We are live on ! Find out more
BGB

Blackstone Strategic Credit 2027 Term Fund

84 hedge funds and large institutions have $239M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

6% more funds holding

Funds holding: 7984 (+5)

1% more capital invested

Capital invested by funds: $237M → $239M (+$1.7M)

0.14% more ownership

Funds ownership: 43.83%43.97% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
29
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$1.71M -$2.45K -198 -0.1%
Stifel Financial
27
Stifel Financial
Missouri
$1.64M +$240K +19,345 +17%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.5M +$199K +16,056 +15%
TP
29
Tranquility Partners
Tennessee
$1.32M -$39.6K -3,193 -3%
CSP
30
Cary Street Partners
Virginia
$1.22M +$483 +39 +0%
Osaic Holdings
31
Osaic Holdings
Arizona
$992K -$49.7K -4,011 -5%
NA
32
NewEdge Advisors
Louisiana
$767K -$4.96K -400 -0.6%
P
33
&Partners
Tennessee
$759K +$202K +16,322 +35%
SC
34
Stolper & Co
Oklahoma
$720K -$2.28K -184 -0.3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$712K -$211K -16,995 -23%
Lido Advisors
36
Lido Advisors
California
$692K
VIA
37
Virtus Investment Advisers
Connecticut
$674K +$686K +55,353 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$594K +$16.2K +1,305 +3%
HF
39
HRT Financial
New York
$548K +$559K +45,102 New
SIG
40
Spinnaker Investment Group
California
$547K +$557K +44,941 New
OIM
41
Oder Investment Management
California
$525K +$87.7K +7,083 +20%
OC
42
Oppenheimer & Co
New York
$406K +$87.4K +7,055 +27%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$401K +$53.2K +4,291 +15%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$358K +$18.7K +1,510 +5%
DC
45
Davenport & Co
Virginia
$339K
KWM
46
Kingsview Wealth Management
Oregon
$306K +$12.4K +1,001 +4%
RAM
47
Readystate Asset Management
Illinois
$299K -$1.01M -81,215 -77%
Calamos Advisors
48
Calamos Advisors
Illinois
$284K +$51.5K +4,160 +22%
MC
49
Moors & Cabot
Massachusetts
$281K +$23.8K +1,925 +9%
CHAM
50
Clear Harbor Asset Management
Connecticut
$257K -$991 -80 -0.4%

BGB Hedge Fund Activity: Q3 2025 in Review

84 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Blackstone Strategic Credit 2027 Term Fund (BGB) for Q3 2025, worth a combined $239M — up 0.72% from $237M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGB positions and 5 closed out — a net gain of 5 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $3.43M. The largest seller was Pathstone Holdings, cutting an estimated $9.64M.

  • 84 institutional investors held Blackstone Strategic Credit 2027 Term Fund (BGB) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $239M of Blackstone Strategic Credit 2027 Term Fund stock for Q3 2025, up 0.72% quarter-over-quarter.
  • 10 funds opened new Blackstone Strategic Credit 2027 Term Fund positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Blackstone Strategic Credit 2027 Term Fund buyer in Q3 2025 was Mount Yale Investment Advisors, an estimated $3.43M added.
  • The largest Blackstone Strategic Credit 2027 Term Fund seller in Q3 2025 was Pathstone Holdings, an estimated $9.64M sold.

Based on aggregated 13F filings for Q3 2025.