BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

93 hedge funds and large institutions have $257M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
32
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.88M
3
GC
Guggenheim Capital
Illinois
+$1.2M
4
TCA
Transcend Capital Advisors
New Jersey
+$1.14M
5
CA
Cetera Advisors
Colorado
+$987K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
SIA
Sit Investment Associates
Minnesota
-$11.5M
3
AA
AQR Arbitrage
Connecticut
-$1.88M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.04M
5
LCM
Landscape Capital Management
New Jersey
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$530K – – –
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$512K – – –
BI
53
Bulldog Investors
New Jersey
$503K -$941K -79,110 -65%
RCM
54
Robinson Capital Management
Michigan
$494K -$985K -83,477 -67%
SCA
55
Snowden Capital Advisors
New York
$483K +$351K +29,471 +265%
CAN
56
Cetera Advisor Networks
California
$396K +$131K +11,021 +50%
OC
57
Oppenheimer & Co
New York
$366K +$24.6K +2,065 +7%
CL
58
Choreo LLC
Illinois
$358K +$358K +30,055 New
RRA
59
Round Rock Advisors
Connecticut
$351K – – –
RJT
60
Raymond James Trust
Florida
$295K – – –
GA
61
Greytown Advisors
Florida
$285K – – –
Millennium Management
62
Millennium Management
New York
$233K – – –
WLPWM
63
Walled Lake Planning & Wealth Management
Illinois
$227K – – –
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$215K -$15.5K -1,300 -7%
MC
65
Moors & Cabot
Massachusetts
$211K +$211K +17,750 New
CCFM
66
Clear Creek Financial Management
Washington
$206K +$36.5K +3,064 +22%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$204K +$204K +17,150 New
AWM
68
Avior Wealth Management
Nebraska
$202K +$202K +16,973 New
EFS
69
Essex Financial Services
Connecticut
$197K – – –
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$180K +$180K +15,142 New
FW
71
FirstPurpose Wealth
Utah
$177K – – –
KFGK
72
Keystone Financial Group (Kentucky)
Kentucky
$170K -$2.65K -223 -2%
LWL
73
Leo Wealth LLC
Texas
$165K -$136K -11,441 -45%
NFG
74
Nations Financial Group
Iowa
$160K – – –
IAA
75
Ironsides Asset Advisors
North Carolina
$158K +$12.8K +1,077 +9%
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3
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