BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

86 hedge funds and large institutions have $257M invested in Blackstone Strategic Credit 2027 Term Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
19
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$25.8M
2
PPA
2
Parametric Portfolio Associates
Washington
$7.18M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.59M
4
GC
4
Guggenheim Capital
Illinois
$26.3M
5
SFS
5
Shaker Financial Services
Virginia
$3.74M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$3.04M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$863K
4
Wells Fargo
4
Wells Fargo
California
$12.3M
5
RCM
5
Rivernorth Capital Management
Florida
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$44.7M 3,314,862 -51,565 -2%
GC
2
Guggenheim Capital
Illinois
$26.3M 1,948,187 +101,181 +5%
SIA
3
Sit Investment Associates
Minnesota
$25.8M 1,912,769 +1,243,968 +186%
Morgan Stanley
4
Morgan Stanley
New York
$24.9M 1,848,354 +6,698 +0.4%
Bank of America
5
Bank of America
North Carolina
$23M 1,706,533 -79,375 -4%
RCM
6
Rivernorth Capital Management
Florida
$14.2M 1,055,037 -91,425 -8%
Wells Fargo
7
Wells Fargo
California
$12.3M 912,688 -118,336 -11%
PCM
8
Penserra Capital Management
California
$12.2M 900,809 +12,492 +1%
PPA
9
Parametric Portfolio Associates
Washington
$7.18M 531,931 +204,802 +63%
RJA
10
Raymond James & Associates
Florida
$5.8M 429,751 -57,071 -12%
UBS Group
11
UBS Group
Switzerland
$4.98M 369,042 +5,916 +2%
SFS
12
Shaker Financial Services
Virginia
$3.74M 277,478 +80,019 +41%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$3.67M 272,174 +5,956 +2%
SCM
14
Saba Capital Management
New York
$3.04M 224,954 -1,249,732 -85%
Stifel Financial
15
Stifel Financial
Missouri
$2.71M 200,836 -19,875 -9%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.68M 198,668 +1,551 +0.8%
CIA
17
Capital Investment Advisors
Georgia
$2.6M 192,718 -12,240 -6%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$2.59M 192,063 +192,063 New
SPIA
19
Steward Partners Investment Advisory
New York
$2.41M 178,806 +14,252 +9%
Invesco
20
Invesco
Georgia
$2.2M 163,394 +30,504 +23%
FM
21
Family Management
New York
$1.64M 121,300 -351 -0.3%
COLIM
22
City of London Investment Management
United Kingdom
$1.63M 121,129 – –
MFW
23
Meristem Family Wealth
Minnesota
$1.53M 113,540 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.44M 107,011 +7,532 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.23M 90,950 -2,335 -3%
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