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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
JMPWA
76
JP Morgan Private Wealth Advisors
California
$1.89M -$62K -2,530 -3%
BCM
77
Beck Capital Management
Texas
$1.86M +$1.83M +74,503 New
AIM
78
Aigen Investment Management
New York
$1.76M +$736K +30,050 +74%
Invesco
79
Invesco
Georgia
$1.75M -$152K -6,208 -8%
SCA
80
Snowden Capital Advisors
New York
$1.73M -$957K -39,060 -36%
BRWA
81
B. Riley Wealth Advisors
Florida
$1.71M +$1.63M +66,692 New
BAMF
82
BI Asset Management Fondsmaeglerselskab
Denmark
$1.67M +$1.64M +66,958 New
LPL Financial
83
LPL Financial
California
$1.54M +$748K +30,522 +98%
FT
84
Fiduciary Trust
Massachusetts
$1.47M
HF
85
HRT Financial
New York
$1.46M -$519K -21,184 -27%
YIH
86
Y-Intercept (HK)
Hong Kong
$1.43M +$1.41M +57,412 New
CCM
87
Campbell Capital Management
Florida
$1.41M +$1.38M +56,400 New
KeyBank National Association
88
KeyBank National Association
Ohio
$1.39M +$973K +39,687 +244%
LCWP
89
Legacy Capital Wealth Partners
Arkansas
$1.38M +$94.5K +3,857 +7%
KACA
90
Kayne Anderson Capital Advisors
California
$1.37M
DI
91
DFPG Investments
Utah
$1.36M +$1.02M +41,746 +329%
UCFA
92
United Capital Financial Advisors
Texas
$1.35M +$471K +19,200 +55%
TC
93
TownSquare Capital
Utah
$1.34M +$157K +6,402 +14%
LIM
94
Leavell Investment Management
Alabama
$1.3M +$6.13K +250 +0.5%
SGI
95
Summit Global Investments
Utah
$1.27M +$74 +3 +0%
AP
96
Americana Partners
Texas
$1.27M +$1.25M +51,042 New
TMWM
97
Taylor & Morgan Wealth Management
Michigan
$1.25M +$4.49K +183 +0.4%
AI
98
ArchPoint Investors
Florida
$1.24M
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$1.22M +$24.6K +1,004 +2%
SS
100
Sunbelt Securities
Texas
$1.19M +$1.18M +48,000 New

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.