We are live on ! Find out more
BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

89 hedge funds and large institutions have $242M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

6% more funds holding

Funds holding: 84 → 89 (+5)

2% more ownership

Funds ownership: 43.97% → 45.96% (+2%)

1% more capital invested

Capital invested by funds: $239M → $242M (+$2.97M)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
18
Increased
26
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$14.1M
2
Raymond James Financial
Raymond James Financial
Florida
+$8.5M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$3M
4
LSC
Logan Stone Capital
Illinois
+$2.39M
5
Morgan Stanley
Morgan Stanley
New York
+$898K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.51M
2
Bank of America
Bank of America
North Carolina
-$6.99M
3
AAM
Advisors Asset Management
Colorado
-$1.31M
4
TCA
Transcend Capital Advisors
New Jersey
-$1.01M
5
First Trust Advisors
First Trust Advisors
Illinois
-$817K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1
Coastal Bridge Advisors
Connecticut
$29.1M -$636K -53,772 -2%
Morgan Stanley
2
Morgan Stanley
New York
$26.1M +$898K +75,885 +4%
SIA
3
Sit Investment Associates
Minnesota
$23.9M +$14.1M +1,188,021 +142%
Wells Fargo
4
Wells Fargo
California
$22.9M +$432K +36,525 +2%
Bank of America
5
Bank of America
North Carolina
$22.8M -$6.99M -590,506 -23%
Raymond James Financial
6
Raymond James Financial
Florida
$12.6M +$8.5M +718,001 +205%
AAM
7
Advisors Asset Management
Colorado
$10.7M -$1.31M -110,566 -11%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.6M +$166K +14,056 +2%
CAM
9
Cresset Asset Management
Illinois
$7.56M +$470K +39,726 +7%
UBS Group
10
UBS Group
Switzerland
$5.77M -$19.1K -1,612 -0.3%
TCA
11
Transcend Capital Advisors
New Jersey
$5.35M -$1.01M -85,151 -16%
LPL Financial
12
LPL Financial
California
$3.96M +$681K +57,557 +21%
IWC
13
Integrated Wealth Concepts
Massachusetts
$3.91M -$340K -28,710 -8%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$3.86M +$52.9K +4,465 +1%
Invesco
15
Invesco
Georgia
$3.5M -$770K -65,050 -18%
GC
16
Guggenheim Capital
Illinois
$3.28M -$718K -60,697 -18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.02M -$16.1K -1,362 -0.5%
MYIA
18
Mount Yale Investment Advisors
Colorado
$3M -$280K -23,622 -9%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$2.98M +$3M +253,152 New
LSC
20
Logan Stone Capital
Illinois
$2.38M +$2.39M +202,024 New
COLIM
21
City of London Investment Management
United Kingdom
$2.25M +$58.3K +4,928 +3%
CIA
22
Capital Investment Advisors
Georgia
$2.23M -$92.5K -7,818 -4%
RF
23
Robbins Farley
New Hampshire
$2.18M +$144K +12,179 +7%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.09M – – –
MFG
25
Merit Financial Group
Georgia
$1.98M -$106K -8,921 -5%
1
2 3 4 5

BGB Hedge Fund Activity: Q4 2025 in Review

89 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Blackstone Strategic Credit 2027 Term Fund (BGB) for Q4 2025, worth a combined $242M — up 1.2% from $239M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BGB positions and 12 closed out — a net gain of 6 holders — while 26 added to existing stakes and 29 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $14.1M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $9.51M sold.

  • 89 institutional investors held Blackstone Strategic Credit 2027 Term Fund (BGB) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $242M of Blackstone Strategic Credit 2027 Term Fund stock for Q4 2025, up 1.2% quarter-over-quarter.
  • 18 funds opened new Blackstone Strategic Credit 2027 Term Fund positions in Q4 2025 and 12 closed out, a net change of +6 holders.
  • The largest Blackstone Strategic Credit 2027 Term Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $14.1M added.
  • The largest Blackstone Strategic Credit 2027 Term Fund seller in Q4 2025 was Commonwealth Equity Services, an estimated $9.51M sold.

Based on aggregated 13F filings for Q4 2025.