BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

91 hedge funds and large institutions have $244M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
36
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$9.89M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.1M
4
AW
4
Atlas Wealth
Ohio
$16.5M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$43.6M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$9.07M
2
Bank of America
2
Bank of America
North Carolina
$11.5M
3
AC
3
Almitas Capital
California
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.75M
5
MC
5
Meteora Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IPW
51
Invictus Private Wealth
Colorado
$328K 30,771 -2,733 -8%
RRA
52
Round Rock Advisors
Connecticut
$314K 29,498 – –
SFWA
53
Summit Financial Wealth Advisors
Louisiana
$285K 26,750 – –
RIL
54
Rothschild Investment LLC
Illinois
$275K 25,780 – –
LB
55
Leo Brokerage
Texas
$270K 25,313 +25,313 New
NFG
56
Nations Financial Group
Iowa
$261K 24,497 – –
GA
57
Greytown Advisors
Florida
$255K 23,982 – –
LPL Financial
58
LPL Financial
California
$218K 20,430 +35 +0.2%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$213K 20,000 – –
Lazard Asset Management
60
Lazard Asset Management
New York
– – – –
Millennium Management
61
Millennium Management
New York
$209K 19,611 +19,611 New
OC
62
Oppenheimer & Co
New York
$204K 19,153 -7,148 -27%
RJT
63
Raymond James Trust
Florida
$189K 17,749 -7,099 -29%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$183K 17,164 +2,891 +20%
CAN
65
Cetera Advisor Networks
California
$181K 16,964 +56 +0.3%
LCM
66
Landscape Capital Management
New Jersey
$175K 16,441 -5,745 -26%
BI
67
Bramshill Investments
Florida
$161K 15,150 +207 +1%
FW
68
FirstPurpose Wealth
Utah
$160K 15,000 – –
WAM
69
Weiss Asset Management
Massachusetts
$158K 14,821 +14,821 New
FM
70
Family Management
New York
$155K 14,570 -11,416 -44%
TPWM
71
Twelve Points Wealth Management
Massachusetts
$143K 13,449 -2,400 -15%
LNWWM
72
Laird Norton Wetherby Wealth Management
California
$133K 12,500 – –
CPIG
73
Chicago Partners Investment Group
Illinois
$132K 12,310 +12,310 New
BRWA
74
B. Riley Wealth Advisors
Florida
$129K 12,100 -910 -7%
JSL
75
JT Stratford LLC
Georgia
$128K 12,001 – –
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3
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