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BGB

Blackstone Strategic Credit 2027 Term Fund

80 hedge funds and large institutions have $238M invested in Blackstone Strategic Credit 2027 Term Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% more ownership

Funds ownership: 45.96%47.27% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

2% less capital invested

Capital invested by funds: $242M → $238M (-$4.1M)

10% less funds holding

Funds holding: 8980 (-9)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
80
Holders Change
-9
Holders Change %
-10.11%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
6
Increased
29
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$30.7M +$8.4M +727,793 +36%
CBA
2
Coastal Bridge Advisors
Connecticut
$27.3M -$203K -17,605 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$24.8M +$129K +11,159 +0.5%
Bank of America
4
Bank of America
North Carolina
$22M +$489K +42,416 +2%
Wells Fargo
5
Wells Fargo
California
$20.8M -$868K -75,247 -4%
Raymond James Financial
6
Raymond James Financial
Florida
$12.9M +$1.04M +90,170 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.2M +$126K +10,962 +1%
AAM
8
Advisors Asset Management
Colorado
$9.37M -$825K -71,542 -8%
CAM
9
Cresset Asset Management
Illinois
$7.56M +$468K +40,580 +6%
UBS Group
10
UBS Group
Switzerland
$5.5M +$37.1K +3,215 +0.7%
TCA
11
Transcend Capital Advisors
New Jersey
$4.91M -$160K -13,875 -3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$4.79M +$4.96M +429,518 New
LPL Financial
13
LPL Financial
California
$4.19M +$463K +40,176 +12%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$3.68M +$21.9K +1,899 +0.6%
LSC
15
Logan Stone Capital
Illinois
$3.58M +$1.37M +119,178 +59%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.21M -$510K -44,225 -13%
GC
17
Guggenheim Capital
Illinois
$3.1M -$4.13K -358 -0.1%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$2.93M +$111K +9,632 +4%
MYIA
19
Mount Yale Investment Advisors
Colorado
$2.93M +$106K +9,219 +4%
Invesco
20
Invesco
Georgia
$2.8M -$530K -45,928 -15%
SC
21
Stolper & Co
Oklahoma
$2.67M -$398K -34,486 -57%
RF
22
Robbins Farley
New Hampshire
$2.38M +$332K +28,807 +16%
MFG
23
Merit Financial Group
Georgia
$1.9M +$27.7K +2,397 +1%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.82M -$156K -13,510 -8%
CIA
25
Capital Investment Advisors
Georgia
$1.75M -$366K -31,699 -17%