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BGB

Blackstone Strategic Credit 2027 Term Fund

59 hedge funds and large institutions have $299M invested in Blackstone Strategic Credit 2027 Term Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 5359 (+6)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

0.63% less ownership

Funds ownership: 42.7%42.07% (-0.63%)

1% less capital invested

Capital invested by funds: $303M → $299M (-$4.43M)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
18
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$47.7M +$1.92M +121,158 +4%
Bank of America
2
Bank of America
North Carolina
$43.9M +$10.3M +649,841 +31%
CBA
3
Coastal Bridge Advisors
Connecticut
$39.1M +$3.39M +213,473 +9%
Morgan Stanley
4
Morgan Stanley
New York
$26.3M -$626K -39,421 -2%
UBS Group
5
UBS Group
Switzerland
$21.8M +$210K +13,216 +1%
OHA
6
Oak Hill Advisors
New York
$16.7M -$2.73M -172,116 -14%
GC
7
Guggenheim Capital
Illinois
$13.9M -$1.9M -119,953 -12%
Invesco
8
Invesco
Georgia
$13.7M +$1.84M +116,153 +15%
Wells Fargo
9
Wells Fargo
California
$10.4M -$2.95M -185,684 -22%
Bessemer Group
10
Bessemer Group
New Jersey
$8.48M -$4.18M -263,000 -33%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.65M +$222K +13,951 +4%
VIA
12
Vident Investment Advisory
Georgia
$5.64M +$123K +7,718 +2%
CIA
13
Capital Investment Advisors
Georgia
$5.49M -$92.8K -5,842 -2%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$4.29M -$3.98M -250,410 -48%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.7M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.67M -$106K -6,646 -3%
RCM
17
Robinson Capital Management
Michigan
$3.34M +$1.08M +67,950 +47%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$2.93M +$668K +42,040 +29%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.58M +$257K +16,212 +11%
CWM
20
Cornerstone Wealth Management
Missouri
$2M +$500K +31,480 New
RJA
21
Raymond James & Associates
Florida
$1.98M +$78.2K +4,926 +4%
PPA
22
Parametric Portfolio Associates
Washington
$1.92M -$2.96M -186,203 -61%
Stifel Financial
23
Stifel Financial
Missouri
$1.55M +$17.4K +1,095 +1%
SAM
24
Selway Asset Management
$1.43M -$271K -17,060 -16%
Citigroup
25
Citigroup
New York
$1.07M +$575K +36,189 +114%