BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

96 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, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$9.46M
2
MFG
2
Merit Financial Group
Georgia
$2.11M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.3M
5
AW
5
Atlas Wealth
Ohio
$18.2M

Top Sellers

1
OCM
1
Oaktree Capital Management
California
$0
2
SCM
2
Saba Capital Management
New York
$801K
3
LSC
3
Logan Stone Capital
Illinois
$483K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$45.2M 4,132,622 +36,179 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$35.3M 3,226,108 +114,154 +4%
AW
3
Atlas Wealth
Ohio
$18.2M 1,656,974 +105,415 +7%
SIA
4
Sit Investment Associates
Minnesota
$15.2M 1,386,237 -37,622 -3%
Wells Fargo
5
Wells Fargo
California
$11.4M 1,042,071 -62,745 -6%
COLIM
6
City of London Investment Management
United Kingdom
$11.4M 1,040,208 – –
Bank of America
7
Bank of America
North Carolina
$11.3M 1,038,260 -43,270 -4%
PCM
8
Penserra Capital Management
California
$10.8M 990,580 +61,745 +7%
RCM
9
Rivernorth Capital Management
Florida
$10.2M 936,107 +41,409 +5%
IWC
10
Integrated Wealth Concepts
Massachusetts
$9.46M 865,552 +202,416 +31%
GC
11
Guggenheim Capital
Illinois
$8.69M 795,074 -56,844 -7%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$6.55M 598,913 +127,179 +27%
VCM
13
Vivaldi Capital Management
Illinois
$4.38M 400,365 -5,800 -1%
NCM
14
Next Capital Management
New York
$2.66M 243,125 -7,480 -3%
CIA
15
Capital Investment Advisors
Georgia
$2.55M 232,899 -13,074 -5%
Invesco
16
Invesco
Georgia
$2.37M 217,124 -42,793 -16%
AAM
17
Advisors Asset Management
Colorado
$2.23M 204,405 -3,411 -2%
MFG
18
Merit Financial Group
Georgia
$2.11M 192,608 +192,608 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.01M 183,726 – –
UBS Group
20
UBS Group
Switzerland
$1.96M 179,042 -31,860 -15%
AA
21
AQR Arbitrage
Connecticut
$1.95M 178,704 +63,087 +55%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$1.89M 172,973 -29,539 -15%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$1.78M 162,755 -20,529 -11%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.72M 157,414 -6,777 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.71M 156,686 +23,366 +18%
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