BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

63 hedge funds and large institutions have $304M invested in Blackstone Strategic Credit 2027 Term Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
21
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$33.5M
2
Bank of America
2
Bank of America
North Carolina
$23.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.2M
4
WWM
4
Wagner Wealth Management
South Carolina
$2.01M
5
VIA
5
Vident Investment Advisory
Georgia
$9.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.2M
2
LCM
2
Laurion Capital Management
New York
$1.58M
3
RCM
3
Rivernorth Capital Management
Florida
$7.92M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$6.55M
Name Market Value Shares Shares
Change 		Shares
Change %
TJHA
51
Thomas J. Herzfeld Advisors
Florida
$124K 7,881 -2,300 -23%
STA
52
Summit Trail Advisors
New York
$110K 7,000 +7,000 New
TRCT
53
Tower Research Capital (TRC)
New York
$82K 5,200 +5,200 New
SEI Investments
54
SEI Investments
Pennsylvania
$53K 3,377 +3,377 New
LWA
55
Lenox Wealth Advisors
New York
$47K 3,000 – –
YWP
56
YorkBridge Wealth Partners
New York
$46K 2,970 – –
SPIA
57
Steward Partners Investment Advisory
New York
$35K 2,250 -300 -12%
RFC
58
Regions Financial Corp
Alabama
$20K 1,250 +1,250 New
CA
59
Calton & Associates
Florida
$19K 1,242 +1,242 New
AAP
60
Arax Advisory Partners
Colorado
$5K 320 +7 +2%
MOS
61
MGO One Seven
Ohio
$5K 312 +312 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$4K 280 – –
1IA
63
1834 Investment Advisors
Wisconsin
– – – –
PAIM
64
Punch & Associates Investment Management
Minnesota
– – -169,159 Closed
SIA
65
Sit Investment Associates
Minnesota
– – -59,333 Closed
SFS
66
Shaker Financial Services
Virginia
– – -30,264 Closed
FIMG
67
Financial & Investment Management Group
Michigan
– – -27,033 Closed
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
– – -15,000 Closed
HF
69
HRT Financial
New York
– – -12,700 Closed
VF
70
Virtu Financial
New York
– – -11,319 Closed
AGM
71
Alpine Global Management
New York
– – -10,591 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
– – -2,479 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– – -1,992 Closed
PCM
74
Penserra Capital Management
California
– – -588 Closed
BWA
75
BDO Wealth Advisors
Florida
– – – –
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3
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