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BGB

Blackstone Strategic Credit 2027 Term Fund

99 hedge funds and large institutions have $261M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

2% more funds holding

Funds holding: 9799 (+2)

1.36% more ownership

Funds ownership: 51.84%53.2% (+1.4%)

3% more capital invested

Capital invested by funds: $253M → $261M (+$8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
35
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
$42.1M -$3.36M -303,064 -7%
Morgan Stanley
2
Morgan Stanley
New York
$34.9M -$565K -50,981 -2%
AW
3
Atlas Wealth
Ohio
$18.7M +$521K +47,073 +3%
SIA
4
Sit Investment Associates
Minnesota
$15.4M +$128K +11,520 +0.8%
Bank of America
5
Bank of America
North Carolina
$11.7M +$336K +30,301 +3%
COLIM
6
City of London Investment Management
United Kingdom
$11.4M
Wells Fargo
7
Wells Fargo
California
$11.4M -$36.6K -3,309 -0.3%
PCM
8
Penserra Capital Management
California
$11.1M +$170K +15,316 +2%
RCM
9
Rivernorth Capital Management
Florida
$10.1M -$141K -12,695 -1%
GC
10
Guggenheim Capital
Illinois
$9.16M +$427K +38,516 +5%
IWC
11
Integrated Wealth Concepts
Massachusetts
$9.04M -$474K -42,835 -5%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$7.83M +$1.26M +113,905 +19%
VCM
13
Vivaldi Capital Management
Illinois
$4.41M +$7.08K +639 +0.2%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.17M +$3.4M +307,005 +422%
API
15
Advisor Partners II
California
$3.75M +$3.78M +341,373 New
MFG
16
Merit Financial Group
Georgia
$2.72M +$608K +54,880 +28%
NCM
17
Next Capital Management
New York
$2.62M -$52.7K -4,761 -2%
CIA
18
Capital Investment Advisors
Georgia
$2.49M -$70K -6,317 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.48M +$765K +69,078 +44%
Invesco
20
Invesco
Georgia
$2.41M +$25.4K +2,296 +1%
AAM
21
Advisors Asset Management
Colorado
$2.24M -$8.95K -808 -0.4%
UBS Group
22
UBS Group
Switzerland
$2.17M +$203K +18,296 +10%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.02M
AA
24
AQR Arbitrage
Connecticut
$1.8M -$161K -14,545 -8%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.69M +$162K +14,615 +10%