BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

95 hedge funds and large institutions have $241M invested in Blackstone Strategic Credit 2027 Term Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
36
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$6.97M
2
Morgan Stanley
Morgan Stanley
New York
$31.2M
3
OCM
Oaktree Capital Management
California
$5.42M
4
CBA
Coastal Bridge Advisors
Connecticut
$42.2M
5
SCM
Saba Capital Management
New York
$2.11M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$18.9M
2
Bank of America
Bank of America
North Carolina
$12.1M
3
SIA
Sit Investment Associates
Minnesota
$14.6M
4
SPIA
Steward Partners Investment Advisory
New York
$1.06M
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
26
Logan Stone Capital
Illinois
$1.25M +$136K +12,875 +12%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.24M +$220K +20,835 +22%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.21M -$41.8K -3,953 -3%
SPIA
29
Steward Partners Investment Advisory
New York
$1.06M -$1.29M -122,227 -55%
SAM
30
Selway Asset Management
$872K +$59.8K +5,650 +7%
RJA
31
Raymond James & Associates
Florida
$790K -$233K -22,001 -23%
AA
32
AQR Arbitrage
Connecticut
$711K +$501K +47,352 +238%
NA
33
NewEdge Advisors
Louisiana
$707K -$34.6K -3,290 -5%
RP
34
Riverbridge Partners
Minnesota
$696K +$48.3K +4,563 +7%
ASN
35
Advisory Services Network
Georgia
$675K -$139K -13,165 -17%
OIM
36
Oder Investment Management
California
$642K -$25.9K -2,452 -4%
SCA
37
Snowden Capital Advisors
New York
$630K +$97.5K +9,214 +18%
AC
38
Almitas Capital
California
$607K +$607K +57,362 New
SC
39
Stolper & Co
Oklahoma
$598K -$22.4K -2,122 -4%
HighTower Advisors
40
HighTower Advisors
Illinois
$586K +$456K +43,023 +352%
Stifel Financial
41
Stifel Financial
Missouri
$522K +$22.7K +2,144 +5%
FFP
42
FourThought Financial Partners
Florida
$464K +$464K +43,826 New
MC
43
Meteora Capital
Florida
$422K +$422K +39,875 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$406K -$191K -18,046 -32%
CC
45
Claybrook Capital
Massachusetts
$381K – – –
BI
46
Bulldog Investors
New Jersey
$377K – – –
IPW
47
Invictus Private Wealth
Colorado
$354K +$354K +33,504 New
VEA
48
Virtus ETF Advisers
New York
$350K -$24.7K -2,333 -7%
RRA
49
Round Rock Advisors
Connecticut
$312K +$18K +1,700 +6%
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$283K -$18K -1,700 -6%
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