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BSL

Blackstone Senior Floating Rate 2027 Term Fund
BSL

59 hedge funds and large institutions have $73.2M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $69.5M → $73.2M (+$3.76M)

2% more funds holding

Funds holding: 58 → 59 (+1)

0.82% more ownership

Funds ownership: 40.01% → 40.83% (+0.82%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
21
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.17M
2
GC
Guggenheim Capital
Illinois
+$914K
3
Bank of America
Bank of America
North Carolina
+$884K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$513K
5
BPA
Beacon Pointe Advisors
California
+$337K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$970K
2
IWC
Integrated Wealth Concepts
Massachusetts
-$477K
3
OA
Oxbow Advisors
Texas
-$439K
4
Invesco
Invesco
Georgia
-$418K
5
WAM
Weiss Asset Management
Massachusetts
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
26
Virtus ETF Advisers
New York
$504K +$224K +17,104 +82%
HH
27
Hilltop Holdings
Texas
$503K +$5.37K +410 +1%
LSC
28
Logan Stone Capital
Illinois
$465K -$970K -74,022 -68%
AC
29
Almitas Capital
California
$350K -$37.6K -2,866 -10%
LPL Financial
30
LPL Financial
California
$350K +$20.1K +1,530 +6%
BPA
31
Beacon Pointe Advisors
California
$340K +$337K +25,680 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$331K +$51.1K +3,901 +19%
ACP
33
Arcus Capital Partners
Georgia
$281K -$28.8K -2,196 -9%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$274K -$931 -71 -0.3%
WS
35
Wedbush Securities
California
$267K -$11.7K -889 -4%
Millennium Management
36
Millennium Management
New York
$217K – – –
SRC
37
Shufro Rose & Co
New York
$216K – – –
NAM
38
NTV Asset Management
West Virginia
$214K -$6.55K -500 -3%
CIA
39
Capital Investment Advisors
Georgia
$214K – – –
CPIG
40
Chicago Partners Investment Group
Illinois
$211K +$3.66K +279 +2%
Wells Fargo
41
Wells Fargo
California
$198K -$7.56K -577 -4%
RJA
42
Raymond James & Associates
Florida
$185K +$3.46K +264 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$172K +$39.3K +3,000 +30%
NCM
44
Next Capital Management
New York
$161K – – –
DAS
45
Dynamic Advisor Solutions
Arizona
$146K +$5.67K +433 +4%
SWP
46
Stratos Wealth Partners
Ohio
$145K – – –
Stifel Financial
47
Stifel Financial
Missouri
$136K -$18.3K -1,400 -12%
MSAM
48
Moloney Securities Asset Management
Missouri
$135K -$19.7K -1,504 -13%
PFPT
49
Pinnacle Financial Partners (Tennessee)
Tennessee
$108K -$30.2K -2,303 -22%
SWM
50
Spire Wealth Management
Virginia
$79.5K – – –
1
2
3

BSL Hedge Fund Activity: Q3 2023 in Review

59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q3 2023, worth a combined $73.2M — up 5.4% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSL positions and 4 closed out — a net gain of 1 holder — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $1.17M. The largest seller was Logan Stone Capital, cutting an estimated $970K.

  • 59 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q3 2023, up from 58 in Q2 2023.
  • Funds reported $73.2M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q3 2023, up 5.4% quarter-over-quarter.
  • 5 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q3 2023 was Allspring Global Investments, an estimated $1.17M added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q3 2023 was Logan Stone Capital, an estimated $970K sold.

Based on aggregated 13F filings for Q3 2023.