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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
CIC
101
Chilton Investment Company
Connecticut
$1.19M +$1.17M +47,820 New
EFG
102
Ethos Financial Group
Pennsylvania
$1.14M +$61.8K +2,523 +6%
AR
103
Advisory Research
Illinois
$1.14M +$102K +4,144 +10%
AF
104
Allworth Financial
California
$1.12M +$7.52K +307 +0.7%
IFG
105
Independent Financial Group
California
$1.1M -$3.43K -140 -0.3%
IWP
106
Icon Wealth Partners
Texas
$1.06M +$1.04M +42,501 New
G
107
GenTrust
Florida
$1.04M
MML Investors Services
108
MML Investors Services
Massachusetts
$1.04M -$357K -14,580 -26%
AR
109
Apeiron RIA
Texas
$1.04M
PSP
110
Principal Street Partners
Tennessee
$1.03M -$21.1K -860 -2%
Brown Advisory
111
Brown Advisory
Maryland
$1M +$624K +25,442 +172%
JIC
112
Joel Isaacson & Co
New York
$1,000K
KCPG
113
Kavar Capital Partners Group
Kansas
$996K +$980K +39,970 New
PWM
114
Perigon Wealth Management
California
$987K +$3.87K +158 +0.4%
BCM
115
Basso Capital Management
Connecticut
$873K +$858K +35,000 New
OC
116
Oppenheimer & Co
New York
$853K +$838K +34,205 New
EMFAT
117
Emerald Mutual Fund Advisers Trust
Pennsylvania
$811K +$797K +32,530 New
KI
118
Kula Investments
Illinois
$807K +$794K +32,384 New
HWM
119
Hohimer Wealth Management
Washington
$806K +$792K +32,330 New
MWM
120
Madison Wealth Management
Ohio
$805K +$172K +7,025 +28%
BP
121
BBR Partners
New York
$765K +$752K +30,701 New
CCA
122
Cruiser Capital Advisors
Connecticut
$748K
Osaic Holdings
123
Osaic Holdings
Arizona
$747K +$33.1K +1,351 +5%
GIA
124
Guyasuta Investment Advisors
Pennsylvania
$728K +$716K +29,200 New
BFA
125
Beaumont Financial Advisors
Massachusetts
$710K +$698K +28,490 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.