BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

77 hedge funds and large institutions have $237M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
32
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$35.1M
2
SIA
2
Sit Investment Associates
Minnesota
$9.06M
3
CAM
3
Cresset Asset Management
Illinois
$4.74M
4
AAM
4
Advisors Asset Management
Colorado
$11.9M
5
RAM
5
Readystate Asset Management
Illinois
$1.28M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$13.4M
2
TCA
2
Transcend Capital Advisors
New Jersey
$3.42M
3
Bank of America
3
Bank of America
North Carolina
$30M
4
GC
4
Guggenheim Capital
Illinois
$4.84M
5
Wells Fargo
5
Wells Fargo
California
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$35.1M 2,892,203 +2,892,203 New
Bank of America
2
Bank of America
North Carolina
$30M 2,474,962 -159,007 -6%
Morgan Stanley
3
Morgan Stanley
New York
$25.2M 2,077,174 -12,354 -0.6%
Wells Fargo
4
Wells Fargo
California
$22.2M 1,828,968 -59,775 -3%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$13.4M 1,101,851 -308,651 -22%
AAM
6
Advisors Asset Management
Colorado
$11.9M 978,222 +164,225 +20%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.8M 888,803 +13,459 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.33M 769,784 +25,918 +3%
SIA
9
Sit Investment Associates
Minnesota
$9.06M 747,429 +416,533 +126%
UBS Group
10
UBS Group
Switzerland
$5.45M 449,604 +18,591 +4%
GC
11
Guggenheim Capital
Illinois
$4.84M 399,206 -108,653 -21%
CAM
12
Cresset Asset Management
Illinois
$4.74M 391,450 +176,890 +82%
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.7M 387,604 -42,066 -10%
Invesco
14
Invesco
Georgia
$4.37M 360,715 +31,042 +9%
Raymond James Financial
15
Raymond James Financial
Florida
$3.71M 305,741 +28,757 +10%
TCA
16
Transcend Capital Advisors
New Jersey
$3.42M 282,142 -254,860 -47%
LPL Financial
17
LPL Financial
California
$3.31M 273,512 +25,282 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.26M 269,234 -13,154 -5%
COLIM
19
City of London Investment Management
United Kingdom
$2.85M 235,030 -6,218 -3%
CIA
20
Capital Investment Advisors
Georgia
$2.43M 200,584 -7,325 -4%
MFG
21
Merit Financial Group
Georgia
$2.43M 200,403 -10,339 -5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.26M 186,226 – –
SPIA
23
Steward Partners Investment Advisory
New York
$1.71M 140,951 +4,150 +3%
SFS
24
Shaker Financial Services
Virginia
$1.71M 140,782 +15,991 +13%
RF
25
Robbins Farley
New Hampshire
$1.53M 126,397 +6,383 +5%
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