BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

64 hedge funds and large institutions have $314M invested in Blackstone Strategic Credit 2027 Term Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
24
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$5.48M
2
CBA
Coastal Bridge Advisors
Connecticut
+$3.28M
3
Morgan Stanley
Morgan Stanley
New York
+$2.83M
4
Invesco
Invesco
Georgia
+$2.22M
5
Bank of America
Bank of America
North Carolina
+$2.16M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$2.95M
2
Bessemer Group
Bessemer Group
New Jersey
-$2.49M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$2.41M
4
SFS
Shaker Financial Services
Virginia
-$2.11M
5
NMC
Nine Masts Capital
Hong Kong
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGM
51
Alpine Global Management
New York
$169K +$169K +10,591 New
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$163K – – –
HCM
53
Horrell Capital Management
Arkansas
$144K – – –
RCG
54
Ruggie Capital Group
Florida
$144K – – –
WCM
55
Wunderlich Capital Managemnt
Tennessee
$126K -$861 -54 -0.7%
LWA
56
Lenox Wealth Advisors
New York
$48K – – –
YWP
57
YorkBridge Wealth Partners
New York
$47K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$40K +$4.71K +300 +13%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$40K +$40K +2,479 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$32K +$32K +1,992 New
PCM
61
Penserra Capital Management
California
$9K -$8.89K -581 -50%
AAP
62
Arax Advisory Partners
Colorado
$5K +$80 +5 +2%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$4K – – –
BWA
64
BDO Wealth Advisors
Florida
$1K -$2K – –
NMC
65
Nine Masts Capital
Hong Kong
– -$1.06M -66,300 Closed
AMH
66
Apollo Management Holdings
New York
– -$751K -47,155 Closed
HCMT
67
Highland Capital Management (Texas)
Texas
– -$637K -40,000 Closed
SKK
68
Shepherd Kaplan Krochuk
Massachusetts
– -$336K -21,100 Closed
PFP
69
Pinnacle Financial Partners
Tennessee
– -$269K -16,871 Closed
AM
70
Ares Management
California
– -$242K -15,200 Closed
IFWM
71
Institute for Wealth Management
Colorado
– -$168K -10,619 Closed
US Bancorp
72
US Bancorp
Minnesota
– -$159K -10,000 Closed
Creative Planning
73
Creative Planning
Kansas
– -$86K -5,374 Closed
MA
74
MUFG Americas
New York
– -$3K -188 Closed
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