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BGB

Blackstone Strategic Credit 2027 Term Fund

35 hedge funds and large institutions have $143M invested in Blackstone Strategic Credit 2027 Term Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

86% more capital invested

Capital invested by funds: $76.9M → $143M (+$66.5M)

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

21% more funds holding

Funds holding: 2935 (+6)

8.32% more ownership

Funds ownership: 9.79%18.11% (+8.3%)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
13
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change

BGB Hedge Fund Activity: Q4 2013 in Review

35 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Blackstone Strategic Credit 2027 Term Fund (BGB) for Q4 2013, worth a combined $143M — up 86% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BGB positions and 6 closed out — a net gain of 6 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Regiment Capital Management, opening a new position worth an estimated $25.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.12M sold.

  • 35 institutional investors held Blackstone Strategic Credit 2027 Term Fund (BGB) as of Q4 2013, up from 29 in Q3 2013.
  • Funds reported $143M of Blackstone Strategic Credit 2027 Term Fund stock for Q4 2013, up 86% quarter-over-quarter.
  • 12 funds opened new Blackstone Strategic Credit 2027 Term Fund positions in Q4 2013 and 6 closed out, a net change of +6 holders.
  • The largest Blackstone Strategic Credit 2027 Term Fund buyer in Q4 2013 was Regiment Capital Management, an estimated $25.6M added.
  • The largest Blackstone Strategic Credit 2027 Term Fund seller in Q4 2013 was JP Morgan Chase, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2013.