BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

89 hedge funds and large institutions have $247M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
24
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.6M
2
AAM
2
Advisors Asset Management
Colorado
$9.04M
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.39M
4
UBS Group
4
UBS Group
Switzerland
$4.94M
5
CSP
5
Cary Street Partners
Virginia
$1.06M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
CBA
2
Coastal Bridge Advisors
Connecticut
$40M
3
CAM
3
Cresset Asset Management
Illinois
$1.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.9M
5
GC
5
Guggenheim Capital
Illinois
$7.24M
Name Market Value Shares Shares
Change 		Shares
Change %
TP
26
Tranquility Partners
Tennessee
$1.46M 119,279 -5,150 -4%
CAM
27
Cresset Asset Management
Illinois
$1.39M 113,540 -113,540 -50%
Stifel Financial
28
Stifel Financial
Missouri
$1.37M 112,410 +21,115 +23%
CSP
29
Cary Street Partners
Virginia
$1.06M 86,448 +86,448 New
SFS
30
Shaker Financial Services
Virginia
$1.05M 85,547 -3,388 -4%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$864K 70,612 +959 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$818K 66,865 +1,964 +3%
Lido Advisors
33
Lido Advisors
California
$700K 56,848 – –
NA
34
NewEdge Advisors
Louisiana
$687K 56,184 -200 -0.4%
SC
35
Stolper & Co
Oklahoma
$686K 56,125 -568 -1%
IPW
36
Invictus Private Wealth
Colorado
$669K 54,733 +814 +2%
OIM
37
Oder Investment Management
California
$662K 54,096 -1,888 -3%
SAM
38
Selway Asset Management
$635K 51,905 +2,500 +5%
RCM
39
Robinson Capital Management
Michigan
$512K 41,884 – –
JRCM
40
Jones Road Capital Management
New York
$486K 39,751 – –
CL
41
Choreo LLC
Illinois
$466K 38,146 +8,898 +30%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$418K 34,164 -81,951 -71%
ASN
43
Advisory Services Network
Georgia
$357K 29,200 -16,654 -36%
DC
44
Davenport & Co
Virginia
$355K 29,000 -975 -3%
NCM
45
Next Capital Management
New York
$329K 26,899 -49,977 -65%
OC
46
Oppenheimer & Co
New York
$317K 25,934 -1,942 -7%
PWM
47
Perigon Wealth Management
California
$313K 25,487 – –
AWM
48
Avior Wealth Management
Nebraska
$271K 22,131 -2,184 -9%
RRA
49
Round Rock Advisors
Connecticut
$254K 20,748 – –
Millennium Management
50
Millennium Management
New York
$247K 20,230 -58,050 -74%
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