BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

65 hedge funds and large institutions have $307M invested in Blackstone Strategic Credit 2027 Term Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
7
Increased
24
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$11.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.3M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$3.17M
4
Bank of America
Bank of America
North Carolina
+$2.67M
5
CBA
Coastal Bridge Advisors
Connecticut
+$2.12M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.43M
2
Bessemer Group
Bessemer Group
New Jersey
-$2.12M
3
RJA
Raymond James & Associates
Florida
-$2.03M
4
Wells Fargo
Wells Fargo
California
-$1.92M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$168K +$168K +10,619 New
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$162K -$36.6K -2,300 -18%
US Bancorp
53
US Bancorp
Minnesota
$159K – – –
HCM
54
Horrell Capital Management
Arkansas
$143K – – –
RCG
55
Ruggie Capital Group
Florida
$143K +$143K +9,000 New
WCM
56
Wunderlich Capital Managemnt
Tennessee
$127K -$19.5K -1,219 -13%
Creative Planning
57
Creative Planning
Kansas
$86K -$8.11K -507 -9%
LWA
58
Lenox Wealth Advisors
New York
$48K – – –
YWP
59
YorkBridge Wealth Partners
New York
$48K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$35K – – –
PCM
61
Penserra Capital Management
California
$18K +$1.63K +106 +10%
AAP
62
Arax Advisory Partners
Colorado
$5K +$114 +7 +2%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$4K – – –
MA
64
MUFG Americas
New York
$3K +$16 +1 +0.5%
BWA
65
BDO Wealth Advisors
Florida
$2K – – –
Ameriprise
66
Ameriprise
Minnesota
– -$2.43M -153,242 Closed
YMRC
67
Yorktown Management & Research Company
Virginia
– -$1.43M -90,000 Closed
MIG
68
Mariner Investment Group
New York
– -$760K -48,000 Closed
Jane Street
69
Jane Street
New York
– -$185K -11,668 Closed
CWM
70
Concert Wealth Management
California
– -$162K -10,619 Closed
KIM
71
Karpus Investment Management
New York
– -$168K -10,600 Closed
PFO
72
Pathstone Family Office
New Jersey
– -$99K -6,243 Closed
BCM
73
Blume Capital Management
California
– -$51K -3,200 Closed
SEI Investments
74
SEI Investments
Pennsylvania
– -$1K -79 Closed
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