BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

87 hedge funds and large institutions have $225M invested in Blackstone Strategic Credit 2027 Term Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
26
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$30.2M
2
CBA
Coastal Bridge Advisors
Connecticut
$42.3M
3
OCM
Oaktree Capital Management
California
$3.91M
4
COLIM
City of London Investment Management
United Kingdom
$5.43M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.31M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$1M
2
Bank of America
Bank of America
North Carolina
$17.4M
3
SIA
Sit Investment Associates
Minnesota
$17.2M
4
CAM
Cidel Asset Management
Ontario, Canada
$0
5
GC
Guggenheim Capital
Illinois
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$86K – – –
HCM
77
Horrell Capital Management
Arkansas
$56K – – –
SWM
78
SeaCrest Wealth Management
New York
$29K +$29K +2,615 New
Bessemer Group
79
Bessemer Group
New Jersey
$28K – – –
PFP
80
Pinnacle Financial Partners
Tennessee
$25K – – –
WWM
81
Wagner Wealth Management
South Carolina
$25K +$25K +2,200 New
HNWAG
82
High Net Worth Advisory Group
Florida
$16K +$255 +23 +2%
CHA
83
Carmichael Hill & Associates
Maryland
$15K – – –
PTC
84
Private Trust Company
Ohio
$13K +$13K +1,200 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$6K – – –
GI
86
Gradient Investments
Minnesota
$3K – – –
IA
87
IFP Advisors
Florida
$1K – – –
HCP
88
Hexagon Capital Partners
Arkansas
$1K +$1K +100 New
LB
89
Leo Brokerage
Texas
– -$348K -26,678 Closed
SWM
90
Spire Wealth Management
Virginia
– -$329K -25,220 Closed
AAS
91
Ameritas Advisory Services
Nebraska
– -$305K -23,381 Closed
WI
92
Wintrust Investments
Illinois
– -$131K -10,055 Closed
FAG
93
Fortitude Advisory Group
Washington
– -$45K -3,425 Closed
WB
94
Webster Bank
Connecticut
– -$16K -1,207 Closed
MCC
95
Money Concepts Capital
Florida
– -$3K -200 Closed
CAM
96
Cidel Asset Management
Ontario, Canada
– -$907K – –
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