BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

77 hedge funds and large institutions have $237M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
32
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$35.1M
2
SIA
Sit Investment Associates
Minnesota
+$5.05M
3
CAM
Cresset Asset Management
Illinois
+$2.14M
4
AAM
Advisors Asset Management
Colorado
+$1.99M
5
RAM
Readystate Asset Management
Illinois
+$812K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$3.74M
2
TCA
Transcend Capital Advisors
New Jersey
-$3.09M
3
Bank of America
Bank of America
North Carolina
-$1.93M
4
GC
Guggenheim Capital
Illinois
-$1.32M
5
Wells Fargo
Wells Fargo
California
-$724K
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
$231K – – –
EFS
52
Essex Financial Services
Connecticut
$202K +$36 +3 +0%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$152K +$152K +12,500 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$142K – – –
NFG
55
Nations Financial Group
Iowa
$142K -$21.7K -1,788 -13%
KFGK
56
Keystone Financial Group (Kentucky)
Kentucky
$140K -$15.8K -1,300 -10%
M&T Bank
57
M&T Bank
New York
$137K – – –
MWM
58
Melfa Wealth Management
Massachusetts
$135K – – –
LWL
59
Leo Wealth LLC
Texas
$130K – – –
AWM
60
Apollon Wealth Management
South Carolina
$126K -$65.4K -5,400 -34%
TPWM
61
Twelve Points Wealth Management
Massachusetts
$124K – – –
JSL
62
JT Stratford LLC
Georgia
$124K +$124K +10,205 New
GLLW
63
Graves Light Lenhart Wealth
Virginia
$121K – – –
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$89.7K +$12.1K +1,000 +16%
Comerica Bank
65
Comerica Bank
Texas
$88.4K +$12 +1 +0%
WAM
66
Wolverine Asset Management
Illinois
$77K +$77K +6,351 New
HCM
67
Horrell Capital Management
Arkansas
$60.6K – – –
AAS
68
Ameritas Advisory Services
Nebraska
$53.3K +$53.3K +4,400 New
SWM
69
Spire Wealth Management
Virginia
$30.3K – – –
Bessemer Group
70
Bessemer Group
New Jersey
$26K – – –
PTC
71
Private Trust Company
Ohio
$21.8K – – –
RIL
72
Rothschild Investment LLC
Illinois
$9.45K – – –
NFSG
73
Newbridge Financial Services Group
Florida
$4.85K +$4.85K +400 New
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$2.49K +$1.46K +120 +141%
HI
75
Harbour Investments
Wisconsin
$2.3K +$2.3K +190 New
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