BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

92 hedge funds and large institutions have $266M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
26
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
+$20.5M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.62M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$4.51M
4
Wells Fargo
Wells Fargo
California
+$2.82M
5
CAM
Cresset Asset Management
Illinois
+$1.35M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$7.83M
2
Morgan Stanley
Morgan Stanley
New York
-$5.25M
3
SIA
Sit Investment Associates
Minnesota
-$3.18M
4
AGM
Alpine Global Management
New York
-$2.15M
5
CBA
Coastal Bridge Advisors
Connecticut
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$45.4M -$1.41M -118,252 -3%
Morgan Stanley
2
Morgan Stanley
New York
$22.9M -$5.25M -441,272 -19%
AW
3
Atlas Wealth
Ohio
$20.5M +$20.5M +1,694,161 New
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$19.5M +$4.51M +379,110 +30%
Wells Fargo
5
Wells Fargo
California
$17M +$2.82M +237,129 +20%
PCM
6
Penserra Capital Management
California
$13.5M +$299K +25,176 +2%
Bank of America
7
Bank of America
North Carolina
$12.9M -$928K -78,030 -7%
RCM
8
Rivernorth Capital Management
Florida
$11.2M -$380K -31,920 -3%
GC
9
Guggenheim Capital
Illinois
$9.84M +$143K +12,032 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
$9.27M +$4.62M +389,368 +99%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.24M +$714K +60,037 +11%
IWC
12
Integrated Wealth Concepts
Massachusetts
$6.56M -$609K -51,260 -8%
TCA
13
Transcend Capital Advisors
New Jersey
$5.35M +$738K +62,098 +16%
COLIM
14
City of London Investment Management
United Kingdom
$4.08M -$7.83M -658,547 -66%
AAM
15
Advisors Asset Management
Colorado
$3.29M +$342K +28,724 +12%
MFG
16
Merit Financial Group
Georgia
$2.89M -$80.6K -6,777 -3%
CAM
17
Cresset Asset Management
Illinois
$2.7M +$1.35M +113,540 +100%
CIA
18
Capital Investment Advisors
Georgia
$2.62M -$78.3K -6,585 -3%
NCM
19
Next Capital Management
New York
$2.49M -$311K -26,125 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.36M +$245K +20,575 +12%
LPL Financial
21
LPL Financial
California
$2.28M -$1.22M -102,954 -35%
VCM
22
Vivaldi Capital Management
Illinois
$2.28M -$343K -28,843 -13%
UBS Group
23
UBS Group
Switzerland
$2.27M -$27.8K -2,341 -1%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.19M – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.07M +$210K +17,665 +11%
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