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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
SWP
126
Stratos Wealth Partners
Ohio
$641K +$18.9K +772 +3%
CWM
127
Cornerstone Wealth Management
Missouri
$586K +$576K +23,500 New
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$578K +$2.92K +119 +0.5%
Corient Private Wealth
129
Corient Private Wealth
Florida
$553K -$235K -9,607 -30%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$531K +$78.8K +3,216 +18%
EIP
131
Epoch Investment Partners
New York
$516K +$507K +20,700 New
NCM
132
Next Capital Management
New York
$514K
Bank of New York Mellon
133
Bank of New York Mellon
New York
$494K -$12.4K -507 -2%
IAN
134
Integrated Advisors Network
Texas
$463K -$49K -1,998 -10%
AFO
135
Allie Family Office
Florida
$450K
DAS
136
Dynamic Advisor Solutions
Arizona
$441K +$434K +17,701 New
William Blair & Company
137
William Blair & Company
Illinois
$406K -$65.8K -2,683 -14%
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$404K +$386K +15,765 New
ASFA
139
All Season Financial Advisors
Colorado
$384K +$26.3K +1,075 +7%
PWA
140
Physician Wealth Advisors
Utah
$373K +$27.1K +1,104 +8%
EGA
141
Eagle Global Advisors
Texas
$372K +$95.1K +3,880 +35%
RPWA
142
Regent Peak Wealth Advisors
Georgia
$359K
WSC
143
Wellington Shields & Co
New York
$357K +$49.6K +2,025 +16%
ACM
144
Anfield Capital Management
California
$352K
Deutsche Bank
145
Deutsche Bank
Germany
$343K +$8.01K +327 +2%
PCA
146
Pallas Capital Advisors
Massachusetts
$337K +$320K +13,047 New
SPIA
147
Steward Partners Investment Advisory
New York
$312K
CPIG
148
Chicago Partners Investment Group
Illinois
$311K -$141K -5,741 -32%
DFCM
149
Dark Forest Capital Management
Puerto Rico
$309K +$304K +12,407 New
AAS
150
Avantax Advisory Services
Texas
$304K

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.