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Blackstone Secured Lending

232 hedge funds and large institutions have $1.37B invested in Blackstone Secured Lending in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 60

34% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $4.35M

14% more funds holding

Funds holding: 203232 (+29)

9% more capital invested

Capital invested by funds: $1.25B → $1.37B (+$114M)

0.25% less ownership

Funds ownership: 31.27%31.02% (-0.25%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
232
Holders Change
+29
Holders Change %
+14.29%
% of All Funds
3.64%
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
89
Reduced
60
Closed
12
Calls
$5.81M
Puts
$4.35M
Net Calls
+$1.46M
Net Calls Change
+$353K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$154M -$25.8M -1,003,050 -15%
Nomura Asset Management
2
Nomura Asset Management
Japan
$148M -$4.21M -163,549 -3%
Blackstone Inc
3
Blackstone Inc
New York
$87.7M
Morgan Stanley
4
Morgan Stanley
New York
$80.5M -$995K -38,625 -1%
Creative Planning
5
Creative Planning
Kansas
$65M +$2.42M +93,841 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$42.8M -$1.43M -55,682 -3%
OAC
7
OMERS Administration Corp
Ontario, Canada
$36.9M +$927K +35,979 +3%
SOWBOCOPL
8
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$35.5M
AWA
9
Amplius Wealth Advisors
Pennsylvania
$33.3M +$2.16M +83,865 +7%
VanEck Associates
10
VanEck Associates
New York
$30M +$607K +23,551 +2%
Millennium Management
11
Millennium Management
New York
$25.9M +$12.2M +473,417 +100%
HighTower Advisors
12
HighTower Advisors
Illinois
$23.4M -$3.98M -154,630 -15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20.3M +$3.22M +125,014 +20%
BlackRock
14
BlackRock
New York
$19.9M -$1.09M -42,190 -5%
CCM
15
Callodine Capital Management
Massachusetts
$19.7M -$3.41M -132,354 -16%
NFC
16
Northeast Financial Consultants
Connecticut
$19.4M +$3.14M +121,746 +21%
Ameriprise
17
Ameriprise
Minnesota
$17.8M -$367K -14,261 -2%
AM
18
Ares Management
California
$17.2M -$2.29K -89 -0%
GSIS
19
Global Strategic Investment Solutions
Arizona
$16.3M +$638K +24,774 +4%
Two Sigma Investments
20
Two Sigma Investments
New York
$15.5M +$3.31M +128,398 +29%
UBS Group
21
UBS Group
Switzerland
$15.4M +$517K +20,091 +4%
LCP
22
LGT Capital Partners
Switzerland
$14.8M -$515K -20,000 -4%
QPWM
23
Quadrant Private Wealth Management
Pennsylvania
$13.8M -$250K -9,707 -2%
ACM
24
Advisors Capital Management
New Jersey
$13.4M +$348K +13,504 +3%
GF
25
Gries Financial
Ohio
$12.1M +$23.6K +918 +0.2%

BXSL Hedge Fund Activity: Q2 2023 in Review

232 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q2 2023, worth a combined $1.37B — up 9.1% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BXSL positions and 12 closed out — a net gain of 32 holders — while 89 added to existing stakes and 60 trimmed.

The largest buyer was Millennium Management, adding an estimated $12.2M. The largest seller was Bank of America, cutting an estimated $25.8M.

  • 232 institutional investors held Blackstone Secured Lending (BXSL) as of Q2 2023, up from 203 in Q1 2023.
  • Funds reported $1.37B of Blackstone Secured Lending stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 44 funds opened new Blackstone Secured Lending positions in Q2 2023 and 12 closed out, a net change of +32 holders.
  • The largest Blackstone Secured Lending buyer in Q2 2023 was Millennium Management, an estimated $12.2M added.
  • The largest Blackstone Secured Lending seller in Q2 2023 was Bank of America, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2023.