BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

69 hedge funds and large institutions have $228M invested in Blackstone Strategic Credit 2027 Term Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
23
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$6.46M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$4.26M
3
SIA
Sit Investment Associates
Minnesota
+$3.5M
4
Stifel Financial
Stifel Financial
Missouri
+$1.83M
5
RJA
Raymond James & Associates
Florida
+$908K

Top Sellers

1
MC
Matisse Capital
Oregon
-$3.18M
2
Morgan Stanley
Morgan Stanley
New York
-$2.71M
3
Bank of America
Bank of America
North Carolina
-$2.64M
4
SFS
Shaker Financial Services
Virginia
-$1.63M
5
CBA
Coastal Bridge Advisors
Connecticut
-$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Cidel Asset Management
Ontario, Canada
$866K -$17.7K -1,450 -2%
AAM
27
Advisors Asset Management
Colorado
$549K -$8.37K -685 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$538K +$538K +44,028 New
FM
29
Family Management
New York
$459K +$196K +16,012 +74%
VEA
30
Virtus ETF Advisers
New York
$444K -$172K -14,092 -28%
CC
31
Claybrook Capital
Massachusetts
$440K – – –
MC
32
Matisse Capital
Oregon
$404K -$3.18M -260,626 -89%
MSL
33
Mackay Shields LLC
New York
$390K – – –
SFWA
34
Summit Financial Wealth Advisors
Louisiana
$384K -$44.9K -3,800 -10%
OC
35
Oppenheimer & Co
New York
$365K +$30.4K +2,482 +9%
RIL
36
Rothschild Investment LLC
Illinois
$339K – – –
DA
37
Detalus Advisors
Missouri
$295K -$192K -15,712 -39%
CWP
38
Capital Wealth Planning
Florida
$250K +$56.3K +4,600 +29%
RCM
39
Robinson Capital Management
Michigan
$247K +$24.4K +2,000 +11%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$244K – – –
GA
41
Greytown Advisors
Florida
$213K – – –
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$183K – – –
BRWM
43
B. Riley Wealth Management
Tennessee
$169K +$169K +13,800 New
LPL Financial
44
LPL Financial
California
$162K +$162K +13,273 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$156K -$3.69K -303 -2%
WI
46
Wintrust Investments
Illinois
$156K +$12 +1 +0%
RJT
47
Raymond James Trust
Florida
$154K +$154K +12,588 New
RCM
48
Rivernorth Capital Management
Florida
$150K +$150K +12,248 New
GWM
49
Greenwich Wealth Management
Connecticut
$146K -$14K -1,141 -9%
Truist Financial
50
Truist Financial
North Carolina
$133K -$12.4K -1,017 -9%
1
2
3