We are live on ! Find out more
BGB

Blackstone Strategic Credit 2027 Term Fund

92 hedge funds and large institutions have $244M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $241M → $244M (+$2.92M)

0.29% more ownership

Funds ownership: 51.26%51.55% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 9692 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
37
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1
Coastal Bridge Advisors
Connecticut
$43.6M +$1.2M +110,442 +3%
Morgan Stanley
2
Morgan Stanley
New York
$33.1M +$1.81M +165,439 +6%
AW
3
Atlas Wealth
Ohio
$16.5M +$1.22M +112,181 +8%
SIA
4
Sit Investment Associates
Minnesota
$15.2M +$494K +45,310 +3%
Wells Fargo
5
Wells Fargo
California
$11.8M +$425K +38,917 +4%
Bank of America
6
Bank of America
North Carolina
$11.5M -$666K -61,029 -5%
COLIM
7
City of London Investment Management
United Kingdom
$11.1M +$86.3K +7,906 +0.8%
PCM
8
Penserra Capital Management
California
$9.89M +$2.12M +194,052 +26%
RCM
9
Rivernorth Capital Management
Florida
$9.53M -$187K -17,149 -2%
GC
10
Guggenheim Capital
Illinois
$9.07M -$10.2M -937,524 -52%
IWC
11
Integrated Wealth Concepts
Massachusetts
$7.06M +$51.9K +4,761 +0.7%
OCM
12
Oaktree Capital Management
California
$5.45M
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$5.02M +$736K +67,427 +17%
VCM
14
Vivaldi Capital Management
Illinois
$4.33M +$25.6K +2,346 +0.6%
Invesco
15
Invesco
Georgia
$2.77M -$225K -20,591 -7%
NCM
16
Next Capital Management
New York
$2.67M
CIA
17
Capital Investment Advisors
Georgia
$2.62M -$213K -19,477 -7%
UBS Group
18
UBS Group
Switzerland
$2.25M +$40.6K +3,720 +2%
SCM
19
Saba Capital Management
New York
$2.25M +$122K +11,143 +6%
AAM
20
Advisors Asset Management
Colorado
$2.21M -$32.2K -2,950 -1%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$2.16M -$270K -24,750 -11%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$1.96M +$235K +21,500 +13%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$1.95M +$2M +183,284 New
First Trust Advisors
24
First Trust Advisors
Illinois
$1.75M -$463K -42,455 -21%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.72M +$483K +44,268 +38%