BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

90 hedge funds and large institutions have $246M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
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
33
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.3M
3
AAM
3
Advisors Asset Management
Colorado
$5.53M
4
TCA
4
Transcend Capital Advisors
New Jersey
$6.8M
5
SFS
5
Shaker Financial Services
Virginia
$1.1M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
PCM
2
Penserra Capital Management
California
$4.77M
3
CBA
3
Coastal Bridge Advisors
Connecticut
$44.6M
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
GC
5
Guggenheim Capital
Illinois
$8.46M
Name Market Value Shares Shares
Change 		Shares
Change %
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$1.88M 152,231 -20,609 -12%
SPIA
27
Steward Partners Investment Advisory
New York
$1.59M 129,342 +348 +0.3%
TP
28
Tranquility Partners
Tennessee
$1.53M 124,429 +162 +0.1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.43M 116,115 -4,662 -4%
Stifel Financial
30
Stifel Financial
Missouri
$1.12M 91,295 +20,879 +30%
SFS
31
Shaker Financial Services
Virginia
$1.1M 88,935 +88,935 New
Millennium Management
32
Millennium Management
New York
$964K 78,280 +58,669 +299%
NCM
33
Next Capital Management
New York
$947K 76,876 -132,633 -63%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$858K 69,653 +1,020 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$800K 64,901 +4,188 +7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$710K 57,623 -2,739 -5%
Lido Advisors
37
Lido Advisors
California
$700K 56,848 +11,950 +27%
SC
38
Stolper & Co
Oklahoma
$698K 56,693 +488 +0.9%
NA
39
NewEdge Advisors
Louisiana
$695K 56,384 -700 -1%
OIM
40
Oder Investment Management
California
$690K 55,984 +595 +1%
IPW
41
Invictus Private Wealth
Colorado
$664K 53,919 +904 +2%
SAM
42
Selway Asset Management
$609K 49,405 -4,300 -8%
SIA
43
Sit Investment Associates
Minnesota
$589K 47,773 -105,588 -69%
ASN
44
Advisory Services Network
Georgia
$545K 45,854 – –
RCM
45
Robinson Capital Management
Michigan
$514K 41,884 – –
JRCM
46
Jones Road Capital Management
New York
$490K 39,751 +9,751 +33%
DC
47
Davenport & Co
Virginia
$369K 29,975 +29,975 New
CL
48
Choreo LLC
Illinois
$360K 29,248 -4,033 -12%
OC
49
Oppenheimer & Co
New York
$343K 27,876 -3,016 -10%
PWM
50
Perigon Wealth Management
California
$314K 25,487 +835 +3%
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