BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

99 hedge funds and large institutions have $275M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
33
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$51.4M
2
LPL Financial
LPL Financial
California
$2.85M
3
CBA
Coastal Bridge Advisors
Connecticut
$45.4M
4
TCA
Transcend Capital Advisors
New Jersey
$3.3M
5
TI
Tidal Investments
Wisconsin
$1.2M

Top Sellers

1
AW
Atlas Wealth
Ohio
$0
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$487K
3
VCM
Vivaldi Capital Management
Illinois
$2.91M
4
IWC
Integrated Wealth Concepts
Massachusetts
$7.82M
5
GC
Guggenheim Capital
Illinois
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
51
Invictus Private Wealth
Colorado
$515K +$167K +14,714 +48%
Lido Advisors
52
Lido Advisors
California
$512K +$512K +44,898 New
Cerity Partners
53
Cerity Partners
New York
$504K +$504K +44,500 New
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$487K -$7.58M -669,786 -94%
VEA
55
Virtus ETF Advisers
New York
$416K -$137K -12,139 -25%
RRA
56
Round Rock Advisors
Connecticut
$334K – – –
OC
57
Oppenheimer & Co
New York
$325K +$32K +2,828 +11%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$321K – – –
BW
59
Bison Wealth
Georgia
$308K +$7.23K +639 +2%
LWL
60
Leo Wealth LLC
Texas
$287K +$287K +25,313 New
RJT
61
Raymond James Trust
Florida
$281K – – –
GA
62
Greytown Advisors
Florida
$274K – – –
CAN
63
Cetera Advisor Networks
California
$252K +$52.3K +4,619 +26%
Millennium Management
64
Millennium Management
New York
$222K – – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$220K -$31.2K -2,757 -12%
SFWA
66
Summit Financial Wealth Advisors
Louisiana
$220K – – –
WLPWM
67
Walled Lake Planning & Wealth Management
Illinois
$216K – – –
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$204K – – –
EFS
69
Essex Financial Services
Connecticut
$187K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$177K +$177K +15,612 New
FW
71
FirstPurpose Wealth
Utah
$170K – – –
AC
72
Aristides Capital
Kentucky
$169K +$169K +14,962 New
AGA
73
Accuvest Global Advisors
Utah
$168K +$168K +14,863 New
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$165K +$3.75K +331 +2%
CCFM
75
Clear Creek Financial Management
Washington
$161K +$161K +14,250 New
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3
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