BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

53 hedge funds and large institutions have $303M invested in Blackstone Strategic Credit 2027 Term Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-10
Holders Change %
-15.87%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
20
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.2M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$2.12M
3
CBA
Coastal Bridge Advisors
Connecticut
+$2.06M
4
Invesco
Invesco
Georgia
+$1.56M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$931K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$9.61M
2
VIA
Vident Investment Advisory
Georgia
-$3.63M
3
RCM
Rivernorth Capital Management
Florida
-$1.91M
4
PPA
Parametric Portfolio Associates
Washington
-$1.74M
5
LCM
Laurion Capital Management
New York
-$978K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$863K -$256K -16,118 -23%
AWA
27
Arete Wealth Advisors
Illinois
$834K +$125K +7,896 +18%
SFWA
28
Summit Financial Wealth Advisors
Louisiana
$738K +$471K +29,650 +176%
COLIM
29
City of London Investment Management
United Kingdom
$623K – – –
LCM
30
Laurion Capital Management
New York
$617K -$978K -61,543 -61%
GWM
31
Greenwich Wealth Management
Connecticut
$592K – – –
ACP
32
Aviance Capital Partners
Florida
$541K +$66.3K +4,177 +14%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$535K +$77.7K +4,898 +17%
CAM
34
Cidel Asset Management
Ontario, Canada
$532K – – –
Citigroup
35
Citigroup
New York
$503K +$58.1K +3,657 +13%
WI
36
Wintrust Investments
Illinois
$316K +$3.43K +216 +1%
PFP
37
Pinnacle Financial Partners
Tennessee
$268K – – –
LPL Financial
38
LPL Financial
California
$244K -$54.7K -3,438 -18%
PFS
39
Prospera Financial Services
Texas
$230K +$230K +14,478 New
AG
40
Advisor Group
Arizona
$229K -$110K -6,946 -33%
PCM
41
Penserra Capital Management
California
$216K +$216K +13,614 New
APA
42
American Portfolios Advisors
New York
$202K – – –
WCM
43
Wunderlich Capital Managemnt
Tennessee
$168K +$13.7K +866 +9%
HCM
44
Horrell Capital Management
Arkansas
$143K – – –
RCG
45
Ruggie Capital Group
Florida
$143K – – –
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$89K -$36.7K -2,300 -29%
SEI Investments
47
SEI Investments
Pennsylvania
$54K – – –
LWA
48
Lenox Wealth Advisors
New York
$48K – – –
YWP
49
YorkBridge Wealth Partners
New York
$47K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$40K +$4.71K +300 +13%
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