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BGB

Blackstone Strategic Credit 2027 Term Fund

91 hedge funds and large institutions have $247M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

2% less funds holding

Funds holding: 9391 (-2)

5.27% less ownership

Funds ownership: 50.1%44.83% (-5.3%)

7% less capital invested

Capital invested by funds: $266M → $247M (-$19.7M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
34
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$1.88M -$250K -20,609 -12%
SPIA
27
Steward Partners Investment Advisory
New York
$1.59M +$4.22K +348 +0.3%
TP
28
Tranquility Partners
Tennessee
$1.53M +$1.96K +162 +0.1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.43M -$56.5K -4,662 -4%
Stifel Financial
30
Stifel Financial
Missouri
$1.12M +$253K +20,879 +30%
SFS
31
Shaker Financial Services
Virginia
$1.1M +$1.08M +88,935 New
Millennium Management
32
Millennium Management
New York
$964K +$711K +58,669 +299%
NCM
33
Next Capital Management
New York
$947K -$1.61M -132,633 -63%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$858K +$12.4K +1,020 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$800K +$50.8K +4,188 +7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$710K -$33.2K -2,739 -5%
Lido Advisors
37
Lido Advisors
California
$700K +$145K +11,950 +27%
SC
38
Stolper & Co
Oklahoma
$698K +$5.91K +488 +0.9%
NA
39
NewEdge Advisors
Louisiana
$695K -$8.48K -700 -1%
OIM
40
Oder Investment Management
California
$690K +$7.21K +595 +1%
IPW
41
Invictus Private Wealth
Colorado
$664K +$11K +904 +2%
SAM
42
Selway Asset Management
$609K -$52.1K -4,300 -8%
SIA
43
Sit Investment Associates
Minnesota
$589K -$1.28M -105,588 -69%
ASN
44
Advisory Services Network
Georgia
$545K
RCM
45
Robinson Capital Management
Michigan
$514K
IFG
46
Independent Financial Group
California
$501K +$33.1K +2,734 +7%
JRCM
47
Jones Road Capital Management
New York
$490K +$118K +9,751 +33%
DC
48
Davenport & Co
Virginia
$369K +$363K +29,975 New
CL
49
Choreo LLC
Illinois
$360K -$48.9K -4,033 -12%
OC
50
Oppenheimer & Co
New York
$343K -$36.6K -3,016 -10%