BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

77 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, 32 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
32
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$35.1M
2
SIA
2
Sit Investment Associates
Minnesota
$9.06M
3
CAM
3
Cresset Asset Management
Illinois
$4.74M
4
AAM
4
Advisors Asset Management
Colorado
$11.9M
5
RAM
5
Readystate Asset Management
Illinois
$1.28M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$13.4M
2
TCA
2
Transcend Capital Advisors
New Jersey
$3.42M
3
Bank of America
3
Bank of America
North Carolina
$30M
4
GC
4
Guggenheim Capital
Illinois
$4.84M
5
Wells Fargo
5
Wells Fargo
California
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
$231K 19,075 – –
EFS
52
Essex Financial Services
Connecticut
$202K 16,640 +3 +0%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$152K 12,500 +12,500 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$142K 11,736 – –
NFG
55
Nations Financial Group
Iowa
$142K 11,686 -1,788 -13%
KFGK
56
Keystone Financial Group (Kentucky)
Kentucky
$140K 11,559 -1,300 -10%
M&T Bank
57
M&T Bank
New York
$137K 11,306 – –
MWM
58
Melfa Wealth Management
Massachusetts
$135K 11,167 – –
LWL
59
Leo Wealth LLC
Texas
$130K 10,722 – –
AWM
60
Apollon Wealth Management
South Carolina
$126K 10,398 -5,400 -34%
TPWM
61
Twelve Points Wealth Management
Massachusetts
$124K 10,209 – –
JSL
62
JT Stratford LLC
Georgia
$124K 10,205 +10,205 New
GLLW
63
Graves Light Lenhart Wealth
Virginia
$121K 10,000 – –
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$89.7K 7,400 +1,000 +16%
Comerica Bank
65
Comerica Bank
Texas
$88.4K 7,297 +1 +0%
WAM
66
Wolverine Asset Management
Illinois
$77K 6,351 +6,351 New
HCM
67
Horrell Capital Management
Arkansas
$60.6K 5,000 – –
AAS
68
Ameritas Advisory Services
Nebraska
$53.3K 4,400 +4,400 New
SWM
69
Spire Wealth Management
Virginia
$30.3K 2,500 – –
Bessemer Group
70
Bessemer Group
New Jersey
$26K 2,110 – –
PTC
71
Private Trust Company
Ohio
$21.8K 1,800 – –
RIL
72
Rothschild Investment LLC
Illinois
$9.45K 780 – –
NFSG
73
Newbridge Financial Services Group
Florida
$4.85K 400 +400 New
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$2.49K 205 +120 +141%
HI
75
Harbour Investments
Wisconsin
$2.3K 190 +190 New
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