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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
RFA
176
Register Financial Advisors
Georgia
$162K +$28.5K +1,162 +22%
US Bancorp
177
US Bancorp
Minnesota
$159K +$98K +4,000 +168%
WSCM
178
Wellington Shields Capital Management
New York
$131K
QT
179
Quantbot Technologies
New York
$129K +$127K +5,172 New
TRCT
180
Tower Research Capital (TRC)
New York
$128K +$126K +5,148 New
HI
181
Harbour Investments
Wisconsin
$109K +$71.1K +2,900 +198%
GRP
182
Global Retirement Partners
California
$92.4K +$89.5K +3,650 New
CA
183
Clearstead Advisors
Ohio
$80.3K +$74 +3 +0.1%
HCM
184
Highlander Capital Management
New Jersey
$77K +$75.4K +3,075 New
WAM
185
Worth Asset Management
Texas
$75.4K +$74.1K +3,025 New
SWA
186
Sutton Wealth Advisors
Florida
$70.7K -$1.84K -75 -3%
EWA
187
EverSource Wealth Advisors
Alabama
$70.1K -$760K -31,017 -92%
BWL
188
Bogart Wealth LLC
Virginia
$49.8K +$49K +1,998 New
BAM
189
Belpointe Asset Management
Nevada
$32.1K +$28.9K +1,178 +1,091%
FCA
190
Fortis Capital Advisors
Kansas
$27.5K +$27K +1,103 New
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$16.4K +$16.1K +658 New
HCP
192
Hexagon Capital Partners
Arkansas
$14.7K +$5.51K +225 +62%
SIS
193
Sound Income Strategies
Florida
$10.7K +$10.5K +430 New
AAG
194
Armstrong Advisory Group
Massachusetts
$10.6K
Citigroup
195
Citigroup
New York
$9.6K +$9.44K +385 New
CHA
196
Carmichael Hill & Associates
Maryland
$7.48K +$7.35K +300 New
CFGS
197
Concourse Financial Group Securities
Alabama
$5.13K
AA
198
Ancora Advisors
Ohio
$4.99K
IA
199
IFP Advisors
Florida
$4.03K
VWM
200
Venturi Wealth Management
Texas
$3.22K +$3.16K +129 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.