BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

93 hedge funds and large institutions have $257M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
32
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.88M
3
GC
Guggenheim Capital
Illinois
+$1.2M
4
TCA
Transcend Capital Advisors
New Jersey
+$1.14M
5
CA
Cetera Advisors
Colorado
+$987K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
SIA
Sit Investment Associates
Minnesota
-$11.5M
3
AA
AQR Arbitrage
Connecticut
-$1.88M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.04M
5
LCM
Landscape Capital Management
New Jersey
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$153K +$153K +13,905 New
PWM
77
Perigon Wealth Management
California
$151K +$151K +12,712 New
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$149K – – –
TPWM
79
Twelve Points Wealth Management
Massachusetts
$145K – – –
MWM
80
Melfa Wealth Management
Massachusetts
$133K – – –
Bank of New York Mellon
81
Bank of New York Mellon
New York
$119K +$119K +10,003 New
GLLW
82
Graves Light Lenhart Wealth
Virginia
$119K – – –
RF
83
Robbins Farley
New Hampshire
$83.9K – – –
Comerica Bank
84
Comerica Bank
Texas
$65.5K +$15.9K +1,338 +32%
HCM
85
Horrell Capital Management
Arkansas
$60K – – –
EBA
86
Eagle Bay Advisors
New York
$33.3K +$33.3K +2,800 New
Bessemer Group
87
Bessemer Group
New Jersey
$30K – – –
CA
88
CoreCap Advisors
Michigan
$23.8K +$23.8K +2,000 New
PTC
89
Private Trust Company
Ohio
$21.4K – – –
RIL
90
Rothschild Investment LLC
Illinois
$9.28K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$5.95K – – –
HCP
92
Hexagon Capital Partners
Arkansas
$1.19K – – –
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$1.01K – – –
AA
94
AQR Arbitrage
Connecticut
– -$1.88M -166,112 Closed
LCM
95
Landscape Capital Management
New Jersey
– -$1.04M -92,034 Closed
AC
96
Almitas Capital
California
– -$907K -80,158 Closed
HWAM
97
Hennion & Walsh Asset Management
New Jersey
– -$822K -72,595 Closed
FFP
98
FourThought Financial Partners
Florida
– -$687K -60,676 Closed
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
– -$321K -28,333 Closed
BW
100
Bison Wealth
Georgia
– -$308K -27,229 Closed
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