BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

96 hedge funds and large institutions have $253M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
$9.46M
2
MFG
Merit Financial Group
Georgia
$2.11M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$6.55M
4
Morgan Stanley
Morgan Stanley
New York
$35.3M
5
AW
Atlas Wealth
Ohio
$18.2M

Top Sellers

1
OCM
Oaktree Capital Management
California
$0
2
SCM
Saba Capital Management
New York
$801K
3
LSC
Logan Stone Capital
Illinois
$483K
4
WAM
Wolverine Asset Management
Illinois
$0
5
Wells Fargo
Wells Fargo
California
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWM
76
Twelve Points Wealth Management
Massachusetts
$147K – – –
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$137K – – –
IAA
78
Ironsides Asset Advisors
North Carolina
$134K +$24.1K +2,226 +22%
BRWA
79
B. Riley Wealth Advisors
Florida
$132K – – –
JSL
80
JT Stratford LLC
Georgia
$131K – – –
MWM
81
Melfa Wealth Management
Massachusetts
$122K +$122K +11,167 New
Walleye Capital
82
Walleye Capital
New York
$115K +$115K +10,493 New
GLLW
83
Graves Light Lenhart Wealth
Virginia
$109K – – –
MC
84
Meteora Capital
Florida
$109K +$109K +10,000 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$64.4K -$9.4K -860 -13%
HCM
86
Horrell Capital Management
Arkansas
$55K – – –
Bessemer Group
87
Bessemer Group
New Jersey
$44K +$3.79K +342 +9%
PFP
88
Pinnacle Financial Partners
Tennessee
$24.4K – – –
PTC
89
Private Trust Company
Ohio
$19.7K – – –
MRCM
90
M&R Capital Management
New Jersey
$17.8K – – –
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$16.4K – – –
EBA
92
Eagle Bay Advisors
New York
$6.06K – – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$5.47K – – –
GI
94
Gradient Investments
Minnesota
$3.01K – – –
HCP
95
Hexagon Capital Partners
Arkansas
$1.09K – – –
TRCT
96
Tower Research Capital (TRC)
New York
$175 +$109 +10 +167%
OCM
97
Oaktree Capital Management
California
– -$5.45M -512,113 Closed
WAM
98
Wolverine Asset Management
Illinois
– -$730K -68,518 Closed
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
– -$213K -20,000 Closed
FM
100
Family Management
New York
– -$155K -14,570 Closed
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4
5