BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

66 hedge funds and large institutions have $271M invested in Blackstone Strategic Credit 2027 Term Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-8
Holders Change %
-10.81%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
28
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$7.06M
2
VIA
Vident Investment Advisory
Georgia
+$3.42M
3
CBA
Coastal Bridge Advisors
Connecticut
+$3.24M
4
CC
Claybrook Capital
Massachusetts
+$2.13M
5
FM
Family Management
New York
+$1.89M

Top Sellers

1
OHA
Oak Hill Advisors
New York
-$9.16M
2
NCM
Next Capital Management
New York
-$3.84M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.76M
4
RCM
Rivernorth Capital Management
Florida
-$2.9M
5
Invesco
Invesco
Georgia
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$850K +$160K +11,228 +23%
PAG
27
Private Advisor Group
New Jersey
$719K +$101K +7,102 +16%
GWM
28
Greenwich Wealth Management
Connecticut
$705K -$76.2K -5,341 -10%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$703K +$237K +16,653 +51%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$698K +$516K +36,190 +283%
AAM
31
Advisors Asset Management
Colorado
$677K +$677K +47,539 New
ASN
32
Advisory Services Network
Georgia
$625K +$625K +43,885 New
BTS
33
BB&T Securities
Virginia
$577K +$39.4K +2,768 +7%
AM
34
Ares Management
California
$570K +$285K +20,000 +100%
SPIA
35
Steward Partners Investment Advisory
New York
$490K +$131K +9,225 +37%
CAM
36
Cidel Asset Management
Ontario, Canada
$447K +$447K +31,393 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$425K +$9.82K +689 +2%
IWC
38
Integrated Wealth Concepts
Massachusetts
$392K +$50.9K +3,567 +15%
WAM
39
Weiss Asset Management
Massachusetts
$350K -$471K -33,095 -57%
LPL Financial
40
LPL Financial
California
$320K +$141K +9,916 +79%
RJT
41
Raymond James Trust
Florida
$306K +$7.12K +500 +2%
AG
42
Advisor Group
Arizona
$253K +$23.6K +1,652 +10%
PFP
43
Pinnacle Financial Partners
Tennessee
$225K – – –
CCP
44
Clough Capital Partners
Massachusetts
$220K -$1.42M -99,507 -87%
FWM
45
Foresight Wealth Management
Utah
$185K -$26.3K -1,843 -12%
APA
46
American Portfolios Advisors
New York
$181K – – –
WI
47
Wintrust Investments
Illinois
$163K +$3.96K +278 +2%
IFWM
48
Institute for Wealth Management
Colorado
$151K – – –
OC
49
Oppenheimer & Co
New York
$149K +$228 +16 +0.2%
JSL
50
JT Stratford LLC
Georgia
$146K +$213 +15 +0.1%
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