BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

95 hedge funds and large institutions have $241M invested in Blackstone Strategic Credit 2027 Term Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
36
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$15.2M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$6.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.2M
4
OCM
4
Oaktree Capital Management
California
$5.42M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$42.2M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$18.9M
2
Bank of America
2
Bank of America
North Carolina
$12.1M
3
SIA
3
Sit Investment Associates
Minnesota
$14.6M
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.06M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$42.2M 3,986,001 +114,965 +3%
Morgan Stanley
2
Morgan Stanley
New York
$31.2M 2,946,515 +269,042 +10%
GC
3
Guggenheim Capital
Illinois
$18.9M 1,789,442 -256,460 -13%
AW
4
Atlas Wealth
Ohio
$15.2M 1,439,378 +1,439,378 New
SIA
5
Sit Investment Associates
Minnesota
$14.6M 1,378,549 -131,299 -9%
Bank of America
6
Bank of America
North Carolina
$12.1M 1,142,559 -236,965 -17%
Wells Fargo
7
Wells Fargo
California
$11.3M 1,065,899 +29,342 +3%
COLIM
8
City of London Investment Management
United Kingdom
$10.9M 1,032,302 +43,727 +4%
RCM
9
Rivernorth Capital Management
Florida
$9.65M 911,847 -13,082 -1%
PCM
10
Penserra Capital Management
California
$7.77M 734,783 +66,021 +10%
IWC
11
Integrated Wealth Concepts
Massachusetts
$6.97M 658,375 +658,375 New
OCM
12
Oaktree Capital Management
California
$5.42M 512,113 +123,070 +32%
VCM
13
Vivaldi Capital Management
Illinois
$4.33M 403,819 +25,128 +7%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$4.28M 404,307 +18,200 +5%
Invesco
15
Invesco
Georgia
$2.97M 280,508 +7,797 +3%
CIA
16
Capital Investment Advisors
Georgia
$2.81M 265,450 -48,461 -15%
NCM
17
Next Capital Management
New York
$2.65M 250,605 +29,536 +13%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$2.4M 227,262 -50,984 -18%
AAM
19
Advisors Asset Management
Colorado
$2.23M 210,766 +21,078 +11%
UBS Group
20
UBS Group
Switzerland
$2.19M 207,182 +15,535 +8%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.19M 206,646 -743 -0.4%
SCM
22
Saba Capital Management
New York
$2.11M 199,753 +87,346 +78%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$1.72M 162,226 +6,000 +4%
IA
24
Icon Advisers
Colorado
$1.68M 158,826 +22,000 +16%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.43M 135,598 +63,841 +89%
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