BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

96 hedge funds and large institutions have $253M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$9.46M
2
MFG
Merit Financial Group
Georgia
$2.11M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$6.55M
4
Morgan Stanley
Morgan Stanley
New York
$35.3M
5
AW
Atlas Wealth
Ohio
$18.2M

Top Sellers

1
OCM
Oaktree Capital Management
California
$0
2
SCM
Saba Capital Management
New York
$801K
3
LSC
Logan Stone Capital
Illinois
$483K
4
WAM
Wolverine Asset Management
Illinois
$0
5
Wells Fargo
Wells Fargo
California
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
51
Robinson Capital Management
Michigan
$436K +$436K +39,759 New
TCA
52
Transcend Capital Advisors
New Jersey
$358K +$358K +32,713 New
IPW
53
Invictus Private Wealth
Colorado
$336K -$470 -43 -0.1%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$323K -$60.1K -5,504 -16%
RRA
55
Round Rock Advisors
Connecticut
$322K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$312K +$312K +28,578 New
BW
57
Bison Wealth
Georgia
$289K +$289K +26,414 New
VEA
58
Virtus ETF Advisers
New York
$289K -$72.4K -6,621 -20%
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$287K -$5.47K -500 -2%
RIL
60
Rothschild Investment LLC
Illinois
$282K – – –
LPL Financial
61
LPL Financial
California
$277K +$53.9K +4,935 +24%
LB
62
Leo Brokerage
Texas
$277K – – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$273K +$273K +25,010 New
RJT
64
Raymond James Trust
Florida
$271K +$77.2K +7,070 +40%
GA
65
Greytown Advisors
Florida
$262K – – –
OC
66
Oppenheimer & Co
New York
$224K +$14.7K +1,344 +7%
Millennium Management
67
Millennium Management
New York
$214K – – –
WLPWM
68
Walled Lake Planning & Wealth Management
Illinois
$208K +$208K +19,075 New
LCM
69
Landscape Capital Management
New Jersey
$192K +$11.8K +1,082 +7%
CAN
70
Cetera Advisor Networks
California
$188K +$2.39K +219 +1%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$188K – – –
BI
72
Bramshill Investments
Florida
$164K -$1.4K -128 -0.8%
FW
73
FirstPurpose Wealth
Utah
$164K – – –
NFG
74
Nations Financial Group
Iowa
$157K -$111K -10,178 -42%
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$150K +$150K +13,733 New
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