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Blackstone Secured Lending
BXSL

297 hedge funds and large institutions have $1.85B invested in Blackstone Secured Lending in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $3.88M

55% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 76

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

13% more capital invested

Capital invested by funds: $1.65B → $1.85B (+$209M)

4% more funds holding

Funds holding: 285 → 297 (+12)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

3.17% less ownership

Funds ownership: 34.25% → 31.08% (-3.2%)

Holders
297
Holders Change
+12
Holders Change %
+4.21%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
48
Increased
118
Reduced
76
Closed
32
Calls
$11.4M
Puts
$3.88M
Net Calls
+$7.56M
Net Calls Change
+$5.61M

Top Buyers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$97.3M
2
NFC
Northeast Financial Consultants
Connecticut
+$17.3M
3
Bank of America
Bank of America
North Carolina
+$13.9M
4
Franklin Resources
Franklin Resources
California
+$6.93M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.75M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$108M
2
Millennium Management
Millennium Management
New York
-$13.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$13.1M
4
NRCM
Northern Right Capital Management
Connecticut
-$9.03M
5
AWA
Amplius Wealth Advisors
Pennsylvania
-$8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$201M +$13.9M +474,553 +8%
Morgan Stanley
2
Morgan Stanley
New York
$179M -$108M -3,702,482 -39%
Nomura Asset Management
3
Nomura Asset Management
Japan
$150M -$76K -2,594 -0.1%
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$103M +$97.3M +3,319,725 New
Blackstone Inc
5
Blackstone Inc
New York
$99.9M – – –
Creative Planning
6
Creative Planning
Kansas
$63.1M -$3.05M -104,094 -5%
NFC
7
Northeast Financial Consultants
Connecticut
$50M +$17.3M +590,968 +58%
VanEck Associates
8
VanEck Associates
New York
$48M +$5.86M +200,109 +15%
OAC
9
OMERS Administration Corp
Ontario, Canada
$46.7M +$2.26M +77,252 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$42.3M -$3M -102,487 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$41.9M +$6.75M +230,525 +21%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$33.8M +$3.86M +131,876 +14%
AM
13
Ares Management
California
$31.9M +$2.8M +95,507 +10%
HighTower Advisors
14
HighTower Advisors
Illinois
$29.9M -$228K -7,779 -0.8%
AWA
15
Amplius Wealth Advisors
Pennsylvania
$28.3M -$8M -272,970 -23%
UBS Group
16
UBS Group
Switzerland
$27.7M +$1.36M +46,318 +5%
Wells Fargo
17
Wells Fargo
California
$23.2M +$5.68M +193,717 +35%
Ameriprise
18
Ameriprise
Minnesota
$23.1M -$644K -21,998 -3%
BlackRock
19
BlackRock
New York
$18.4M +$2.02M +68,810 +13%
CCM
20
Callodine Capital Management
Massachusetts
$17.8M -$2.15M -73,503 -11%
Stifel Financial
21
Stifel Financial
Missouri
$15.7M +$6.25M +213,316 +73%
GSIS
22
Global Strategic Investment Solutions
Arizona
$15.5M -$490K -16,722 -3%
ACM
23
Advisors Capital Management
New Jersey
$15.5M +$211K +7,209 +1%
SAM
24
Shikiar Asset Management
New York
$15M -$1.8M -61,445 -11%
Millennium Management
25
Millennium Management
New York
$13.4M -$13.7M -465,980 -52%
1
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BXSL Hedge Fund Activity: Q1 2024 in Review

297 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone Secured Lending (BXSL) for Q1 2024, worth a combined $1.85B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BXSL positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 76 trimmed.

The largest buyer was Ensign Peak Advisors, opening a new position worth an estimated $97.3M. The largest seller was Morgan Stanley, cutting an estimated $108M.

  • 297 institutional investors held Blackstone Secured Lending (BXSL) as of Q1 2024, up from 285 in Q4 2023.
  • Funds reported $1.85B of Blackstone Secured Lending stock for Q1 2024, up 13% quarter-over-quarter.
  • 48 funds opened new Blackstone Secured Lending positions in Q1 2024 and 32 closed out, a net change of +16 holders.
  • The largest Blackstone Secured Lending buyer in Q1 2024 was Ensign Peak Advisors, an estimated $97.3M added.
  • The largest Blackstone Secured Lending seller in Q1 2024 was Morgan Stanley, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2024.