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BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

79 hedge funds and large institutions have $237M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

17% more capital invested

Capital invested by funds: $203M → $237M (+$34.7M)

6.28% more ownership

Funds ownership: 37.55% → 43.83% (+6.3%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 80 → 79 (-1)

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
33
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CBA
Coastal Bridge Advisors
Connecticut
+$34.2M
2
SIA
Sit Investment Associates
Minnesota
+$4.92M
3
AAM
Advisors Asset Management
Colorado
+$1.94M
4
CAM
Cresset Asset Management
Illinois
+$1.47M
5
RAM
Readystate Asset Management
Illinois
+$791K

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$3.64M
2
TCA
Transcend Capital Advisors
New Jersey
-$3.01M
3
Bank of America
Bank of America
North Carolina
-$1.88M
4
GC
Guggenheim Capital
Illinois
-$1.28M
5
Wells Fargo
Wells Fargo
California
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.4M +$58.1K +4,920 +4%
TP
27
Tranquility Partners
Tennessee
$1.35M -$50.3K -4,258 -4%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.3M +$46.9K +3,971 +4%
RAM
29
Readystate Asset Management
Illinois
$1.28M +$791K +67,001 +173%
CSP
30
Cary Street Partners
Virginia
$1.21M +$170K +14,437 +17%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.03M +$256K +21,652 +34%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$915K +$12.6K +1,064 +1%
NA
33
NewEdge Advisors
Louisiana
$768K +$2.36K +200 +0.3%
SC
34
Stolper & Co
Oklahoma
$719K +$30K +2,543 +4%
Lido Advisors
35
Lido Advisors
California
$689K – – –
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$592K +$570K +48,270 New
P
37
&Partners
Tennessee
$558K +$544K +46,056 New
OIM
38
Oder Investment Management
California
$437K -$167K -14,163 -28%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$347K +$21.1K +1,791 +7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$338K +$63.1K +5,341 +24%
DC
41
Davenport & Co
Virginia
$337K – – –
OC
42
Oppenheimer & Co
New York
$319K -$25.5K -2,156 -8%
KWM
43
Kingsview Wealth Management
Oregon
$293K +$24.1K +2,042 +9%
ASN
44
Advisory Services Network
Georgia
$282K +$555 +47 +0.2%
PWM
45
Perigon Wealth Management
California
$281K -$3.77K -319 -1%
CHAM
46
Clear Harbor Asset Management
Connecticut
$257K +$250K +21,208 New
MC
47
Moors & Cabot
Massachusetts
$256K +$23K +1,950 +10%
BPAMU
48
BTG Pactual Asset Management US
New York
$253K – – –
SCA
49
Snowden Capital Advisors
New York
$242K +$7.08K +600 +3%
Calamos Advisors
50
Calamos Advisors
Illinois
$232K +$226K +19,135 New
1
2
3 4

BGB Hedge Fund Activity: Q2 2025 in Review

79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Blackstone Strategic Credit 2027 Term Fund (BGB) for Q2 2025, worth a combined $237M — up 17% from $203M a quarter earlier.

Fund positioning in BGB was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 33 added to existing stakes and 19 trimmed.

The largest buyer was Coastal Bridge Advisors, opening a new position worth an estimated $34.2M. The largest seller was Pathstone Holdings, cutting an estimated $3.64M.

  • 79 institutional investors held Blackstone Strategic Credit 2027 Term Fund (BGB) as of Q2 2025, down from 80 in Q1 2025.
  • Funds reported $237M of Blackstone Strategic Credit 2027 Term Fund stock for Q2 2025, up 17% quarter-over-quarter.
  • 11 funds opened new Blackstone Strategic Credit 2027 Term Fund positions in Q2 2025 and 11 closed out, a net change of 0 holders.
  • The largest Blackstone Strategic Credit 2027 Term Fund buyer in Q2 2025 was Coastal Bridge Advisors, an estimated $34.2M added.
  • The largest Blackstone Strategic Credit 2027 Term Fund seller in Q2 2025 was Pathstone Holdings, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2025.