BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

96 hedge funds and large institutions have $253M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$9.46M
2
MFG
Merit Financial Group
Georgia
$2.11M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$6.55M
4
Morgan Stanley
Morgan Stanley
New York
$35.3M
5
AW
Atlas Wealth
Ohio
$18.2M

Top Sellers

1
OCM
Oaktree Capital Management
California
$0
2
SCM
Saba Capital Management
New York
$801K
3
LSC
Logan Stone Capital
Illinois
$483K
4
WAM
Wolverine Asset Management
Illinois
$0
5
Wells Fargo
Wells Fargo
California
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.62M +$132K +12,100 +9%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.52M -$247K -22,595 -14%
BI
28
Bulldog Investors
New Jersey
$1.33M +$591K +54,033 +80%
CAM
29
Cresset Asset Management
Illinois
$1.24M – – –
SPIA
30
Steward Partners Investment Advisory
New York
$1.21M +$49.4K +4,516 +4%
IA
31
Icon Advisers
Colorado
$1.15M -$585K -53,558 -34%
TP
32
Tranquility Partners
Tennessee
$1.11M – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$999K +$116K +10,572 +13%
SCA
34
Snowden Capital Advisors
New York
$918K +$236K +21,617 +35%
RJA
35
Raymond James & Associates
Florida
$909K -$33.1K -3,026 -4%
SAM
36
Selway Asset Management
$872K -$15.3K -1,400 -2%
SCM
37
Saba Capital Management
New York
$801K -$1.5M -137,644 -65%
HighTower Advisors
38
HighTower Advisors
Illinois
$791K +$175K +16,133 +28%
WAM
39
Weiss Asset Management
Massachusetts
$752K +$590K +54,013 +364%
NA
40
NewEdge Advisors
Louisiana
$746K +$36.2K +3,308 +5%
OIM
41
Oder Investment Management
California
$685K -$1.08K -99 -0.2%
AC
42
Almitas Capital
California
$684K +$684K +61,400 New
ASN
43
Advisory Services Network
Georgia
$679K -$18.9K -1,725 -3%
RP
44
Riverbridge Partners
Minnesota
$658K -$56.3K -5,152 -8%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$608K +$103K +9,409 +20%
SC
46
Stolper & Co
Oklahoma
$594K -$9.63K -882 -2%
FFP
47
FourThought Financial Partners
Florida
$555K +$26.5K +2,421 +5%
Stifel Financial
48
Stifel Financial
Missouri
$526K +$34.6K +3,169 +7%
CC
49
Claybrook Capital
Massachusetts
$491K +$67.7K +6,190 +16%
LSC
50
Logan Stone Capital
Illinois
$483K -$985K -90,091 -67%
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