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BGB

Blackstone Strategic Credit 2027 Term Fund

91 hedge funds and large institutions have $247M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

2% less funds holding

Funds holding: 9391 (-2)

5.27% less ownership

Funds ownership: 50.1%44.83% (-5.3%)

7% less capital invested

Capital invested by funds: $266M → $247M (-$19.7M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
34
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1
Coastal Bridge Advisors
Connecticut
$44.6M -$2.37M -195,402 -5%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M -$336K -27,747 -1%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$23.3M +$3.05M +251,419 +15%
Wells Fargo
4
Wells Fargo
California
$22.5M +$4.85M +400,047 +28%
Bank of America
5
Bank of America
North Carolina
$14.1M +$693K +57,172 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$10.5M +$903K +74,478 +10%
RCM
7
Rivernorth Capital Management
Florida
$10.1M -$1.47M -121,183 -13%
GC
8
Guggenheim Capital
Illinois
$8.46M -$1.7M -140,538 -17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.46M +$940K +77,551 +13%
TCA
10
Transcend Capital Advisors
New Jersey
$6.8M +$1.24M +102,443 +23%
IWC
11
Integrated Wealth Concepts
Massachusetts
$6.25M -$542K -44,708 -8%
AAM
12
Advisors Asset Management
Colorado
$5.53M +$2.08M +171,790 +62%
PCM
13
Penserra Capital Management
California
$4.77M -$9.04M -745,573 -66%
COLIM
14
City of London Investment Management
United Kingdom
$4.02M -$208K -17,185 -5%
UBS Group
15
UBS Group
Switzerland
$2.94M +$578K +47,708 +25%
MFG
16
Merit Financial Group
Georgia
$2.84M -$149K -12,272 -5%
CAM
17
Cresset Asset Management
Illinois
$2.8M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.72M +$274K +22,625 +11%
CIA
19
Capital Investment Advisors
Georgia
$2.69M -$28.1K -2,317 -1%
LPL Financial
20
LPL Financial
California
$2.4M +$36.7K +3,030 +2%
Invesco
21
Invesco
Georgia
$2.27M +$594K +49,029 +36%
RJA
22
Raymond James & Associates
Florida
$2.21M +$197K +16,240 +10%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.12M -$139K -11,500 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.08M -$63.1K -5,209 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.99M +$14.2K +1,171 +0.7%