BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

90 hedge funds and large institutions have $246M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
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
33
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.3M
3
AAM
3
Advisors Asset Management
Colorado
$5.53M
4
TCA
4
Transcend Capital Advisors
New Jersey
$6.8M
5
SFS
5
Shaker Financial Services
Virginia
$1.1M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
PCM
2
Penserra Capital Management
California
$4.77M
3
CBA
3
Coastal Bridge Advisors
Connecticut
$44.6M
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
GC
5
Guggenheim Capital
Illinois
$8.46M
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$44.6M 3,623,508 -195,402 -5%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M 1,896,634 -27,747 -1%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$23.3M 1,891,571 +251,419 +15%
Wells Fargo
4
Wells Fargo
California
$22.5M 1,829,678 +400,047 +28%
Bank of America
5
Bank of America
North Carolina
$14.1M 1,141,245 +57,172 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$10.5M 856,327 +74,478 +10%
RCM
7
Rivernorth Capital Management
Florida
$10.1M 820,191 -121,183 -13%
GC
8
Guggenheim Capital
Illinois
$8.46M 686,699 -140,538 -17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.46M 686,472 +77,551 +13%
TCA
10
Transcend Capital Advisors
New Jersey
$6.8M 552,010 +102,443 +23%
IWC
11
Integrated Wealth Concepts
Massachusetts
$6.25M 507,418 -44,708 -8%
AAM
12
Advisors Asset Management
Colorado
$5.53M 448,817 +171,790 +62%
PCM
13
Penserra Capital Management
California
$4.77M 387,372 -745,573 -66%
COLIM
14
City of London Investment Management
United Kingdom
$4.02M 326,253 -17,185 -5%
UBS Group
15
UBS Group
Switzerland
$2.94M 238,373 +47,708 +25%
MFG
16
Merit Financial Group
Georgia
$2.84M 230,491 -12,272 -5%
CAM
17
Cresset Asset Management
Illinois
$2.8M 227,080 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.72M 220,686 +22,625 +11%
CIA
19
Capital Investment Advisors
Georgia
$2.69M 218,073 -2,317 -1%
LPL Financial
20
LPL Financial
California
$2.4M 195,076 +3,030 +2%
Invesco
21
Invesco
Georgia
$2.27M 184,596 +49,029 +36%
RJA
22
Raymond James & Associates
Florida
$2.21M 179,733 +16,240 +10%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.12M 172,226 -11,500 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.08M 168,880 -5,209 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.99M 161,668 +1,171 +0.7%
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