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Blackstone Secured Lending

106 hedge funds and large institutions have $775M invested in Blackstone Secured Lending in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 8

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

33% more funds holding

Funds holding: 80106 (+26)

3.35% more ownership

Funds ownership: 18.12%21.47% (+3.4%)

10% less capital invested

Capital invested by funds: $857M → $775M (-$82.2M)

Holders
106
Holders Change
+26
Holders Change %
+32.5%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
35
Increased
57
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
1
USS Investment Management
United Kingdom
$286M
Blackstone Inc
2
Blackstone Inc
New York
$89.4M
Nomura Asset Management
3
Nomura Asset Management
Japan
$60.5M
Creative Planning
4
Creative Planning
Kansas
$34.3M +$19.6M +754,963 +108%
ECU
5
Egerton Capital (UK)
United Kingdom
$29.2M -$248K -9,577 -0.8%
OAC
6
OMERS Administration Corp
Ontario, Canada
$28.5M +$916K +35,334 +3%
Morgan Stanley
7
Morgan Stanley
New York
$28.4M +$10.6M +410,627 +52%
VanEck Associates
8
VanEck Associates
New York
$25M +$27.4M +1,057,237 New
Bank of America
9
Bank of America
North Carolina
$20.3M +$11M +422,721 +97%
JP Morgan Chase
10
JP Morgan Chase
New York
$15.9M +$14.1M +545,063 +429%
Ameriprise
11
Ameriprise
Minnesota
$11.6M +$1.33M +51,294 +12%
CCM
12
Callodine Capital Management
Massachusetts
$11.4M +$8.47M +326,639 +211%
UBS Group
13
UBS Group
Switzerland
$10.2M +$3.1M +119,533 +38%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$7.83M -$710K -27,369 -8%
NFC
15
Northeast Financial Consultants
Connecticut
$7.43M +$4.18M +161,136 +105%
C
16
Cliffwater
California
$7.24M +$1.94M +74,803 +32%
SRC
17
Shufro Rose & Co
New York
$6.53M +$3.06M +118,180 +75%
GSIS
18
Global Strategic Investment Solutions
Arizona
$6.49M +$7.12M +274,521 New
DWP
19
Destiny Wealth Partners
Florida
$5.05M +$953K +36,768 +21%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.81M +$2.65M +102,362 +101%
TP
21
Tranquility Partners
Tennessee
$4.05M +$3.28M +126,413 +281%
MCA
22
Magnolia Capital Advisors
Mississippi
$4.05M +$433K +16,698 +11%
PCP
23
Proficio Capital Partners
Massachusetts
$3.84M +$715K +27,567 +24%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.79M +$1.6M +61,556 +62%
QPWM
25
Quadrant Private Wealth Management
Pennsylvania
$3.65M +$1.87M +72,052 +96%

BXSL Hedge Fund Activity: Q2 2022 in Review

106 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q2 2022, worth a combined $775M — down 9.6% from $857M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BXSL positions and 9 closed out — a net gain of 26 holders — while 57 added to existing stakes and 8 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $27.4M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $2.7M sold.

  • 106 institutional investors held Blackstone Secured Lending (BXSL) as of Q2 2022, up from 80 in Q1 2022.
  • Funds reported $775M of Blackstone Secured Lending stock for Q2 2022, down 9.6% quarter-over-quarter.
  • 35 funds opened new Blackstone Secured Lending positions in Q2 2022 and 9 closed out, a net change of +26 holders.
  • The largest Blackstone Secured Lending buyer in Q2 2022 was VanEck Associates, an estimated $27.4M added.
  • The largest Blackstone Secured Lending seller in Q2 2022 was Clough Capital Partners, an estimated $2.7M sold.

Based on aggregated 13F filings for Q2 2022.