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Blackstone Secured Lending
BXSL

Overview Fund Activity

294 hedge funds and large institutions have $1.84B invested in Blackstone Secured Lending in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+13
Holders Change %
+4.63%
% of All Funds
4.26%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
48
Increased
117
Reduced
75
Closed
31
Calls
$11.4M
Puts
$3.88M
Net Calls
+$7.56M
Net Calls Change
+$5.61M

Top Buyers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$103M
2
NFC
2
Northeast Financial Consultants
Connecticut
$50M
3
Bank of America
3
Bank of America
North Carolina
$201M
4
Franklin Resources
4
Franklin Resources
California
$7.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$41.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$179M
2
Millennium Management
2
Millennium Management
New York
$13.4M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
NRCM
4
Northern Right Capital Management
Connecticut
$0
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
76
Dorsey & Whitney Trust
South Dakota
$3.33M – – –
NW
77
Naviter Wealth
Arkansas
$3.33M +$3.33M +104,418 New
BA
78
Bard Associates
Illinois
$3.13M -$24.7K -775 -0.8%
CG
79
CFO4Life Group
Texas
$3.06M -$209K -6,723 -6%
KS
80
Karpas Strategies
Connecticut
$3.04M -$358K -11,492 -11%
HB
81
HTLF Bank
Colorado
$2.99M -$75K -2,409 -2%
WC
82
Waterloo Capital
Texas
$2.69M +$692K +22,215 +35%
DAS
83
Diversify Advisory Services
Utah
$2.69M +$2.69M +87,221 New
AAM
84
Advisors Asset Management
Colorado
$2.6M +$177K +5,681 +7%
Invesco
85
Invesco
Georgia
$2.38M +$148K +4,736 +7%
BI
86
Bramshill Investments
Florida
$2.36M -$1.18M -37,763 -33%
BRWA
87
B. Riley Wealth Advisors
Florida
$2.33M +$335K +11,916 +17%
CWA
88
Cascade Wealth Advisors
Washington
$2.19M +$2.19M +71,686 New
CA
89
Cetera Advisors
Colorado
$2.15M +$1.9M +61,066 +777%
SMC
90
Smith, Moore & Co
Missouri
$2.1M +$359K +11,535 +21%
CGA
91
Crescent Grove Advisors
Illinois
$2.1M +$55.1K +1,726 +3%
AAA
92
Adams Asset Advisors
Texas
$2.02M – – –
GA
93
GraniteShares Advisors
New York
$1.91M +$243K +7,812 +15%
EFG
94
Ethos Financial Group
Pennsylvania
$1.87M +$393K +12,336 +27%
LIM
95
Leavell Investment Management
Alabama
$1.85M +$101K +3,175 +6%
BCM
96
BluePointe Capital Management
California
$1.85M +$146K +4,580 +9%
FT
97
Fiduciary Trust
Massachusetts
$1.84M – – –
Aberdeen Group
98
Aberdeen Group
United Kingdom
$1.79M – – –
IWA
99
Icon Wealth Advisors
Texas
$1.78M +$90.2K +2,897 +5%
DM
100
Delphi Management
Massachusetts
$1.76M +$137K +4,384 +8%
2 3
4
5 6