BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

99 hedge funds and large institutions have $275M invested in Blackstone Strategic Credit 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
33
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$13.6M
3
LPL Financial
3
LPL Financial
California
$2.85M
4
CBA
4
Coastal Bridge Advisors
Connecticut
$45.4M
5
TCA
5
Transcend Capital Advisors
New Jersey
$3.3M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$487K
3
VCM
3
Vivaldi Capital Management
Illinois
$2.91M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$7.82M
5
GC
5
Guggenheim Capital
Illinois
$8.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.4M 4,544,660 +1,369,533 +43%
CBA
2
Coastal Bridge Advisors
Connecticut
$45.4M 4,012,202 +182,644 +5%
SIA
3
Sit Investment Associates
Minnesota
$15.7M 1,388,670 -9,087 -0.7%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$13.6M 1,205,589 +1,205,589 New
Bank of America
5
Bank of America
North Carolina
$12.7M 1,124,425 +55,864 +5%
Wells Fargo
6
Wells Fargo
California
$12.6M 1,115,569 +76,807 +7%
PCM
7
Penserra Capital Management
California
$12.2M 1,080,697 +74,801 +7%
COLIM
8
City of London Investment Management
United Kingdom
$11.8M 1,040,208 – –
RCM
9
Rivernorth Capital Management
Florida
$11M 973,294 +49,882 +5%
GC
10
Guggenheim Capital
Illinois
$8.09M 714,676 -118,914 -14%
IWC
11
Integrated Wealth Concepts
Massachusetts
$7.82M 690,942 -131,775 -16%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.36M 385,674 +5,885 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.61M 318,521 +92,757 +41%
TCA
14
Transcend Capital Advisors
New Jersey
$3.3M 291,854 +177,166 +154%
MFG
15
Merit Financial Group
Georgia
$2.96M 261,812 +14,324 +6%
VCM
16
Vivaldi Capital Management
Illinois
$2.91M 250,817 -150,187 -37%
LPL Financial
17
LPL Financial
California
$2.85M 252,186 +223,521 +780%
NCM
18
Next Capital Management
New York
$2.68M 236,459 -1,905 -0.8%
CIA
19
Capital Investment Advisors
Georgia
$2.67M 235,696 +9,114 +4%
UBS Group
20
UBS Group
Switzerland
$2.2M 194,703 -2,635 -1%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.08M 183,726 – –
AGM
22
Alpine Global Management
New York
$2.04M 180,556 +82,933 +85%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$1.96M 172,803 +22,438 +15%
AAM
24
Advisors Asset Management
Colorado
$1.94M 171,804 -31,793 -16%
AA
25
AQR Arbitrage
Connecticut
$1.88M 166,112 +1,953 +1%
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