BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

86 hedge funds and large institutions have $257M invested in Blackstone Strategic Credit 2027 Term Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
19
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$25.8M
2
PPA
Parametric Portfolio Associates
Washington
$7.18M
3
GC
Guggenheim Capital
Illinois
$26.3M
4
SFS
Shaker Financial Services
Virginia
$3.74M
5
NA
NewEdge Advisors
Louisiana
$998K

Top Sellers

1
SCM
Saba Capital Management
New York
$3.04M
2
PAIM
Punch & Associates Investment Management
Minnesota
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$863K
4
Wells Fargo
Wells Fargo
California
$12.3M
5
RCM
Rivernorth Capital Management
Florida
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
Next Capital Management
New York
$1.17M -$174K -12,901 -13%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.14M -$89.9K -6,666 -7%
SAM
28
Selway Asset Management
$1.13M – – –
ASN
29
Advisory Services Network
Georgia
$1.1M -$28K -2,075 -2%
NA
30
NewEdge Advisors
Louisiana
$998K +$998K +73,955 New
CAM
31
Cidel Asset Management
Ontario, Canada
$951K -$1.01M -72,572 Closed
RCM
32
Robinson Capital Management
Michigan
$893K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$863K -$1.86M -137,882 -68%
WWM
34
Wagner Wealth Management
South Carolina
$847K -$38.7K -2,872 -4%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$759K +$759K +56,300 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$714K +$92.8K +6,882 +15%
OIM
37
Oder Investment Management
California
$688K +$96.2K +7,133 +16%
Jane Street
38
Jane Street
New York
$648K +$648K +48,034 New
MC
39
Matisse Capital
Oregon
$526K – – –
IA
40
Icon Advisers
Colorado
$514K +$514K +38,114 New
CC
41
Claybrook Capital
Massachusetts
$485K – – –
TCA
42
Transcend Capital Advisors
New Jersey
$454K – – –
OC
43
Oppenheimer & Co
New York
$450K +$1.54K +114 +0.3%
FF
44
FourThought Financial
Florida
$410K -$7.26K -538 -2%
SFWA
45
Summit Financial Wealth Advisors
Louisiana
$409K -$9.56K -700 -2%
Lazard Asset Management
46
Lazard Asset Management
New York
$386K -$110K – –
TPWM
47
Twelve Points Wealth Management
Massachusetts
$381K +$381K +28,228 New
AAM
48
Advisors Asset Management
Colorado
$368K +$368K +27,260 New
SWM
49
Spire Wealth Management
Virginia
$366K +$14K +1,037 +4%
RIL
50
Rothschild Investment LLC
Illinois
$348K – – –
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