BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

95 hedge funds and large institutions have $241M invested in Blackstone Strategic Credit 2027 Term Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
36
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$6.97M
2
Morgan Stanley
Morgan Stanley
New York
$31.2M
3
OCM
Oaktree Capital Management
California
$5.42M
4
CBA
Coastal Bridge Advisors
Connecticut
$42.2M
5
SCM
Saba Capital Management
New York
$2.11M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$18.9M
2
Bank of America
Bank of America
North Carolina
$12.1M
3
SIA
Sit Investment Associates
Minnesota
$14.6M
4
SPIA
Steward Partners Investment Advisory
New York
$1.06M
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
76
Moors & Cabot
Massachusetts
$108K +$108K +10,250 New
GLLW
77
Graves Light Lenhart Wealth
Virginia
$106K – – –
MCC
78
Money Concepts Capital
Florida
$98K +$98K +9,258 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$87K +$24.1K +2,300 +38%
EC
80
Elequin Capital
New York
$82K +$82K +7,752 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$68.2K -$307K -29,045 -82%
HCM
82
Horrell Capital Management
Arkansas
$53K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$38K +$11.3K +1,066 +42%
MRCM
84
M&R Capital Management
New Jersey
$34.4K +$34.4K +3,250 New
PFP
85
Pinnacle Financial Partners
Tennessee
$23.6K – – –
AWM
86
Activest Wealth Management
Florida
$23.4K – – –
PTC
87
Private Trust Company
Ohio
$19K +$3.17K +300 +20%
HNWAG
88
High Net Worth Advisory Group
Florida
$15.9K +$349 +33 +2%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$15.9K +$15.9K +1,500 New
EBA
90
Eagle Bay Advisors
New York
$11.9K -$164K -15,543 -93%
Lazard Asset Management
91
Lazard Asset Management
New York
$10K -$10K – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$5.29K – – –
GI
93
Gradient Investments
Minnesota
$2.91K – – –
CAM
94
Cresset Asset Management
Illinois
$1.21K – – –
HCP
95
Hexagon Capital Partners
Arkansas
$1.06K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$11 +$11 +1 New
SFS
97
Shaker Financial Services
Virginia
– -$993K -93,422 Closed
TCA
98
Transcend Capital Advisors
New Jersey
– -$225K -21,200 Closed
QC
99
Quantedge Capital
Singapore
– -$195K -18,338 Closed
FWM
100
Foresight Wealth Management
Utah
– -$160K -15,082 Closed
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4
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