BXSL icon

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 %
GIA
151
Guyasuta Investment Advisors
Pennsylvania
$868K – – –
TCM
152
Triumph Capital Management
Colorado
$861K -$151K -4,894 -15%
UCFA
153
United Capital Financial Advisors
Texas
$857K – – –
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$824K -$209K -6,709 -20%
GCM
155
Greenland Capital Management
New York
$807K -$2.15M -69,080 -73%
AWE
156
Avidian Wealth Enterprises
Texas
$793K +$39.3K +1,262 +5%
PCC
157
Park Circle Company
Maryland
$748K – – –
BFG
158
Bleakley Financial Group
New Jersey
$737K +$26.2K +842 +4%
SW
159
Simplicity Wealth
New Jersey
$737K +$737K +23,664 New
FG
160
Fiduciary Group
Georgia
$701K +$67.3K +2,159 +11%
WSC
161
Wellington Shields & Co
New York
$691K -$18.7K -600 -3%
AAS
162
Avantax Advisory Services
Texas
$679K +$160K +5,122 +31%
CIC
163
Chilton Investment Company
Connecticut
$676K -$1.82M -58,270 -73%
Corient Private Wealth
164
Corient Private Wealth
Florida
$674K +$51.2K +1,644 +8%
EIP
165
Epoch Investment Partners
New York
$645K – – –
QC
166
Quadrature Capital
United Kingdom
$636K -$1.4M -44,975 -69%
Cerity Partners
167
Cerity Partners
New York
$627K +$310K +9,843 +98%
KAS
168
Kestra Advisory Services
Texas
$625K +$383K +12,294 +159%
CCM
169
Campbell Capital Management
Florida
$623K +$623K +20,000 New
US Bancorp
170
US Bancorp
Minnesota
$621K +$187K +6,002 +43%
RWA
171
Redhawk Wealth Advisors
Minnesota
$592K +$29.6K +949 +5%
WANY
172
Wealthspire Advisors (New York)
New York
$588K +$1.22K +39 +0.2%
SRC
173
Shufro Rose & Co
New York
$577K – – –
AWM
174
Activest Wealth Management
Florida
$572K +$531K +17,062 +1,303%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$572K +$98K +3,184 +21%
5 6
7
8 9