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Blackstone Secured Lending

305 hedge funds and large institutions have $1.92B invested in Blackstone Secured Lending in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.39M

81% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 73

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

3% more funds holding

Funds holding: 297305 (+8)

1.49% more ownership

Funds ownership: 31.08%32.57% (+1.5%)

4% more capital invested

Capital invested by funds: $1.85B → $1.92B (+$65.6M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
305
Holders Change
+8
Holders Change %
+2.69%
% of All Funds
4.4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
40
Increased
132
Reduced
73
Closed
25
Calls
$9.58M
Puts
$3.39M
Net Calls
+$6.19M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$447K +$202K +6,452 +79%
PPW
202
Pasadena Private Wealth
California
$447K -$29.7K -950 -6%
XT
203
XTX Topco
Cayman Islands
$446K +$456K +14,566 New
BPA
204
Beacon Pointe Advisors
California
$443K -$516K -16,503 -53%
UAG
205
United Advisor Group
Ohio
$436K -$5.07K -162 -1%
IIA
206
IPG Investment Advisors
California
$427K -$15.6K -500 -4%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$423K +$341K +10,905 +376%
KA
208
Klingman & Associates
New York
$419K
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$416K
MC
210
Moors & Cabot
Massachusetts
$414K -$453K -14,464 -52%
KWA
211
Kingswood Wealth Advisors
California
$411K +$36.6K +1,168 +10%
GC
212
Guggenheim Capital
Illinois
$405K +$27K +862 +7%
MCM
213
Monument Capital Management
Virginia
$402K -$7.73K -247 -2%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$399K +$408K +13,023 New
TI
215
Tidal Investments
Wisconsin
$398K +$407K +13,000 New
MFIM
216
Mesirow Financial Investment Management
Illinois
$367K
FSWA
217
Financial Synergies Wealth Advisors
Texas
$364K +$10.8K +346 +3%
AWM
218
Accurate Wealth Management
Florida
$364K
Citadel Advisors
219
Citadel Advisors
Florida
$361K -$5.78M -184,592 -94%
CWP
220
Cyndeo Wealth Partners
Florida
$357K +$3.13K +100 +0.9%
CG
221
Caprock Group
Idaho
$352K +$351K +11,209 New
OCPWS
222
One Charles Private Wealth Services
Massachusetts
$341K
BF
223
BOK Financial
Oklahoma
$339K
SAM
224
Seelaus Asset Management
New Jersey
$325K +$34.4K +1,100 +12%
FCA
225
Fortis Capital Advisors
Kansas
$323K +$330K +10,552 New

BXSL Hedge Fund Activity: Q2 2024 in Review

305 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q2 2024, worth a combined $1.92B — up 3.5% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BXSL positions and 25 closed out — a net gain of 15 holders — while 132 added to existing stakes and 73 trimmed.

The largest buyer was Ensign Peak Advisors, adding an estimated $53.7M. The largest seller was OMERS Administration Corp, cutting an estimated $20.3M.

  • 305 institutional investors held Blackstone Secured Lending (BXSL) as of Q2 2024, up from 297 in Q1 2024.
  • Funds reported $1.92B of Blackstone Secured Lending stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 40 funds opened new Blackstone Secured Lending positions in Q2 2024 and 25 closed out, a net change of +15 holders.
  • The largest Blackstone Secured Lending buyer in Q2 2024 was Ensign Peak Advisors, an estimated $53.7M added.
  • The largest Blackstone Secured Lending seller in Q2 2024 was OMERS Administration Corp, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2024.