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BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

80 hedge funds and large institutions have $238M invested in Blackstone Strategic Credit 2027 Term Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% more ownership

Funds ownership: 45.96% → 47.27% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

2% less capital invested

Capital invested by funds: $242M → $238M (-$4.1M)

10% less funds holding

Funds holding: 89 → 80 (-9)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
80
Holders Change
-9
Holders Change %
-10.11%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
6
Increased
29
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.4M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$4.96M
3
AC
Almitas Capital
California
+$1.67M
4
LSC
Logan Stone Capital
Illinois
+$1.37M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.04M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.79M
2
LC
Lalia Capital
New York
-$1.75M
3
SFS
Shaker Financial Services
Virginia
-$1.62M
4
SPIA
Steward Partners Investment Advisory
New York
-$1.44M
5
Wells Fargo
Wells Fargo
California
-$868K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$219K -$1.27K -110 -0.6%
EFS
52
Essex Financial Services
Connecticut
$186K +$23 +2 +0%
EFG
53
Ethos Financial Group
Pennsylvania
$185K – – –
SA
54
Sanctuary Advisors
Indiana
$158K +$3.09K +268 +2%
SWM
55
SeaCrest Wealth Management
New York
$155K +$30K +2,600 +23%
Citadel Advisors
56
Citadel Advisors
Florida
$148K +$153K +13,263 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$145K -$39.6K -3,429 -21%
KCM
58
Kathmere Capital Management
Pennsylvania
$143K +$148K +12,842 New
JSL
59
JT Stratford LLC
Georgia
$138K -$8.48K -735 -6%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$132K +$137K +11,855 New
NFG
61
Nations Financial Group
Iowa
$130K – – –
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$127K – – –
M&T Bank
63
M&T Bank
New York
$126K – – –
MWM
64
Melfa Wealth Management
Massachusetts
$125K – – –
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$124K -$4.62K -400 -3%
1W
66
1776 Wealth
Georgia
$122K – – –
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$118K +$123K +10,621 New
SPIA
68
Steward Partners Investment Advisory
New York
$113K -$1.44M -124,433 -92%
GLLW
69
Graves Light Lenhart Wealth
Virginia
$112K – – –
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$100K – – –
HCM
71
Horrell Capital Management
Arkansas
$55.8K – – –
SWM
72
Spire Wealth Management
Virginia
$27.9K – – –
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$25.6K – – –
BTI
74
Blue Trust Inc
Georgia
$21.7K – – –
PTC
75
Private Trust Company
Ohio
$20.1K – – –
1 2
3
4

BGB Hedge Fund Activity: Q1 2026 in Review

80 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Blackstone Strategic Credit 2027 Term Fund (BGB) for Q1 2026, worth a combined $238M — down 1.7% from $242M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BGB and 6 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 29 added.

The largest buyer was Sit Investment Associates, adding an estimated $8.4M. The largest seller was Royal Bank of Canada, cutting an estimated $1.79M.

  • 80 institutional investors held Blackstone Strategic Credit 2027 Term Fund (BGB) as of Q1 2026, down from 89 in Q4 2025.
  • Funds reported $238M of Blackstone Strategic Credit 2027 Term Fund stock for Q1 2026, down 1.7% quarter-over-quarter.
  • 6 funds opened new Blackstone Strategic Credit 2027 Term Fund positions in Q1 2026 and 14 closed out, a net change of -8 holders.
  • The largest Blackstone Strategic Credit 2027 Term Fund buyer in Q1 2026 was Sit Investment Associates, an estimated $8.4M added.
  • The largest Blackstone Strategic Credit 2027 Term Fund seller in Q1 2026 was Royal Bank of Canada, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2026.