BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

78 hedge funds and large institutions have $202M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-11
Holders Change %
-12.36%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
25
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4M
2
Bank of America
Bank of America
North Carolina
+$3.59M
3
Morgan Stanley
Morgan Stanley
New York
+$3.59M
4
RF
Robbins Farley
New Hampshire
+$1.37M
5
CAM
Cresset Asset Management
Illinois
+$1.22M

Top Sellers

1
CBA
Coastal Bridge Advisors
Connecticut
-$40M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$6.23M
3
PCM
Penserra Capital Management
California
-$5.08M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.02M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.34M -$19.8K -1,640 -1%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.24M -$695K -57,557 -36%
CSP
28
Cary Street Partners
Virginia
$1.03M -$12.8K -1,056 -1%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$899K +$46.3K +3,833 +5%
Osaic Holdings
30
Osaic Holdings
Arizona
$765K -$43.1K -3,570 -5%
NA
31
NewEdge Advisors
Louisiana
$763K +$84.6K +7,005 +12%
Lido Advisors
32
Lido Advisors
California
$687K – – –
SC
33
Stolper & Co
Oklahoma
$686K +$7.84K +649 +1%
IPW
34
Invictus Private Wealth
Colorado
$681K +$19.4K +1,606 +3%
OIM
35
Oder Investment Management
California
$606K -$47.1K -3,900 -7%
SAM
36
Selway Asset Management
$568K -$59.2K -4,900 -9%
RAM
37
Readystate Asset Management
Illinois
$469K +$469K +38,797 New
RCM
38
Robinson Capital Management
Michigan
$446K -$60.4K -5,000 -12%
OC
39
Oppenheimer & Co
New York
$344K +$30.3K +2,511 +10%
DC
40
Davenport & Co
Virginia
$336K -$14.2K -1,173 -4%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$324K -$88.5K -7,329 -21%
Millennium Management
42
Millennium Management
New York
$312K +$68K +5,631 +28%
PWM
43
Perigon Wealth Management
California
$284K -$23.5K -1,949 -8%
ASN
44
Advisory Services Network
Georgia
$274K -$78.8K -6,525 -22%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$272K -$1.76M -145,822 -87%
KWM
46
Kingsview Wealth Management
Oregon
$267K +$48.7K +4,034 +22%
BPAMU
47
BTG Pactual Asset Management US
New York
$252K +$17.9K +1,481 +8%
RRA
48
Round Rock Advisors
Connecticut
$251K – – –
SCA
49
Snowden Capital Advisors
New York
$234K – – –
MC
50
Moors & Cabot
Massachusetts
$232K +$56.8K +4,700 +32%
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