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Blackstone Secured Lending
BXSL

Overview Fund Activity

201 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, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+41
Holders Change %
+25.63%
% of All Funds
3.22%
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
27
Closed
21
Calls
$6.57M
Puts
$5.46M
Net Calls
+$1.11M
Net Calls Change
+$882K

Top Buyers

1
AWA
Amplius Wealth Advisors
Pennsylvania
+$19.1M
2
BlackRock
BlackRock
New York
+$19M
3
LCP
LGT Capital Partners
Switzerland
+$14M
4
Morgan Stanley
Morgan Stanley
New York
+$11.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.4M

Top Sellers

1
UIM
USS Investment Management
United Kingdom
-$143M
2
Renaissance Technologies
Renaissance Technologies
New York
-$21.8M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$21.1M
4
Creative Planning
Creative Planning
Kansas
-$18.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
101
Ethos Financial Group
Pennsylvania
$1.14M +$64.4K +2,523 +6%
AR
102
Advisory Research
Illinois
$1.14M +$103K +4,144 +10%
AF
103
Allworth Financial
California
$1.12M +$7.65K +307 +0.7%
IWP
104
Icon Wealth Partners
Texas
$1.06M +$1.06M +42,501 New
G
105
GenTrust
Florida
$1.04M – – –
MML Investors Services
106
MML Investors Services
Massachusetts
$1.04M -$363K -14,580 -26%
AR
107
Apeiron RIA
Texas
$1.04M – – –
PSP
108
Principal Street Partners
Tennessee
$1.03M -$21.9K -860 -2%
Brown Advisory
109
Brown Advisory
Maryland
$1M +$634K +25,442 +172%
JIC
110
Joel Isaacson & Co
New York
$1,000K – – –
KCPG
111
Kavar Capital Partners Group
Kansas
$996K +$996K +39,970 New
PWM
112
Perigon Wealth Management
California
$987K +$3.94K +158 +0.4%
BCM
113
Basso Capital Management
Connecticut
$873K +$873K +35,000 New
OC
114
Oppenheimer & Co
New York
$853K +$853K +34,205 New
EMFAT
115
Emerald Mutual Fund Advisers Trust
Pennsylvania
$811K +$811K +32,530 New
KI
116
Kula Investments
Illinois
$807K +$807K +32,384 New
HWM
117
Hohimer Wealth Management
Washington
$806K +$806K +32,330 New
MWM
118
Madison Wealth Management
Ohio
$805K +$175K +7,025 +28%
BP
119
BBR Partners
New York
$765K +$765K +30,701 New
CCA
120
Cruiser Capital Advisors
Connecticut
$748K – – –
Osaic Holdings
121
Osaic Holdings
Arizona
$747K +$33.7K +1,351 +5%
GIA
122
Guyasuta Investment Advisors
Pennsylvania
$728K +$728K +29,200 New
BFA
123
Beaumont Financial Advisors
Massachusetts
$710K +$710K +28,490 New
SWP
124
Stratos Wealth Partners
Ohio
$641K +$19.2K +772 +3%
CWM
125
Cornerstone Wealth Management
Missouri
$586K +$586K +23,500 New
3 4
5
6 7