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BGB

Blackstone Strategic Credit 2027 Term Fund

80 hedge funds and large institutions have $203M 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, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.83% less ownership

Funds ownership: 45.37%37.55% (-7.8%)

11% less funds holding

Funds holding: 9080 (-10)

18% less capital invested

Capital invested by funds: $248M → $203M (-$45.3M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
-10
Holders Change %
-11.11%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
25
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$31.8M +$3.65M +297,342 +13%
Morgan Stanley
2
Morgan Stanley
New York
$25.2M +$3.65M +296,944 +17%
Wells Fargo
3
Wells Fargo
California
$22.8M +$535K +43,559 +2%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$17M -$6.34M -516,115 -27%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M +$78.6K +6,397 +0.7%
AAM
6
Advisors Asset Management
Colorado
$9.83M +$921K +74,943 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.99M +$270K +21,952 +3%
TCA
8
Transcend Capital Advisors
New Jersey
$6.49M -$254K -20,666 -4%
GC
9
Guggenheim Capital
Illinois
$6.13M -$1.04M -84,357 -14%
UBS Group
10
UBS Group
Switzerland
$5.21M +$328K +26,700 +7%
IWC
11
Integrated Wealth Concepts
Massachusetts
$5.19M -$711K -57,870 -12%
SIA
12
Sit Investment Associates
Minnesota
$4M +$4.07M +330,896 New
Invesco
13
Invesco
Georgia
$3.98M +$935K +76,089 +30%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.41M +$664K +54,059 +24%
Raymond James Financial
15
Raymond James Financial
Florida
$3.35M -$3.69K -300 -0.1%
LPL Financial
16
LPL Financial
California
$3M -$156K -12,688 -5%
COLIM
17
City of London Investment Management
United Kingdom
$2.91M -$823K -67,020 -22%
CAM
18
Cresset Asset Management
Illinois
$2.59M +$1.24M +101,020 +89%
MFG
19
Merit Financial Group
Georgia
$2.55M -$1.65K -134 -0.1%
CIA
20
Capital Investment Advisors
Georgia
$2.51M -$56.3K -4,585 -2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.25M
SPIA
22
Steward Partners Investment Advisory
New York
$1.65M +$172K +14,008 +11%
SFS
23
Shaker Financial Services
Virginia
$1.51M +$482K +39,244 +46%
RF
24
Robbins Farley
New Hampshire
$1.45M +$1.4M +113,613 +1,775%
TP
25
Tranquility Partners
Tennessee
$1.4M -$43.3K -3,525 -3%