BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

49 hedge funds and large institutions have $265M invested in Blackstone Strategic Credit 2027 Term Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
20
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$12.3M
2
Citigroup
Citigroup
New York
+$10M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.56M
4
RCM
Rivernorth Capital Management
Florida
+$7.64M
5
OHA
Oak Hill Advisors
New York
+$6.08M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$6.54M
2
RCM
Regiment Capital Management
Massachusetts
-$2.88M
3
Bank of America
Bank of America
North Carolina
-$2.66M
4
Morgan Stanley
Morgan Stanley
New York
-$2.37M
5
SFS
Shaker Financial Services
Virginia
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Greenwich Wealth Management
Connecticut
$1.42M +$123K +7,446 +9%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.4M +$1.4M +84,800 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$769K -$76.6K -4,646 -9%
LPL Financial
29
LPL Financial
California
$730K +$301K +18,268 +70%
HCMT
30
Highland Capital Management (Texas)
Texas
$659K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$519K +$196K +11,884 +60%
DD
32
Dominick & Dominick
New York
$502K -$338K -20,487 -40%
CS
33
Credit Suisse
Switzerland
$468K +$468K +28,400 New
CAS
34
CTC Alternative Strategies
Illinois
$463K +$463K +28,100 New
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$428K +$198K +12,000 +86%
RJA
36
Raymond James & Associates
Florida
$404K -$24.1K -1,462 -6%
SFS
37
Shaker Financial Services
Virginia
$374K -$1.98M -120,264 -84%
LIA
38
LBMC Investment Advisors
Tennessee
$351K +$351K +21,297 New
RVP
39
Relative Value Partners
Illinois
$280K +$280K +16,960 New
OC
40
Oppenheimer & Co
New York
$252K +$493 +30 +0.2%
GC
41
Guggenheim Capital
Illinois
$222K +$222K +13,467 New
CIA
42
Capital Investment Advisors
Georgia
$190K -$8.26K -500 -4%
HighTower Advisors
43
HighTower Advisors
Illinois
$185K +$658 +40 +0.4%
TC
44
TradeLink Capital
Illinois
$102K +$102K +6,200 New
NPC
45
National Planning Corporation
California
$53.9K +$53.9K +3,352 New
AIG
46
American International Group
New York
$50.9K – – –
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$43K +$12K +728 +39%
RC
48
RegentAtlantic Capital
New Jersey
$34.6K +$34.6K +2,100 New
MA
49
MUFG Americas
New York
$2K +$831 +59 +71%
Barclays
50
Barclays
United Kingdom
– -$6.54M -408,589 Closed
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