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Blackstone Secured Lending

253 hedge funds and large institutions have $1.44B invested in Blackstone Secured Lending in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 63

23% more call options, than puts

Call options by funds: $4.74M | Put options by funds: $3.86M

9% more funds holding

Funds holding: 232253 (+21)

5% more capital invested

Capital invested by funds: $1.37B → $1.44B (+$70.4M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.55% less ownership

Funds ownership: 31.02%30.47% (-0.55%)

Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
4.02%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
39
Increased
109
Reduced
63
Closed
16
Calls
$4.74M
Puts
$3.86M
Net Calls
+$884K
Net Calls Change
-$577K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
Monument Capital Management
Virginia
$404K +$408K +14,753 New
IAN
177
Integrated Advisors Network
Texas
$403K -$119K -4,293 -23%
PWA
178
Physician Wealth Advisors
Utah
$382K -$1.58K -57 -0.4%
US Bancorp
179
US Bancorp
Minnesota
$381K +$154K +5,550 +66%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$380K -$76.3K -2,756 -17%
KA
181
Klingman & Associates
New York
$375K +$379K +13,700 New
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$372K +$31.1K +1,124 +9%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$370K +$104K +3,770 +40%
AAS
184
Avantax Advisory Services
Texas
$369K -$17.3K -624 -4%
MC
185
Moors & Cabot
Massachusetts
$368K +$68.5K +2,475 +23%
TC
186
TownSquare Capital
Utah
$361K -$1.25M -45,236 -77%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$361K +$155K +5,600 +69%
VEA
188
Virtus ETF Advisers
New York
$348K +$186K +6,713 +112%
SWP
189
Stratos Wealth Partners
Ohio
$339K -$66K -2,386 -16%
AWM
190
Accurate Wealth Management
Florida
$327K +$329K +11,891 New
IIA
191
IPG Investment Advisors
California
$326K +$321K +11,600 New
OCPWS
192
One Charles Private Wealth Services
Massachusetts
$305K
CC
193
Claybrook Capital
Massachusetts
$285K
SW
194
SVB Wealth
Massachusetts
$284K +$48.9K +1,768 +20%
Cerity Partners
195
Cerity Partners
New York
$282K
DI
196
Diligent Investors
California
$277K +$55 +2 +0%
HCA
197
Horan Capital Advisors
Ohio
$273K +$277K +9,993 New
HCA
198
Harbour Capital Advisors
Virginia
$270K
Northern Trust
199
Northern Trust
Illinois
$266K
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$256K +$259K +9,356 New

BXSL Hedge Fund Activity: Q3 2023 in Review

253 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q3 2023, worth a combined $1.44B — up 5.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BXSL positions and 16 closed out — a net gain of 23 holders — while 109 added to existing stakes and 63 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $22.1M. The largest seller was Magnolia Capital Advisors, exiting entirely with an estimated $9.21M sold.

  • 253 institutional investors held Blackstone Secured Lending (BXSL) as of Q3 2023, up from 232 in Q2 2023.
  • Funds reported $1.44B of Blackstone Secured Lending stock for Q3 2023, up 5.2% quarter-over-quarter.
  • 39 funds opened new Blackstone Secured Lending positions in Q3 2023 and 16 closed out, a net change of +23 holders.
  • The largest Blackstone Secured Lending buyer in Q3 2023 was 1832 Asset Management, an estimated $22.1M added.
  • The largest Blackstone Secured Lending seller in Q3 2023 was Magnolia Capital Advisors, an estimated $9.21M sold.

Based on aggregated 13F filings for Q3 2023.