BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

98 hedge funds and large institutions have $261M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
34
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
Advisor Partners II
California
$3.75M
2
HighTower Advisors
HighTower Advisors
Illinois
$4.18M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$7.83M
4
AGM
Alpine Global Management
New York
$1.07M
5
TCA
Transcend Capital Advisors
New Jersey
$1.26M

Top Sellers

1
CBA
Coastal Bridge Advisors
Connecticut
$42.1M
2
SCA
Snowden Capital Advisors
New York
$121K
3
Morgan Stanley
Morgan Stanley
New York
$34.9M
4
LSC
Logan Stone Capital
Illinois
$0
5
IWC
Integrated Wealth Concepts
Massachusetts
$9.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
51
Almitas Capital
California
$529K -$146K -13,289 -22%
CC
52
Claybrook Capital
Massachusetts
$493K – – –
RCM
53
Robinson Capital Management
Michigan
$427K – – –
IPW
54
Invictus Private Wealth
Colorado
$338K +$473 +43 +0.1%
RRA
55
Round Rock Advisors
Connecticut
$324K – – –
LPL Financial
56
LPL Financial
California
$315K +$36.3K +3,300 +13%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$311K +$311K +28,333 New
BW
58
Bison Wealth
Georgia
$292K +$1.93K +176 +0.7%
OC
59
Oppenheimer & Co
New York
$284K +$59.2K +5,385 +26%
RJT
60
Raymond James Trust
Florida
$273K – – –
GA
61
Greytown Advisors
Florida
$264K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$245K -$81.2K -7,365 -25%
Millennium Management
63
Millennium Management
New York
$216K – – –
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$212K -$74.9K -6,850 -26%
WLPWM
65
Walled Lake Planning & Wealth Management
Illinois
$210K – – –
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$198K +$9.05K +823 +5%
CAN
67
Cetera Advisor Networks
California
$194K +$4.88K +444 +3%
EFS
68
Essex Financial Services
Connecticut
$182K +$182K +16,532 New
FW
69
FirstPurpose Wealth
Utah
$165K – – –
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$156K +$5.25K +478 +3%
BRWA
71
B. Riley Wealth Advisors
Florida
$153K +$19.8K +1,805 +15%
IAA
72
Ironsides Asset Advisors
North Carolina
$151K +$14.9K +1,357 +11%
NFG
73
Nations Financial Group
Iowa
$148K -$9.29K -845 -6%
IP
74
Ignite Planners
California
$145K +$145K +13,309 New
TPWM
75
Twelve Points Wealth Management
Massachusetts
$143K -$4.84K -440 -3%
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