BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

78 hedge funds and large institutions have $202M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-11
Holders Change %
-12.36%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
25
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4M
2
Bank of America
Bank of America
North Carolina
+$3.59M
3
Morgan Stanley
Morgan Stanley
New York
+$3.59M
4
RF
Robbins Farley
New Hampshire
+$1.37M
5
CAM
Cresset Asset Management
Illinois
+$1.22M

Top Sellers

1
CBA
Coastal Bridge Advisors
Connecticut
-$40M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$6.23M
3
PCM
Penserra Capital Management
California
-$5.08M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.02M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
$230K – – –
SFWA
52
Summit Financial Wealth Advisors
Louisiana
$219K – – –
AWM
53
Avior Wealth Management
Nebraska
$218K -$49.2K -4,071 -18%
EFS
54
Essex Financial Services
Connecticut
$201K +$1.27K +105 +0.6%
AWM
55
Apollon Wealth Management
South Carolina
$191K +$45K +3,723 +31%
NFG
56
Nations Financial Group
Iowa
$163K – – –
KFGK
57
Keystone Financial Group (Kentucky)
Kentucky
$155K -$4.75K -393 -3%
CCFM
58
Clear Creek Financial Management
Washington
$144K -$5.51K -456 -4%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$142K +$3.46K +286 +2%
M&T Bank
60
M&T Bank
New York
$137K +$137K +11,306 New
MWM
61
Melfa Wealth Management
Massachusetts
$135K – – –
LWL
62
Leo Wealth LLC
Texas
$130K – – –
TPWM
63
Twelve Points Wealth Management
Massachusetts
$123K – – –
GLLW
64
Graves Light Lenhart Wealth
Virginia
$121K – – –
Comerica Bank
65
Comerica Bank
Texas
$88.1K -$4.28K -354 -5%
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$77.3K – – –
CA
67
CoreCap Advisors
Michigan
$68.9K – – –
HCM
68
Horrell Capital Management
Arkansas
$60.4K – – –
SWM
69
Spire Wealth Management
Virginia
$30.2K -$36.2K -3,000 -55%
Bessemer Group
70
Bessemer Group
New Jersey
$25K -$5K -422 -17%
PTC
71
Private Trust Company
Ohio
$21.7K – – –
EC
72
Elequin Capital
New York
$18.1K -$84K -6,952 -82%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$12.1K +$12.1K +1,000 New
RIL
74
Rothschild Investment LLC
Illinois
$9.42K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$1.09K -$3.75K -310 -78%
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