BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

93 hedge funds and large institutions have $257M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
32
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.88M
3
GC
Guggenheim Capital
Illinois
+$1.2M
4
TCA
Transcend Capital Advisors
New Jersey
+$1.14M
5
CA
Cetera Advisors
Colorado
+$987K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
SIA
Sit Investment Associates
Minnesota
-$11.5M
3
AA
AQR Arbitrage
Connecticut
-$1.88M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.04M
5
LCM
Landscape Capital Management
New Jersey
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.86M +$287K +24,153 +18%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.85M +$144K +12,092 +8%
RJA
28
Raymond James & Associates
Florida
$1.69M +$414K +34,749 +32%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.67M +$78.9K +6,629 +5%
SPIA
30
Steward Partners Investment Advisory
New York
$1.55M +$93.2K +7,833 +6%
WCMNY
31
Westchester Capital Management (New York)
New York
$1.51M +$278K +23,351 +23%
Invesco
32
Invesco
Georgia
$1.44M -$486K -40,841 -25%
TP
33
Tranquility Partners
Tennessee
$1.42M +$221K +18,565 +18%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.4M +$368K +30,955 +36%
CAM
35
Cresset Asset Management
Illinois
$1.35M – – –
TI
36
Tidal Investments
Wisconsin
$1.33M +$67K +5,628 +5%
BI
37
Bramshill Investments
Florida
$1.19M -$21.4K -180 -2%
RP
38
Riverbridge Partners
Minnesota
$1.07M +$10K +840 +0.9%
CA
39
Cetera Advisors
Colorado
$987K +$987K +82,900 New
NA
40
NewEdge Advisors
Louisiana
$933K -$51.2K -4,300 -5%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$879K +$879K +73,839 New
OIM
42
Oder Investment Management
California
$785K -$8.08K -679 -1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$754K +$103K +8,673 +16%
Stifel Financial
44
Stifel Financial
Missouri
$735K +$136K +11,432 +23%
SAM
45
Selway Asset Management
$715K -$14.3K -1,200 -2%
SC
46
Stolper & Co
Oklahoma
$660K +$9.4K +790 +1%
ASN
47
Advisory Services Network
Georgia
$587K -$29.2K -2,455 -5%
VEA
48
Virtus ETF Advisers
New York
$565K +$127K +10,703 +29%
IPW
49
Invictus Private Wealth
Colorado
$563K +$21.4K +1,800 +4%
Lido Advisors
50
Lido Advisors
California
$534K – – –
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