BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

Overview Fund Activity

77 hedge funds and large institutions have $237M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
32
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$35.1M
2
SIA
Sit Investment Associates
Minnesota
+$5.05M
3
CAM
Cresset Asset Management
Illinois
+$2.14M
4
AAM
Advisors Asset Management
Colorado
+$1.99M
5
RAM
Readystate Asset Management
Illinois
+$812K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$3.74M
2
TCA
Transcend Capital Advisors
New Jersey
-$3.09M
3
Bank of America
Bank of America
North Carolina
-$1.93M
4
GC
Guggenheim Capital
Illinois
-$1.32M
5
Wells Fargo
Wells Fargo
California
-$724K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$35.1M +$35.1M +2,892,203 New
Bank of America
2
Bank of America
North Carolina
$30M -$1.93M -159,007 -6%
Morgan Stanley
3
Morgan Stanley
New York
$25.2M -$150K -12,354 -0.6%
Wells Fargo
4
Wells Fargo
California
$22.2M -$724K -59,775 -3%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$13.4M -$3.74M -308,651 -22%
AAM
6
Advisors Asset Management
Colorado
$11.9M +$1.99M +164,225 +20%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.8M +$163K +13,459 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.33M +$314K +25,918 +3%
SIA
9
Sit Investment Associates
Minnesota
$9.06M +$5.05M +416,533 +126%
UBS Group
10
UBS Group
Switzerland
$5.45M +$225K +18,591 +4%
GC
11
Guggenheim Capital
Illinois
$4.84M -$1.32M -108,653 -21%
CAM
12
Cresset Asset Management
Illinois
$4.74M +$2.14M +176,890 +82%
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.7M -$510K -42,066 -10%
Invesco
14
Invesco
Georgia
$4.37M +$376K +31,042 +9%
Raymond James Financial
15
Raymond James Financial
Florida
$3.71M +$349K +28,757 +10%
TCA
16
Transcend Capital Advisors
New Jersey
$3.42M -$3.09M -254,860 -47%
LPL Financial
17
LPL Financial
California
$3.31M +$306K +25,282 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.26M -$159K -13,154 -5%
COLIM
19
City of London Investment Management
United Kingdom
$2.85M -$75.4K -6,218 -3%
CIA
20
Capital Investment Advisors
Georgia
$2.43M -$88.8K -7,325 -4%
MFG
21
Merit Financial Group
Georgia
$2.43M -$125K -10,339 -5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.26M – – –
SPIA
23
Steward Partners Investment Advisory
New York
$1.71M +$50.3K +4,150 +3%
SFS
24
Shaker Financial Services
Virginia
$1.71M +$194K +15,991 +13%
RF
25
Robbins Farley
New Hampshire
$1.53M +$77.4K +6,383 +5%
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