BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

90 hedge funds and large institutions have $246M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
33
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.3M
3
AAM
3
Advisors Asset Management
Colorado
$5.53M
4
TCA
4
Transcend Capital Advisors
New Jersey
$6.8M
5
SFS
5
Shaker Financial Services
Virginia
$1.1M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
PCM
2
Penserra Capital Management
California
$4.77M
3
CBA
3
Coastal Bridge Advisors
Connecticut
$44.6M
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
GC
5
Guggenheim Capital
Illinois
$8.46M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
76
Concurrent Investment Advisors
Florida
$136K 11,002 -393 -3%
GLLW
77
Graves Light Lenhart Wealth
Virginia
$123K 10,000 – –
Comerica Bank
78
Comerica Bank
Texas
$94.2K 7,650 +2,587 +51%
RF
79
Robbins Farley
New Hampshire
$78.2K 6,346 +233 +4%
CA
80
CoreCap Advisors
Michigan
$64.1K 5,200 +1,700 +49%
HCM
81
Horrell Capital Management
Arkansas
$62K 5,000 – –
EBA
82
Eagle Bay Advisors
New York
$34.5K 2,800 – –
Bessemer Group
83
Bessemer Group
New Jersey
$31K 2,532 – –
PTC
84
Private Trust Company
Ohio
$22.2K 1,800 – –
FFA
85
Farther Finance Advisors
California
$13.6K 1,100 +1,100 New
RIL
86
Rothschild Investment LLC
Illinois
$9.61K 780 – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$6.16K 500 – –
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$4.93K 400 – –
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$1.05K 85 – –
TRCT
90
Tower Research Capital (TRC)
New York
$86 7 -6 -46%
AW
91
Atlas Wealth
Ohio
– – -1,694,161 Closed
VCM
92
Vivaldi Capital Management
Illinois
– – -191,462 Closed
RP
93
Riverbridge Partners
Minnesota
– – -77,293 Closed
VEA
94
Virtus ETF Advisers
New York
– – -62,515 Closed
Cerity Partners
95
Cerity Partners
New York
– – -44,500 Closed
STA
96
Summit Trail Advisors
New York
– – -21,000 Closed
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
– – -15,019 Closed
DWM
98
Diversify Wealth Management
Utah
– – -15,000 Closed
BI
99
Bramshill Investments
Florida
– – -6,961 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
– – -1,934 Closed
1 2 3
4
5