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BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

84 hedge funds and large institutions have $239M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

6% more funds holding

Funds holding: 79 → 84 (+5)

1% more capital invested

Capital invested by funds: $237M → $239M (+$1.7M)

0.14% more ownership

Funds ownership: 43.83% → 43.97% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
29
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
Mount Yale Investment Advisors
Colorado
+$3.43M
2
CAM
Cresset Asset Management
Illinois
+$3.21M
3
TCA
Transcend Capital Advisors
New Jersey
+$3.19M
4
SIA
Sit Investment Associates
Minnesota
+$1.11M
5
Wells Fargo
Wells Fargo
California
+$957K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$9.64M
2
CBA
Coastal Bridge Advisors
Connecticut
-$4.58M
3
RAM
Readystate Asset Management
Illinois
-$1.01M
4
GC
Guggenheim Capital
Illinois
-$744K
5
COLIM
City of London Investment Management
United Kingdom
-$604K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1
Coastal Bridge Advisors
Connecticut
$30.7M -$4.58M -369,326 -13%
Bank of America
2
Bank of America
North Carolina
$30.7M +$583K +47,039 +2%
Morgan Stanley
3
Morgan Stanley
New York
$26M +$743K +59,986 +3%
Wells Fargo
4
Wells Fargo
California
$23.2M +$957K +77,277 +4%
AAM
5
Advisors Asset Management
Colorado
$12.4M +$544K +43,915 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
$10.8M -$34.5K -2,783 -0.3%
SIA
7
Sit Investment Associates
Minnesota
$10.2M +$1.11M +89,890 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.51M +$139K +11,200 +1%
CAM
9
Cresset Asset Management
Illinois
$7.28M +$3.21M +258,948 +76%
TCA
10
Transcend Capital Advisors
New Jersey
$6.57M +$3.19M +257,381 +91%
UBS Group
11
UBS Group
Switzerland
$5.98M +$517K +41,748 +9%
Invesco
12
Invesco
Georgia
$4.4M +$14.9K +1,201 +0.3%
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.39M -$330K -26,661 -7%
Raymond James Financial
14
Raymond James Financial
Florida
$4.27M +$556K +44,888 +15%
GC
15
Guggenheim Capital
Illinois
$4.13M -$744K -60,028 -15%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$3.93M -$9.64M -778,545 -71%
LPL Financial
17
LPL Financial
California
$3.39M +$60.8K +4,905 +2%
MYIA
18
Mount Yale Investment Advisors
Colorado
$3.37M +$3.43M +277,023 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.14M -$141K -11,419 -4%
CIA
20
Capital Investment Advisors
Georgia
$2.4M -$45.9K -3,704 -2%
COLIM
21
City of London Investment Management
United Kingdom
$2.27M -$604K -48,776 -21%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.16M -$111K -9,000 -5%
MFG
23
Merit Financial Group
Georgia
$2.15M -$291K -23,511 -12%
RF
24
Robbins Farley
New Hampshire
$2.1M +$573K +46,295 +37%
SPIA
25
Steward Partners Investment Advisory
New York
$1.71M -$1.02K -82 -0.1%
1
2 3 4

BGB Hedge Fund Activity: Q3 2025 in Review

84 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Blackstone Strategic Credit 2027 Term Fund (BGB) for Q3 2025, worth a combined $239M — up 0.72% from $237M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGB positions and 5 closed out — a net gain of 5 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $3.43M. The largest seller was Pathstone Holdings, cutting an estimated $9.64M.

  • 84 institutional investors held Blackstone Strategic Credit 2027 Term Fund (BGB) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $239M of Blackstone Strategic Credit 2027 Term Fund stock for Q3 2025, up 0.72% quarter-over-quarter.
  • 10 funds opened new Blackstone Strategic Credit 2027 Term Fund positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Blackstone Strategic Credit 2027 Term Fund buyer in Q3 2025 was Mount Yale Investment Advisors, an estimated $3.43M added.
  • The largest Blackstone Strategic Credit 2027 Term Fund seller in Q3 2025 was Pathstone Holdings, an estimated $9.64M sold.

Based on aggregated 13F filings for Q3 2025.