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BGB

Blackstone Strategic Credit 2027 Term Fund

90 hedge funds and large institutions have $248M 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, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0.54% more ownership

Funds ownership: 44.83%45.37% (+0.54%)

0% more capital invested

Capital invested by funds: $247M → $248M (+$1.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9190 (-1)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% 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
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1
Coastal Bridge Advisors
Connecticut
$40M -$4.35M -350,900 -10%
Bank of America
2
Bank of America
North Carolina
$28.6M +$14.8M +1,195,382 +105%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$23.6M +$434K +35,046 +2%
Wells Fargo
4
Wells Fargo
California
$22.6M +$192K +15,506 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$21.9M -$1.29M -104,050 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$10.6M +$156K +12,620 +1%
AAM
7
Advisors Asset Management
Colorado
$9.04M +$3.6M +290,237 +65%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.83M +$439K +35,442 +5%
GC
9
Guggenheim Capital
Illinois
$7.24M -$1.17M -94,483 -14%
TCA
10
Transcend Capital Advisors
New Jersey
$6.82M +$70.1K +5,658 +1%
IWC
11
Integrated Wealth Concepts
Massachusetts
$5.96M -$246K -19,878 -4%
PCM
12
Penserra Capital Management
California
$5.08M +$347K +27,987 +7%
UBS Group
13
UBS Group
Switzerland
$4.94M +$2.06M +165,940 +70%
COLIM
14
City of London Investment Management
United Kingdom
$3.77M -$223K -17,985 -6%
Raymond James Financial
15
Raymond James Financial
Florida
$3.39M +$3.44M +277,284 New
LPL Financial
16
LPL Financial
California
$3.19M +$816K +65,842 +34%
Invesco
17
Invesco
Georgia
$3.1M +$855K +68,988 +37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.79M +$94.7K +7,643 +3%
CIA
19
Capital Investment Advisors
Georgia
$2.6M -$69.1K -5,579 -3%
MFG
20
Merit Financial Group
Georgia
$2.58M -$243K -19,615 -9%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.28M +$174K +14,000 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.06M -$6.28K -507 -0.3%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$2.02M +$160K +12,891 +8%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.96M -$14.3K -1,156 -0.7%
SPIA
25
Steward Partners Investment Advisory
New York
$1.5M -$81.2K -6,549 -5%