BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

67 hedge funds and large institutions have $207M invested in Blackstone Strategic Credit 2027 Term Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-9
Holders Change %
-11.84%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
24
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$3.43M
2
CBA
Coastal Bridge Advisors
Connecticut
+$2.51M
3
Wells Fargo
Wells Fargo
California
+$1.63M
4
RJA
Raymond James & Associates
Florida
+$1.61M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.28M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.64M
2
SCM
Saba Capital Management
New York
-$3.59M
3
Bank of America
Bank of America
North Carolina
-$2.73M
4
VEA
Virtus ETF Advisers
New York
-$1.92M
5
Goldman Sachs
Goldman Sachs
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$136K -$182K -15,931 -57%
GLLW
52
Graves Light Lenhart Wealth
Virginia
$114K – – –
LC
53
Lindbrook Capital
California
$85K +$596 +52 +0.7%
HCM
54
Horrell Capital Management
Arkansas
$82K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$69K +$30.5K +2,655 +79%
AF
56
Advisornet Financial
Minnesota
$54K – – –
WB
57
West Bancorporation
Iowa
$31K – – –
PFP
58
Pinnacle Financial Partners
Tennessee
$26K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$22K -$18.5K -1,600 -46%
HPC
60
HM Payson & Co
Maine
$17K – – –
WB
61
Webster Bank
Connecticut
$14K – – –
PAM
62
Panagora Asset Management
Massachusetts
$12K – – –
1W
63
1776 Wealth
Georgia
$11K – – –
OPS
64
Orion Portfolio Solutions
Nebraska
$10K -$137 -12 -1%
Citigroup
65
Citigroup
New York
$4K – – –
GI
66
Gradient Investments
Minnesota
$3K – – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
– -$3.64M -365,000 Closed
PPA
68
Parametric Portfolio Associates
Washington
– -$1.05M -100,521 Closed
Citadel Advisors
69
Citadel Advisors
Florida
– -$295K -28,298 Closed
VWM
70
Vigilare Wealth Management
Arizona
– -$194K -18,657 Closed
BRWM
71
B. Riley Wealth Management
Tennessee
– -$144K -13,800 Closed
LPL Financial
72
LPL Financial
California
– -$116K -11,135 Closed
RFM
73
Royal Fund Management
Florida
– -$84K -8,070 Closed
BC
74
Bartlett & Co
Ohio
– -$13K -1,280 Closed
BCWM
75
Bartlett & Co Wealth Management
Ohio
– -$13.3K -1,280 Closed
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