BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

90 hedge funds and large institutions have $246M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
33
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.3M
3
AAM
3
Advisors Asset Management
Colorado
$5.53M
4
TCA
4
Transcend Capital Advisors
New Jersey
$6.8M
5
SFS
5
Shaker Financial Services
Virginia
$1.1M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
PCM
2
Penserra Capital Management
California
$4.77M
3
CBA
3
Coastal Bridge Advisors
Connecticut
$44.6M
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
GC
5
Guggenheim Capital
Illinois
$8.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$308K 25,006 -18,026 -42%
AWM
52
Avior Wealth Management
Nebraska
$300K 24,315 +3,091 +15%
TI
53
Tidal Investments
Wisconsin
$287K 23,335 -65,316 -74%
RJT
54
Raymond James Trust
Florida
$262K 21,284 – –
RRA
55
Round Rock Advisors
Connecticut
$256K 20,748 – –
BPAMU
56
BTG Pactual Asset Management US
New York
$239K 19,398 +19,398 New
SCA
57
Snowden Capital Advisors
New York
$238K 19,357 -11,421 -37%
WLPWM
58
Walled Lake Planning & Wealth Management
Illinois
$235K 19,075 – –
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$223K 18,100 – –
SA
60
Sanctuary Advisors
Indiana
$212K 17,037 +561 +3%
EFS
61
Essex Financial Services
Connecticut
$205K 16,532 – –
Jane Street
62
Jane Street
New York
$197K 15,979 +15,979 New
WCMNY
63
Westchester Capital Management (New York)
New York
$197K 15,960 -110,562 -87%
CCFM
64
Clear Creek Financial Management
Washington
$183K 14,867 +55 +0.4%
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$173K 14,041 +14,041 New
MC
66
Moors & Cabot
Massachusetts
$166K 13,500 +2,500 +23%
NFG
67
Nations Financial Group
Iowa
$166K 13,474 – –
LWL
68
Leo Wealth LLC
Texas
$159K 12,909 – –
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$154K 12,500 – –
TPWM
70
Twelve Points Wealth Management
Massachusetts
$150K 12,169 – –
NSAM
71
North Star Asset Management
Wisconsin
$146K 11,835 +11,835 New
CCG
72
Catalina Capital Group
California
$144K 11,658 +11,658 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$141K 11,450 +11,450 New
KWM
74
Kingsview Wealth Management
Oregon
$139K 11,242 +577 +5%
MWM
75
Melfa Wealth Management
Massachusetts
$138K 11,167 – –
1 2
3
4 5