BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

98 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, 34 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
34
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
1
Advisor Partners II
California
$3.75M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.18M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.83M
4
AGM
4
Alpine Global Management
New York
$1.07M
5
TCA
5
Transcend Capital Advisors
New Jersey
$1.26M

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$42.1M
2
SCA
2
Snowden Capital Advisors
New York
$121K
3
Morgan Stanley
3
Morgan Stanley
New York
$34.9M
4
LSC
4
Logan Stone Capital
Illinois
$0
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$9.04M
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$42.1M 3,829,558 -303,064 -7%
Morgan Stanley
2
Morgan Stanley
New York
$34.9M 3,175,127 -50,981 -2%
AW
3
Atlas Wealth
Ohio
$18.7M 1,704,047 +47,073 +3%
SIA
4
Sit Investment Associates
Minnesota
$15.4M 1,397,757 +11,520 +0.8%
Bank of America
5
Bank of America
North Carolina
$11.7M 1,068,561 +30,301 +3%
COLIM
6
City of London Investment Management
United Kingdom
$11.4M 1,040,208 – –
Wells Fargo
7
Wells Fargo
California
$11.4M 1,038,762 -3,309 -0.3%
PCM
8
Penserra Capital Management
California
$11.1M 1,005,896 +15,316 +2%
RCM
9
Rivernorth Capital Management
Florida
$10.1M 923,412 -12,695 -1%
GC
10
Guggenheim Capital
Illinois
$9.16M 833,590 +38,516 +5%
IWC
11
Integrated Wealth Concepts
Massachusetts
$9.04M 822,717 -42,835 -5%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$7.83M 712,818 +113,905 +19%
VCM
13
Vivaldi Capital Management
Illinois
$4.41M 401,004 +639 +0.2%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.18M 379,789 +307,005 +422%
API
15
Advisor Partners II
California
$3.75M 341,373 +341,373 New
MFG
16
Merit Financial Group
Georgia
$2.72M 247,488 +54,880 +28%
NCM
17
Next Capital Management
New York
$2.62M 238,364 -4,761 -2%
CIA
18
Capital Investment Advisors
Georgia
$2.49M 226,582 -6,317 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.48M 225,764 +69,078 +44%
Invesco
20
Invesco
Georgia
$2.41M 219,420 +2,296 +1%
AAM
21
Advisors Asset Management
Colorado
$2.24M 203,597 -808 -0.4%
UBS Group
22
UBS Group
Switzerland
$2.17M 197,338 +18,296 +10%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.02M 183,726 – –
AA
24
AQR Arbitrage
Connecticut
$1.8M 164,159 -14,545 -8%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.69M 153,850 +14,615 +10%
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