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BSL

Blackstone Senior Floating Rate 2027 Term Fund
BSL

54 hedge funds and large institutions have $65.3M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

15% more funds holding

Funds holding: 47 → 54 (+7)

0.56% more ownership

Funds ownership: 38.23% → 38.79% (+0.56%)

0% more capital invested

Capital invested by funds: $65M → $65.3M (+$287K)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.57M
2
OCM
Oaktree Capital Management
California
+$1.24M
3
1CP
1607 Capital Partners
Virginia
+$1.22M
4
MFG
Merit Financial Group
Georgia
+$666K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$575K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.5M
2
LPL Financial
LPL Financial
California
-$850K
3
AAM
Advisors Asset Management
Colorado
-$605K
4
Bank of America
Bank of America
North Carolina
-$475K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$421K -$850K -67,414 -67%
AWS
27
Atria Wealth Solutions
New York
$395K -$37.7K -2,994 -9%
RVPG
28
Relative Value Partners Group
$377K +$81.5K +6,465 +27%
WS
29
Wedbush Securities
California
$343K -$31.9K -2,533 -8%
VEA
30
Virtus ETF Advisers
New York
$306K -$25.9K -2,052 -8%
ACP
31
Arcus Capital Partners
Georgia
$277K +$5.34K +424 +2%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$258K -$14.5K -1,147 -5%
Wells Fargo
33
Wells Fargo
California
$231K -$54.1K -4,296 -19%
NAM
34
NTV Asset Management
West Virginia
$231K -$37.8K -3,000 -14%
RJA
35
Raymond James & Associates
Florida
$228K +$28.9K +2,295 +14%
CPIG
36
Chicago Partners Investment Group
Illinois
$207K +$4.13K +328 +2%
CIA
37
Capital Investment Advisors
Georgia
$201K – – –
N
38
Natixis
France
$195K +$198K +15,690 New
AW
39
Atlas Wealth
Ohio
$183K +$186K +14,733 New
Stifel Financial
40
Stifel Financial
Missouri
$162K +$165K +13,059 New
LCM
41
Landscape Capital Management
New Jersey
$152K -$181K -14,363 -54%
NCM
42
Next Capital Management
New York
$151K +$153K +12,166 New
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$131K -$1.51K -120 -1%
MSAM
44
Moloney Securities Asset Management
Missouri
$127K +$1.36K +108 +1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$124K -$6.3K -500 -5%
ASN
46
Advisory Services Network
Georgia
$28.4K +$28.7K +2,281 New
EBA
47
Eagle Bay Advisors
New York
$26.1K -$91.3K -7,244 -78%
BAM
48
Belpointe Asset Management
Nevada
$20.2K +$20.4K +1,622 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$14.6K – – –
IA
50
IFP Advisors
Florida
$14K – – –
1
2
3

BSL Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q4 2022, worth a combined $65.3M — up 0.44% from $65M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSL positions and 4 closed out — a net gain of 7 holders — while 16 added to existing stakes and 23 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $1.57M. The largest seller was Morgan Stanley, cutting an estimated $3.5M.

  • 54 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q4 2022, up from 47 in Q3 2022.
  • Funds reported $65.3M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q4 2022, up 0.44% quarter-over-quarter.
  • 11 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q4 2022 and 4 closed out, a net change of +7 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $1.57M added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q4 2022 was Morgan Stanley, an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2022.