BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

68 hedge funds and large institutions have $290M invested in Blackstone Strategic Credit 2027 Term Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
29
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$11.5M
2
UBS Group
UBS Group
Switzerland
+$9.8M
3
GC
Guggenheim Capital
Illinois
+$5.8M
4
Morgan Stanley
Morgan Stanley
New York
+$4M
5
CIA
Capital Investment Advisors
Georgia
+$2.82M

Top Sellers

1
SCM
Saba Capital Management
New York
-$23.4M
2
Citigroup
Citigroup
New York
-$9.23M
3
RJA
Raymond James & Associates
Florida
-$7.07M
4
RCM
Rivernorth Capital Management
Florida
-$5.5M
5
MIG
Mariner Investment Group
New York
-$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$166K +$166K +10,500 New
CWM
52
Concert Wealth Management
California
$162K – – –
US Bancorp
53
US Bancorp
Minnesota
$158K +$158K +10,000 New
WCM
54
Wunderlich Capital Managemnt
Tennessee
$145K +$145K +9,174 New
HCM
55
Horrell Capital Management
Arkansas
$143K – – –
PFO
56
Pathstone Family Office
New Jersey
$99K +$99K +6,243 New
Creative Planning
57
Creative Planning
Kansas
$93K +$1.69K +107 +2%
BCM
58
Blume Capital Management
California
$51K – – –
YWP
59
YorkBridge Wealth Partners
New York
$48K -$80.8K -5,000 -63%
LWA
60
Lenox Wealth Advisors
New York
$48K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$35K +$35K +2,250 New
PCM
62
Penserra Capital Management
California
$16K +$5.24K +348 +49%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$4K – – –
AAP
64
Arax Advisory Partners
Colorado
$4K +$40 +3 +1%
MA
65
MUFG Americas
New York
$3K +$3K +187 New
LWM
66
LBA Wealth Management
Florida
$2K -$2K – –
SEI Investments
67
SEI Investments
Pennsylvania
$1K – – –
SCM
68
Saba Capital Management
New York
– -$23.4M -1,524,251 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– -$3.09M -207,000 Closed
SIA
70
Sit Investment Associates
Minnesota
– -$1.89M -122,998 Closed
GA
71
Geneva Advisors
Illinois
– -$951K -62,000 Closed
CS
72
Credit Suisse
Switzerland
– -$878K -57,213 Closed
SLG
73
Stanley-Laman Group
Pennsylvania
– -$258K -16,840 Closed
TSS
74
Two Sigma Securities
New York
– -$197K -12,859 Closed
VKH
75
Virtu KCG Holdings
New York
– -$162K -10,582 Closed
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