BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

63 hedge funds and large institutions have $246M invested in Blackstone Strategic Credit 2027 Term Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
18
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$10.8M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
SIA
Sit Investment Associates
Minnesota
+$2.5M
4
SFS
Shaker Financial Services
Virginia
+$1.74M
5
Millennium Management
Millennium Management
New York
+$1.44M

Top Sellers

1
VIA
Vident Investment Advisory
Georgia
-$9.59M
2
Bank of America
Bank of America
North Carolina
-$5.84M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.71M
4
CIA
Capital Investment Advisors
Georgia
-$2.16M
5
Invesco
Invesco
Georgia
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$1.14M +$231K +16,054 +25%
SAM
27
Selway Asset Management
$1.13M -$8.63K -600 -0.8%
SFWA
28
Summit Financial Wealth Advisors
Louisiana
$984K -$174K -11,800 -15%
SPIA
29
Steward Partners Investment Advisory
New York
$935K -$331K -23,019 -26%
GWM
30
Greenwich Wealth Management
Connecticut
$704K -$1.99K -138 -0.3%
AAM
31
Advisors Asset Management
Colorado
$694K -$1.97K -137 -0.3%
DA
32
Detalus Advisors
Missouri
$605K +$605K +42,041 New
AG
33
Advisor Group
Arizona
$591K +$271K +18,869 +85%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$535K -$381K -26,488 -42%
Truist Financial
35
Truist Financial
North Carolina
$518K +$518K +35,987 New
CAM
36
Cidel Asset Management
Ontario, Canada
$467K -$445K -30,483 Closed
VWM
37
Vigilare Wealth Management
Arizona
$395K +$395K +26,857 New
FIA
38
FNY Investment Advisers
New York
$335K +$247K +17,204 +281%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$201K -$87.3K -6,064 -30%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$194K +$194K +13,480 New
WI
41
Wintrust Investments
Illinois
$184K +$10.1K +700 +6%
LPL Financial
42
LPL Financial
California
$172K -$30.6K -2,129 -15%
BRWA
43
B. Riley Wealth Advisors
Florida
$168K +$12.2K +847 +8%
OMC
44
Old Mission Capital
Illinois
$164K +$164K +11,400 New
OC
45
Oppenheimer & Co
New York
$159K +$129 +9 +0.1%
SWM
46
SeaCrest Wealth Management
New York
$158K +$158K +10,985 New
BWP
47
BSW Wealth Partners
Colorado
$144K – – –
GLLW
48
Graves Light Lenhart Wealth
Virginia
$144K – – –
RFM
49
Royal Fund Management
Florida
$109K +$13.7K +953 +14%
HCM
50
Horrell Capital Management
Arkansas
$104K – – –
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