA
92
United Capital Financial Advisors
Texas
$782K +$820K +35,000 New
EWA
93
EverSource Wealth Advisors
Alabama
$756K +$10.7K +456 +1%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$753K +$444K +18,965 +129%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$722K +$757K +32,300 New
Corient Private Wealth
96
Corient Private Wealth
Florida
$711K +$745K +31,801 New
PI
97
Putnam Investments
Massachusetts
$707K +$741K +31,643 New
LPL Financial
98
LPL Financial
California
$695K +$264K +11,249 +57%
CCA
99
Cruiser Capital Advisors
Connecticut
$671K +$703K +30,000 New
Goldman Sachs
100
Goldman Sachs
New York
$659K +$691K +29,506 New

BXSL Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q4 2022, worth a combined $1.14B — up 0.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BXSL positions and 20 closed out — a net gain of 26 holders — while 68 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $32.9M. The largest seller was USS Investment Management, cutting an estimated $133M.

  • 162 institutional investors held Blackstone Secured Lending (BXSL) as of Q4 2022, up from 142 in Q3 2022.
  • Funds reported $1.14B of Blackstone Secured Lending stock for Q4 2022, up 0.2% quarter-over-quarter.
  • 46 funds opened new Blackstone Secured Lending positions in Q4 2022 and 20 closed out, a net change of +26 holders.
  • The largest Blackstone Secured Lending buyer in Q4 2022 was Bank of America, an estimated $32.9M added.
  • The largest Blackstone Secured Lending seller in Q4 2022 was USS Investment Management, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2022.