BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

92 hedge funds and large institutions have $266M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
26
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
+$20.5M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.62M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$4.51M
4
Wells Fargo
Wells Fargo
California
+$2.82M
5
CAM
Cresset Asset Management
Illinois
+$1.35M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$7.83M
2
Morgan Stanley
Morgan Stanley
New York
-$5.25M
3
SIA
Sit Investment Associates
Minnesota
-$3.18M
4
AGM
Alpine Global Management
New York
-$2.15M
5
CBA
Coastal Bridge Advisors
Connecticut
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
51
Robinson Capital Management
Michigan
$504K – – –
CL
52
Choreo LLC
Illinois
$397K +$38.5K +3,226 +11%
OC
53
Oppenheimer & Co
New York
$367K +$1.39K +117 +0.4%
SCA
54
Snowden Capital Advisors
New York
$366K -$117K -9,823 -24%
JRCM
55
Jones Road Capital Management
New York
$357K +$357K +30,000 New
PWM
56
Perigon Wealth Management
California
$293K +$142K +11,940 +94%
RJT
57
Raymond James Trust
Florida
$253K -$42K -3,535 -14%
AWM
58
Avior Wealth Management
Nebraska
$252K +$50.5K +4,251 +25%
STA
59
Summit Trail Advisors
New York
$250K +$250K +21,000 New
RRA
60
Round Rock Advisors
Connecticut
$247K -$104K -8,750 -30%
Millennium Management
61
Millennium Management
New York
$233K – – –
GA
62
Greytown Advisors
Florida
$231K -$54.5K -4,584 -19%
WLPWM
63
Walled Lake Planning & Wealth Management
Illinois
$227K – – –
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$215K – – –
EFS
65
Essex Financial Services
Connecticut
$197K – – –
SA
66
Sanctuary Advisors
Indiana
$194K +$194K +16,476 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$179K -$1.46K -123 -0.8%
CCFM
68
Clear Creek Financial Management
Washington
$176K -$29.7K -2,502 -14%
DWM
69
Diversify Wealth Management
Utah
$174K +$174K +15,000 New
NFG
70
Nations Financial Group
Iowa
$160K – – –
LWL
71
Leo Wealth LLC
Texas
$153K -$11.5K -963 -7%
LNWWM
72
Laird Norton Wetherby Wealth Management
California
$149K – – –
TPWM
73
Twelve Points Wealth Management
Massachusetts
$145K – – –
CIA
74
Concurrent Investment Advisors
Florida
$135K +$135K +11,395 New
MWM
75
Melfa Wealth Management
Massachusetts
$133K – – –
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3
4