BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

99 hedge funds and large institutions have $275M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
33
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$51.4M
2
LPL Financial
LPL Financial
California
$2.85M
3
CBA
Coastal Bridge Advisors
Connecticut
$45.4M
4
TCA
Transcend Capital Advisors
New Jersey
$3.3M
5
TI
Tidal Investments
Wisconsin
$1.2M

Top Sellers

1
AW
Atlas Wealth
Ohio
$0
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$487K
3
VCM
Vivaldi Capital Management
Illinois
$2.91M
4
IWC
Integrated Wealth Concepts
Massachusetts
$7.82M
5
GC
Guggenheim Capital
Illinois
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.83M -$656K -57,935 -26%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.63M -$108K -9,582 -6%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.51M -$227K -20,081 -13%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.5M +$600K +52,996 +67%
SPIA
30
Steward Partners Investment Advisory
New York
$1.38M +$87.6K +7,736 +7%
BI
31
Bulldog Investors
New Jersey
$1.37M – – –
CAM
32
Cresset Asset Management
Illinois
$1.29M – – –
RJA
33
Raymond James & Associates
Florida
$1.21M +$280K +24,725 +30%
TI
34
Tidal Investments
Wisconsin
$1.2M +$1.2M +105,989 New
WCMNY
35
Westchester Capital Management (New York)
New York
$1.17M +$1.17M +103,171 New
TP
36
Tranquility Partners
Tennessee
$1.14M -$138K -12,189 -11%
LCM
37
Landscape Capital Management
New Jersey
$1.04M +$1.04M +92,034 New
RP
38
Riverbridge Partners
Minnesota
$1.01M +$9.05K +799 +0.9%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$978K +$284K +25,082 +41%
RCM
40
Robinson Capital Management
Michigan
$948K +$647K +85,602 +215%
NA
41
NewEdge Advisors
Louisiana
$944K +$309K +27,100 +49%
AC
42
Almitas Capital
California
$907K +$363K +32,047 +67%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$822K -$842K -74,372 -51%
OIM
44
Oder Investment Management
California
$754K -$2.2K -194 -0.3%
SAM
45
Selway Asset Management
$694K -$152K -13,400 -18%
FFP
46
FourThought Financial Partners
Florida
$687K +$12.8K +1,132 +2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$619K -$821K -72,525 -57%
SC
48
Stolper & Co
Oklahoma
$619K +$13.3K +1,178 +2%
ASN
49
Advisory Services Network
Georgia
$586K -$39.6K -3,500 -6%
Stifel Financial
50
Stifel Financial
Missouri
$570K -$2.42K -214 -0.4%
1
2
3 4 5