BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

89 hedge funds and large institutions have $247M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
24
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.6M
2
AAM
2
Advisors Asset Management
Colorado
$9.04M
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.39M
4
UBS Group
4
UBS Group
Switzerland
$4.94M
5
CSP
5
Cary Street Partners
Virginia
$1.06M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
CBA
2
Coastal Bridge Advisors
Connecticut
$40M
3
CAM
3
Cresset Asset Management
Illinois
$1.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.9M
5
GC
5
Guggenheim Capital
Illinois
$7.24M
Name Market Value Shares Shares
Change 		Shares
Change %
BPAMU
51
BTG Pactual Asset Management US
New York
$240K 19,398 – –
SCA
52
Snowden Capital Advisors
New York
$238K 19,357 – –
WLPWM
53
Walled Lake Planning & Wealth Management
Illinois
$233K 19,075 – –
SFWA
54
Summit Financial Wealth Advisors
Louisiana
$226K 18,100 – –
KWM
55
Kingsview Wealth Management
Oregon
$221K 18,087 +6,845 +61%
SA
56
Sanctuary Advisors
Indiana
$211K 17,037 – –
EFS
57
Essex Financial Services
Connecticut
$202K 16,532 – –
MC
58
Moors & Cabot
Massachusetts
$177K 14,475 +975 +7%
NFG
59
Nations Financial Group
Iowa
$165K 13,474 – –
KFGK
60
Keystone Financial Group (Kentucky)
Kentucky
$162K 13,252 -789 -6%
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$153K 12,500 – –
CCFM
62
Clear Creek Financial Management
Washington
$152K 12,394 -2,473 -17%
AWM
63
Apollon Wealth Management
South Carolina
$148K 12,075 +12,075 New
NSAM
64
North Star Asset Management
Wisconsin
$143K 11,720 -115 -1%
CCG
65
Catalina Capital Group
California
$143K 11,658 – –
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$140K 11,450 – –
MWM
67
Melfa Wealth Management
Massachusetts
$137K 11,167 – –
LWL
68
Leo Wealth LLC
Texas
$131K 10,722 -2,187 -17%
CIA
69
Concurrent Investment Advisors
Florida
$128K 10,479 -523 -5%
Citadel Advisors
70
Citadel Advisors
Florida
$127K 10,355 +10,355 New
TPWM
71
Twelve Points Wealth Management
Massachusetts
$125K 10,209 -1,960 -16%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$123K 10,062 +10,062 New
GLLW
73
Graves Light Lenhart Wealth
Virginia
$122K 10,000 – –
EC
74
Elequin Capital
New York
$103K 8,451 +8,451 New
Comerica Bank
75
Comerica Bank
Texas
$93.6K 7,650 – –
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