We are live on ! Find out more
BXSL icon

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
Bank of America
1
Bank of America
North Carolina
$204M +$6.15M +196,390 +3%
Morgan Stanley
2
Morgan Stanley
New York
$195M +$19.5M +623,900 +11%
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$154M +$53.7M +1,715,357 +52%
Nomura Asset Management
4
Nomura Asset Management
Japan
$132M -$16.1M -515,438 -11%
Blackstone Inc
5
Blackstone Inc
New York
$98.2M
VanEck Associates
6
VanEck Associates
New York
$97.4M +$51.3M +1,640,211 +106%
NFC
7
Northeast Financial Consultants
Connecticut
$57.1M +$8.1M +258,966 +16%
Creative Planning
8
Creative Planning
Kansas
$52.6M -$9.55M -305,032 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$39.4M -$1.9M -60,713 -5%
HighTower Advisors
10
HighTower Advisors
Illinois
$33.7M +$4.41M +140,933 +15%
JP Morgan Chase
11
JP Morgan Chase
New York
$30.2M -$11.7M -373,675 -27%
AM
12
Ares Management
California
$28.4M -$3.03M -96,960 -9%
UBS Group
13
UBS Group
Switzerland
$28M +$809K +25,847 +3%
Ameriprise
14
Ameriprise
Minnesota
$27.5M +$4.96M +158,444 +21%
OAC
15
OMERS Administration Corp
Ontario, Canada
$26M -$20.3M -650,000 -43%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$24.7M -$8.73M -278,887 -26%
Wells Fargo
17
Wells Fargo
California
$23.5M +$780K +24,929 +3%
SIS
18
Sound Income Strategies
Florida
$23.3M +$23.8M +759,116 +140,838%
BlackRock
19
BlackRock
New York
$18.5M +$371K +11,862 +2%
AWA
20
Amplius Wealth Advisors
Pennsylvania
$16M -$12.1M -386,054 -42%
ACM
21
Advisors Capital Management
New Jersey
$15.6M +$433K +13,822 +3%
GSIS
22
Global Strategic Investment Solutions
Arizona
$15.2M -$80.5K -2,571 -0.5%
LPL Financial
23
LPL Financial
California
$15.2M +$3.24M +103,433 +26%
SAM
24
Shikiar Asset Management
New York
$15.2M +$428K +13,685 +3%
RJA
25
Raymond James & Associates
Florida
$14.1M +$2.57M +82,164 +22%

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.