BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

74 hedge funds and large institutions have $268M invested in Blackstone Strategic Credit 2027 Term Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+18
Holders Change %
+32.14%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
17
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPCM
Beach Point Capital Management
California
+$5.82M
2
Bank of America
Bank of America
North Carolina
+$3.55M
3
RCM
Rivernorth Capital Management
Florida
+$2.9M
4
CRC
Curi RMB Capital
Illinois
+$2.45M
5
SFS
Shaker Financial Services
Virginia
+$1.88M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$6.07M
2
UBS Group
UBS Group
Switzerland
-$4.16M
3
Invesco
Invesco
Georgia
-$2.09M
4
CWM
Cornerstone Wealth Management
Missouri
-$2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
51
Mariner Investment Group
New York
$244K +$244K +18,100 New
AG
52
Advisor Group
Arizona
$217K -$3.91K -289 -2%
PFP
53
Pinnacle Financial Partners
Tennessee
$213K – – –
FWM
54
Foresight Wealth Management
Utah
$199K +$199K +14,809 New
TJHA
55
Thomas J. Herzfeld Advisors
Florida
$172K +$172K +12,771 New
APA
56
American Portfolios Advisors
New York
$171K – – –
LPL Financial
57
LPL Financial
California
$169K +$6.21K +462 +4%
WI
58
Wintrust Investments
Illinois
$151K -$9.34K -691 -6%
IFWM
59
Institute for Wealth Management
Colorado
$143K +$143K +10,619 New
OC
60
Oppenheimer & Co
New York
$141K +$141K +10,446 New
JSL
61
JT Stratford LLC
Georgia
$138K +$660 +49 +0.5%
BWP
62
BSW Wealth Partners
Colorado
$135K +$135K +10,000 New
GLLW
63
Graves Light Lenhart Wealth
Virginia
$135K +$135K +10,000 New
HCM
64
Horrell Capital Management
Arkansas
$97K -$24.3K -1,800 -20%
DWM
65
Doyle Wealth Management
Florida
$75K +$75K +5,564 New
TRCT
66
Tower Research Capital (TRC)
New York
$46K -$19.3K -1,434 -30%
LWA
67
Lenox Wealth Advisors
New York
$40K – – –
YWP
68
YorkBridge Wealth Partners
New York
$40K – – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$38K +$34.2K +2,552 +911%
CG
70
Cutler Group
California
$26K +$26K +2,000 New
AF
71
Advisornet Financial
Minnesota
$24K – – –
AIC
72
Ameritas Investment Company
Nebraska
$22K +$22K +1,615 New
LC
73
Lindbrook Capital
California
$22K +$22K +1,636 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16K +1,193 New
GI
75
Gradient Investments
Minnesota
$4K – – –
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3
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