BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

92 hedge funds and large institutions have $266M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
26
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
+$20.5M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.62M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$4.51M
4
Wells Fargo
Wells Fargo
California
+$2.82M
5
CAM
Cresset Asset Management
Illinois
+$1.35M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$7.83M
2
Morgan Stanley
Morgan Stanley
New York
-$5.25M
3
SIA
Sit Investment Associates
Minnesota
-$3.18M
4
AGM
Alpine Global Management
New York
-$2.15M
5
CBA
Coastal Bridge Advisors
Connecticut
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$2.06M +$65.3K +5,494 +3%
RJA
27
Raymond James & Associates
Florida
$1.94M +$257K +21,615 +15%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.91M +$56.8K +4,777 +3%
SIA
29
Sit Investment Associates
Minnesota
$1.82M -$3.18M -267,114 -64%
Invesco
30
Invesco
Georgia
$1.61M +$177K +14,923 +12%
SPIA
31
Steward Partners Investment Advisory
New York
$1.53M -$11.5K -963 -0.7%
WCMNY
32
Westchester Capital Management (New York)
New York
$1.5M – – –
TP
33
Tranquility Partners
Tennessee
$1.48M +$61.9K +5,209 +4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.44M +$40.3K +3,387 +3%
TI
35
Tidal Investments
Wisconsin
$1.05M -$273K -22,966 -21%
RP
36
Riverbridge Partners
Minnesota
$919K -$153K -12,881 -14%
Stifel Financial
37
Stifel Financial
Missouri
$837K +$103K +8,648 +14%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$816K -$61.9K -5,206 -7%
VEA
39
Virtus ETF Advisers
New York
$743K +$179K +15,041 +32%
Osaic Holdings
40
Osaic Holdings
Arizona
$722K -$947K -79,685 -57%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$718K -$36.1K -3,033 -5%
NA
42
NewEdge Advisors
Louisiana
$679K -$253K -21,300 -27%
SC
43
Stolper & Co
Oklahoma
$668K +$8.85K +745 +1%
OIM
44
Oder Investment Management
California
$659K -$125K -10,545 -16%
SAM
45
Selway Asset Management
$639K -$76.1K -6,400 -11%
IPW
46
Invictus Private Wealth
Colorado
$630K +$68.1K +5,730 +12%
ASN
47
Advisory Services Network
Georgia
$545K -$41.3K -3,475 -7%
Lido Advisors
48
Lido Advisors
California
$534K – – –
Cerity Partners
49
Cerity Partners
New York
$529K – – –
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$512K – – –
1
2
3 4