BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

89 hedge funds and large institutions have $247M invested in Blackstone Strategic Credit 2027 Term Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
24
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.6M
2
AAM
2
Advisors Asset Management
Colorado
$9.04M
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.39M
4
UBS Group
4
UBS Group
Switzerland
$4.94M
5
CSP
5
Cary Street Partners
Virginia
$1.06M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
CBA
2
Coastal Bridge Advisors
Connecticut
$40M
3
CAM
3
Cresset Asset Management
Illinois
$1.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.9M
5
GC
5
Guggenheim Capital
Illinois
$7.24M
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$40M 3,272,608 -350,900 -10%
Bank of America
2
Bank of America
North Carolina
$28.6M 2,336,627 +1,195,382 +105%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$23.6M 1,926,617 +35,046 +2%
Wells Fargo
4
Wells Fargo
California
$22.6M 1,845,184 +15,506 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$21.9M 1,792,584 -104,050 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$10.6M 868,947 +12,620 +1%
AAM
7
Advisors Asset Management
Colorado
$9.04M 739,054 +290,237 +65%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.83M 721,914 +35,442 +5%
GC
9
Guggenheim Capital
Illinois
$7.24M 592,216 -94,483 -14%
TCA
10
Transcend Capital Advisors
New Jersey
$6.82M 557,668 +5,658 +1%
IWC
11
Integrated Wealth Concepts
Massachusetts
$5.96M 487,540 -19,878 -4%
PCM
12
Penserra Capital Management
California
$5.08M 415,359 +27,987 +7%
UBS Group
13
UBS Group
Switzerland
$4.94M 404,313 +165,940 +70%
COLIM
14
City of London Investment Management
United Kingdom
$3.77M 308,268 -17,985 -6%
Raymond James Financial
15
Raymond James Financial
Florida
$3.39M 277,284 +277,284 New
LPL Financial
16
LPL Financial
California
$3.19M 260,918 +65,842 +34%
Invesco
17
Invesco
Georgia
$3.1M 253,584 +68,988 +37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.79M 228,329 +7,643 +3%
CIA
19
Capital Investment Advisors
Georgia
$2.6M 212,494 -5,579 -3%
MFG
20
Merit Financial Group
Georgia
$2.58M 210,876 -19,615 -9%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.28M 186,226 +14,000 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.06M 168,373 -507 -0.3%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$2.02M 165,122 +12,891 +8%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.96M 160,512 -1,156 -0.7%
SPIA
25
Steward Partners Investment Advisory
New York
$1.5M 122,793 -6,549 -5%
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