BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

99 hedge funds and large institutions have $275M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
33
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$51.4M
2
LPL Financial
LPL Financial
California
$2.85M
3
CBA
Coastal Bridge Advisors
Connecticut
$45.4M
4
TCA
Transcend Capital Advisors
New Jersey
$3.3M
5
TI
Tidal Investments
Wisconsin
$1.2M

Top Sellers

1
AW
Atlas Wealth
Ohio
$0
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$487K
3
VCM
Vivaldi Capital Management
Illinois
$2.91M
4
IWC
Integrated Wealth Concepts
Massachusetts
$7.82M
5
GC
Guggenheim Capital
Illinois
$8.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Nations Financial Group
Iowa
$153K – – –
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$142K – – –
CAS
78
CTC Alternative Strategies
Illinois
$139K +$139K +12,320 New
IAA
79
Ironsides Asset Advisors
North Carolina
$138K -$17.9K -1,580 -11%
TPWM
80
Twelve Points Wealth Management
Massachusetts
$138K -$9.51K -840 -6%
MWM
81
Melfa Wealth Management
Massachusetts
$126K – – –
SCA
82
Snowden Capital Advisors
New York
$126K +$951 +84 +0.8%
BI
83
Bramshill Investments
Florida
$115K – – –
GLLW
84
Graves Light Lenhart Wealth
Virginia
$113K – – –
RF
85
Robbins Farley
New Hampshire
$79.8K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$67.6K -$6.23K -550 -8%
HCM
87
Horrell Capital Management
Arkansas
$57K – – –
Comerica Bank
88
Comerica Bank
Texas
$47.2K -$8.58K -758 -15%
Bessemer Group
89
Bessemer Group
New Jersey
$29K – – –
EC
90
Elequin Capital
New York
$21.1K +$11.1K +977 +110%
PTC
91
Private Trust Company
Ohio
$20.4K – – –
MRCM
92
M&R Capital Management
New Jersey
$18.4K – – –
TC
93
Truvestments Capital
Florida
$11.3K +$11.3K +1,000 New
RIL
94
Rothschild Investment LLC
Illinois
$8.83K +$8.83K +780 New
GI
95
Gradient Investments
Minnesota
$6.85K +$3.74K +330 +120%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$5.66K – – –
HCP
97
Hexagon Capital Partners
Arkansas
$1.13K – – –
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$962 +$962 +85 New
TRCT
99
Tower Research Capital (TRC)
New York
$79 -$4.79K -424 -98%
AW
100
Atlas Wealth
Ohio
– -$18.7M -1,704,047 Closed
1 2 3
4
5