BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

78 hedge funds and large institutions have $202M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
78
Holders Change
-11
Holders Change %
-12.36%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
25
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$4M
2
Bank of America
2
Bank of America
North Carolina
$31.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.2M
4
RF
4
Robbins Farley
New Hampshire
$1.45M
5
CAM
5
Cresset Asset Management
Illinois
$2.59M

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$0
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$17M
3
PCM
3
Penserra Capital Management
California
$0
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$272K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$31.8M 2,633,969 +297,342 +13%
Morgan Stanley
2
Morgan Stanley
New York
$25.2M 2,089,528 +296,944 +17%
Wells Fargo
3
Wells Fargo
California
$22.8M 1,888,743 +43,559 +2%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$17M 1,410,502 -516,115 -27%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M 875,344 +6,397 +0.7%
AAM
6
Advisors Asset Management
Colorado
$9.83M 813,997 +74,943 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.99M 743,866 +21,952 +3%
TCA
8
Transcend Capital Advisors
New Jersey
$6.49M 537,002 -20,666 -4%
GC
9
Guggenheim Capital
Illinois
$6.13M 507,859 -84,357 -14%
UBS Group
10
UBS Group
Switzerland
$5.21M 431,013 +26,700 +7%
IWC
11
Integrated Wealth Concepts
Massachusetts
$5.19M 429,670 -57,870 -12%
SIA
12
Sit Investment Associates
Minnesota
$4M 330,896 +330,896 New
Invesco
13
Invesco
Georgia
$3.98M 329,673 +76,089 +30%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.41M 282,388 +54,059 +24%
Raymond James Financial
15
Raymond James Financial
Florida
$3.35M 276,984 -300 -0.1%
LPL Financial
16
LPL Financial
California
$3M 248,230 -12,688 -5%
COLIM
17
City of London Investment Management
United Kingdom
$2.91M 241,248 -67,020 -22%
CAM
18
Cresset Asset Management
Illinois
$2.59M 214,560 +101,020 +89%
MFG
19
Merit Financial Group
Georgia
$2.55M 210,742 -134 -0.1%
CIA
20
Capital Investment Advisors
Georgia
$2.51M 207,909 -4,585 -2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.25M 186,226 – –
SPIA
22
Steward Partners Investment Advisory
New York
$1.65M 136,801 +14,008 +11%
SFS
23
Shaker Financial Services
Virginia
$1.51M 124,791 +39,244 +46%
RF
24
Robbins Farley
New Hampshire
$1.45M 120,014 +113,613 +1,775%
TP
25
Tranquility Partners
Tennessee
$1.4M 115,754 -3,525 -3%
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