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BGB

Blackstone Strategic Credit 2027 Term Fund

97 hedge funds and large institutions have $253M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 9297 (+5)

4% more capital invested

Capital invested by funds: $244M → $253M (+$9.13M)

0.29% more ownership

Funds ownership: 51.55%51.84% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
30
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1
Coastal Bridge Advisors
Connecticut
$45.2M +$386K +36,179 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$35.3M +$1.22M +114,154 +4%
AW
3
Atlas Wealth
Ohio
$18.2M +$1.12M +105,415 +7%
SIA
4
Sit Investment Associates
Minnesota
$15.2M -$401K -37,622 -3%
Wells Fargo
5
Wells Fargo
California
$11.4M -$669K -62,745 -6%
COLIM
6
City of London Investment Management
United Kingdom
$11.4M
Bank of America
7
Bank of America
North Carolina
$11.3M -$462K -43,270 -4%
PCM
8
Penserra Capital Management
California
$10.8M +$659K +61,745 +7%
RCM
9
Rivernorth Capital Management
Florida
$10.2M +$442K +41,409 +5%
IWC
10
Integrated Wealth Concepts
Massachusetts
$9.46M +$2.16M +202,416 +31%
GC
11
Guggenheim Capital
Illinois
$8.69M -$607K -56,844 -7%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$6.55M +$1.36M +127,179 +27%
VCM
13
Vivaldi Capital Management
Illinois
$4.38M -$61.9K -5,800 -1%
NCM
14
Next Capital Management
New York
$2.66M -$79.8K -7,480 -3%
CIA
15
Capital Investment Advisors
Georgia
$2.55M -$140K -13,074 -5%
Invesco
16
Invesco
Georgia
$2.37M -$457K -42,793 -16%
AAM
17
Advisors Asset Management
Colorado
$2.23M -$36.4K -3,411 -2%
MFG
18
Merit Financial Group
Georgia
$2.11M +$2.06M +192,608 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.01M
UBS Group
20
UBS Group
Switzerland
$1.96M -$340K -31,860 -15%
AA
21
AQR Arbitrage
Connecticut
$1.95M +$673K +63,087 +55%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$1.89M -$315K -29,539 -15%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$1.78M -$219K -20,529 -11%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.72M -$72.3K -6,777 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.71M +$249K +23,366 +18%