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Blackstone Secured Lending

162 hedge funds and large institutions have $1.14B invested in Blackstone Secured Lending in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 24

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

29% more call options, than puts

Call options by funds: $996K | Put options by funds: $770K

14% more funds holding

Funds holding: 142162 (+20)

2.42% more ownership

Funds ownership: 29.49%31.91% (+2.4%)

0% more capital invested

Capital invested by funds: $1.14B → $1.14B (+$2.24M)

Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
2.6%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
46
Increased
68
Reduced
24
Closed
20
Calls
$996K
Puts
$770K
Net Calls
+$226K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$147M +$32.9M +1,402,627 +27%
Nomura Asset Management
2
Nomura Asset Management
Japan
$143M -$4.26M -181,858 -3%
UIM
3
USS Investment Management
United Kingdom
$143M -$133M -5,667,433 -47%
Blackstone Inc
4
Blackstone Inc
New York
$71.7M
Creative Planning
5
Creative Planning
Kansas
$67.9M -$302K -12,907 -0.4%
Morgan Stanley
6
Morgan Stanley
New York
$56.1M +$6.58M +280,695 +13%
JP Morgan Chase
7
JP Morgan Chase
New York
$34.3M -$378K -16,121 -1%
OAC
8
OMERS Administration Corp
Ontario, Canada
$28.6M +$965K +41,193 +3%
CCM
9
Callodine Capital Management
Massachusetts
$27.7M +$5.45M +232,772 +23%
VanEck Associates
10
VanEck Associates
New York
$23.1M +$1.16M +49,371 +5%
Renaissance Technologies
11
Renaissance Technologies
New York
$21.8M +$17.1M +731,100 +299%
HighTower Advisors
12
HighTower Advisors
Illinois
$20.7M -$3.08M -131,600 -12%
Marshall Wace
13
Marshall Wace
United Kingdom
$17.4M +$18.3M +779,170 New
GSIS
14
Global Strategic Investment Solutions
Arizona
$12.7M +$215K +9,163 +2%
NFC
15
Northeast Financial Consultants
Connecticut
$12.6M -$1.11M -47,172 -8%
Ameriprise
16
Ameriprise
Minnesota
$11.6M +$616K +26,290 +5%
QPWM
17
Quadrant Private Wealth Management
Pennsylvania
$11.4M +$11.6M +497,187 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11.3M +$4.17M +177,886 +54%
AM
19
Ares Management
California
$11.1M +$8.18M +349,337 +241%
SRC
20
Shufro Rose & Co
New York
$10.9M -$687K -29,320 -6%
UBS Group
21
UBS Group
Switzerland
$10.4M -$1.51M -64,457 -12%
GF
22
Gries Financial
Ohio
$9.94M +$2.68M +114,314 +35%
NRCM
23
Northern Right Capital Management
Connecticut
$9.16M +$2.69M +114,657 +39%
C
24
Cliffwater
California
$8.37M +$302K +12,900 +4%
TP
25
Tranquility Partners
Tennessee
$8.3M +$1.04M +44,238 +14%

BXSL Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q4 2022, worth a combined $1.14B — up 0.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BXSL positions and 20 closed out — a net gain of 26 holders — while 68 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $32.9M. The largest seller was USS Investment Management, cutting an estimated $133M.

  • 162 institutional investors held Blackstone Secured Lending (BXSL) as of Q4 2022, up from 142 in Q3 2022.
  • Funds reported $1.14B of Blackstone Secured Lending stock for Q4 2022, up 0.2% quarter-over-quarter.
  • 46 funds opened new Blackstone Secured Lending positions in Q4 2022 and 20 closed out, a net change of +26 holders.
  • The largest Blackstone Secured Lending buyer in Q4 2022 was Bank of America, an estimated $32.9M added.
  • The largest Blackstone Secured Lending seller in Q4 2022 was USS Investment Management, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2022.