BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

56 hedge funds and large institutions have $298M invested in Blackstone Strategic Credit 2027 Term Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
5
Increased
24
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.1M
2
UBS Group
2
UBS Group
Switzerland
$23.1M
3
CBA
3
Coastal Bridge Advisors
Connecticut
$40.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$49M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.4M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
RCM
2
Robinson Capital Management
Michigan
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$6.07M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
CIA
5
Capital Investment Advisors
Georgia
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.1M 3,085,412 +311,001 +11%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49M 3,079,015 +62,333 +2%
CBA
3
Coastal Bridge Advisors
Connecticut
$40.5M 2,547,467 +71,391 +3%
Morgan Stanley
4
Morgan Stanley
New York
$27.4M 1,721,065 +58,726 +4%
UBS Group
5
UBS Group
Switzerland
$23.1M 1,454,937 +75,155 +5%
OHA
6
Oak Hill Advisors
New York
$16.8M 1,057,036 – –
GC
7
Guggenheim Capital
Illinois
$14.1M 883,697 +4,536 +0.5%
Invesco
8
Invesco
Georgia
$13.6M 857,544 -9,027 -1%
Wells Fargo
9
Wells Fargo
California
$10.4M 655,682 -3,963 -0.6%
Bessemer Group
10
Bessemer Group
New Jersey
$6.07M 381,586 -154,600 -29%
VIA
11
Vident Investment Advisory
Georgia
$5.92M 372,218 +15,219 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.57M 350,552 -6,689 -2%
CIA
13
Capital Investment Advisors
Georgia
$5.22M 328,447 -19,077 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.78M 237,487 +5,582 +2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.72M 234,000 – –
WWM
16
Wagner Wealth Management
South Carolina
$3.32M 208,880 +23,630 +13%
First Trust Advisors
17
First Trust Advisors
Illinois
$2.68M 168,587 +5,266 +3%
CWM
18
Cornerstone Wealth Management
Missouri
$2M 32,160 +680 +2%
RJA
19
Raymond James & Associates
Florida
$1.87M 117,870 -7,551 -6%
Stifel Financial
20
Stifel Financial
Missouri
$1.67M 105,053 +7,330 +8%
SAM
21
Selway Asset Management
$1.44M 90,275 – –
Citigroup
22
Citigroup
New York
$986K 62,011 -5,850 -9%
SFWA
23
Summit Financial Wealth Advisors
Louisiana
$884K 57,025 +10,550 +23%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$801K 50,385 -2,651 -5%
BTS
25
BB&T Securities
Virginia
$695K 43,738 -11,590 -21%
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