BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

93 hedge funds and large institutions have $257M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
32
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.88M
3
GC
Guggenheim Capital
Illinois
+$1.2M
4
TCA
Transcend Capital Advisors
New Jersey
+$1.14M
5
CA
Cetera Advisors
Colorado
+$987K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.9M
2
SIA
Sit Investment Associates
Minnesota
-$11.5M
3
AA
AQR Arbitrage
Connecticut
-$1.88M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.04M
5
LCM
Landscape Capital Management
New Jersey
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$46.9M -$893K -75,040 -2%
Morgan Stanley
2
Morgan Stanley
New York
$28.2M -$25.9M -2,179,007 -48%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$15M +$660K +55,453 +5%
Wells Fargo
4
Wells Fargo
California
$14.2M +$916K +76,933 +7%
Bank of America
5
Bank of America
North Carolina
$13.8M +$448K +37,678 +3%
PCM
6
Penserra Capital Management
California
$13.2M +$322K +27,072 +3%
COLIM
7
City of London Investment Management
United Kingdom
$11.9M -$455K -38,223 -4%
RCM
8
Rivernorth Capital Management
Florida
$11.6M – – –
GC
9
Guggenheim Capital
Illinois
$9.7M +$1.2M +100,529 +14%
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.18M -$1.04M -87,556 -13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.53M +$2.74M +230,363 +72%
SIA
12
Sit Investment Associates
Minnesota
$5M -$11.5M -968,195 -70%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.67M +$81K +6,807 +2%
TCA
14
Transcend Capital Advisors
New Jersey
$4.61M +$1.14M +95,615 +33%
LPL Financial
15
LPL Financial
California
$3.51M +$509K +42,814 +17%
MFG
16
Merit Financial Group
Georgia
$2.97M -$146K -12,272 -5%
AAM
17
Advisors Asset Management
Colorado
$2.95M +$910K +76,499 +45%
NCM
18
Next Capital Management
New York
$2.8M -$9.82K -825 -0.3%
CIA
19
Capital Investment Advisors
Georgia
$2.7M -$104K -8,721 -4%
VCM
20
Vivaldi Capital Management
Illinois
$2.64M -$366K -30,512 -12%
UBS Group
21
UBS Group
Switzerland
$2.3M -$20.2K -1,697 -0.9%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.19M – – –
AGM
23
Alpine Global Management
New York
$2.15M – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.11M +$1.88M +158,015 +812%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$1.99M -$64.9K -5,457 -3%
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