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Blackstone Secured Lending
BXSL

Overview Fund Activity

230 hedge funds and large institutions have $1.36B invested in Blackstone Secured Lending in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+29
Holders Change %
+14.43%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
44
Increased
88
Reduced
60
Closed
12
Calls
$5.81M
Puts
$4.35M
Net Calls
+$1.46M
Net Calls Change
+$353K

Top Buyers

1
Millennium Management
Millennium Management
New York
$25.9M
2
ECM
Evergreen Capital Management
Washington
$7.35M
3
PFO
Pathstone Family Office
New Jersey
$5.51M
4
BW
Bison Wealth
Georgia
$4.21M
5
BCM
Beck Capital Management
Texas
$5.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$154M
2
SRC
Shufro Rose & Co
New York
$535K
3
AC
AlphaCore Capital
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$1.94M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSCM
201
Wellington Shields Capital Management
New York
$198K +$54.7K +2,000 +38%
RFA
202
Register Financial Advisors
Georgia
$179K +$438 +16 +0.2%
VEA
203
Virtus ETF Advisers
New York
$164K -$47.4K -1,732 -22%
WAM
204
Worth Asset Management
Texas
$160K +$77.4K +2,830 +94%
CFGS
205
Concourse Financial Group Securities
Alabama
$139K +$133K +4,756 +2,378%
AI
206
AXS Investments
New York
$137K +$137K +5,000 New
HI
207
Harbour Investments
Wisconsin
$130K +$10.7K +390 +9%
S
208
SignatureFD
Georgia
$109K +$109K +4,000 New
HIA
209
Harbor Investment Advisory
Maryland
$109K +$109K +3,968 New
CA
210
Clearstead Advisors
Ohio
$88.2K +$82 +3 +0.1%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$88K +$88K +3,200 New
HCM
212
Highlander Capital Management
New Jersey
$84K – – –
SWA
213
Sutton Wealth Advisors
Florida
$77.6K – – –
HPC
214
HM Payson & Co
Maine
$72.5K +$72.5K +2,650 New
BWL
215
Bogart Wealth LLC
Virginia
$54.7K – – –
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$28.3K +$10.3K +376 +57%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$27.3K +$27.3K +998 New
HCP
218
Hexagon Capital Partners
Arkansas
$20K +$3.94K +144 +24%
AF
219
Advisornet Financial
Minnesota
$13.7K +$13.7K +500 New
EWA
220
EverSource Wealth Advisors
Alabama
$12.5K -$64.5K -2,357 -84%
SIS
221
Sound Income Strategies
Florida
$11.8K – – –
AAG
222
Armstrong Advisory Group
Massachusetts
$11.6K – – –
CHA
223
Carmichael Hill & Associates
Maryland
$8.21K – – –
AA
224
Ancora Advisors
Ohio
$5.47K – – –
IA
225
IFP Advisors
Florida
$4K – – –
6 7 8
9
10