BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

77 hedge funds and large institutions have $265M invested in Blackstone Strategic Credit 2027 Term Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
20
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
$46.6M
2
COLIM
City of London Investment Management
United Kingdom
$1.68M
3
MFW
Meristem Family Wealth
Minnesota
$1.57M
4
UBS Group
UBS Group
Switzerland
$5.03M
5
Morgan Stanley
Morgan Stanley
New York
$25.5M

Top Sellers

1
PCM
Penserra Capital Management
California
$12.3M
2
SCM
Saba Capital Management
New York
$20.4M
3
RCM
Rivernorth Capital Management
Florida
$15.9M
4
SFS
Shaker Financial Services
Virginia
$2.74M
5
VEA
Virtus ETF Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.38M +$442K +31,897 +47%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.29M -$94.4K -6,818 -7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.26M -$199K -14,373 -14%
SAM
29
Selway Asset Management
$1.16M – – –
ASN
30
Advisory Services Network
Georgia
$1.15M -$618K -44,631 -35%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$1.02M -$145K -10,500 -13%
CAM
32
Cidel Asset Management
Ontario, Canada
$1.01M +$1.01M +72,572 New
6M
33
6 Meridian
Kansas
$980K +$345K +24,939 +54%
WWM
34
Wagner Wealth Management
South Carolina
$916K -$565K -40,494 -38%
RCM
35
Robinson Capital Management
Michigan
$912K -$545K -39,332 -37%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$638K +$17.8K +1,287 +3%
OIM
37
Oder Investment Management
California
$607K +$89.3K +6,458 +17%
MC
38
Matisse Capital
Oregon
$540K – – –
CC
39
Claybrook Capital
Massachusetts
$498K +$498K +35,988 New
TCA
40
Transcend Capital Advisors
New Jersey
$470K +$470K +33,685 New
OC
41
Oppenheimer & Co
New York
$460K -$63.2K -4,568 -12%
FF
42
FourThought Financial
Florida
$428K +$45.7K +3,302 +12%
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$425K – – –
SWM
44
Spire Wealth Management
Virginia
$362K – – –
RIL
45
Rothschild Investment LLC
Illinois
$357K – – –
AIC
46
Ameritas Investment Company
Nebraska
$324K +$324K +23,381 New
Bank of New York Mellon
47
Bank of New York Mellon
New York
$282K +$282K +20,412 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$277K – – –
IC
49
IEQ Capital
California
$277K +$123K +8,905 +80%
GA
50
Greytown Advisors
Florida
$273K – – –
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