BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

91 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, 36 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
36
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$9.89M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.1M
4
AW
4
Atlas Wealth
Ohio
$16.5M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$43.6M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$9.07M
2
Bank of America
2
Bank of America
North Carolina
$11.5M
3
AC
3
Almitas Capital
California
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.75M
5
MC
5
Meteora Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$43.6M 4,096,443 +110,442 +3%
Morgan Stanley
2
Morgan Stanley
New York
$33.1M 3,111,954 +165,439 +6%
AW
3
Atlas Wealth
Ohio
$16.5M 1,551,559 +112,181 +8%
SIA
4
Sit Investment Associates
Minnesota
$15.2M 1,423,859 +45,310 +3%
Wells Fargo
5
Wells Fargo
California
$11.8M 1,104,816 +38,917 +4%
Bank of America
6
Bank of America
North Carolina
$11.5M 1,081,530 -61,029 -5%
COLIM
7
City of London Investment Management
United Kingdom
$11.1M 1,040,208 +7,906 +0.8%
PCM
8
Penserra Capital Management
California
$9.89M 928,835 +194,052 +26%
RCM
9
Rivernorth Capital Management
Florida
$9.53M 894,698 -17,149 -2%
GC
10
Guggenheim Capital
Illinois
$9.07M 851,918 -937,524 -52%
IWC
11
Integrated Wealth Concepts
Massachusetts
$7.06M 663,136 +4,761 +0.7%
OCM
12
Oaktree Capital Management
California
$5.45M 512,113 – –
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$5.02M 471,734 +67,427 +17%
VCM
14
Vivaldi Capital Management
Illinois
$4.33M 406,165 +2,346 +0.6%
Invesco
15
Invesco
Georgia
$2.77M 259,917 -20,591 -7%
NCM
16
Next Capital Management
New York
$2.67M 250,605 – –
CIA
17
Capital Investment Advisors
Georgia
$2.62M 245,973 -19,477 -7%
UBS Group
18
UBS Group
Switzerland
$2.25M 210,902 +3,720 +2%
SCM
19
Saba Capital Management
New York
$2.25M 210,896 +11,143 +6%
AAM
20
Advisors Asset Management
Colorado
$2.21M 207,816 -2,950 -1%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$2.16M 202,512 -24,750 -11%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$1.96M 183,726 +21,500 +13%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$1.95M 183,284 +183,284 New
First Trust Advisors
24
First Trust Advisors
Illinois
$1.75M 164,191 -42,455 -21%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.72M 161,830 +44,268 +38%
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