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BSL

Blackstone Senior Floating Rate 2027 Term Fund

47 hedge funds and large institutions have $57M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0% more funds holding

Funds holding: 4747 (0)

3% less capital invested

Capital invested by funds: $58.5M → $57M (-$1.5M)

1.3% less ownership

Funds ownership: 31.83%30.53% (-1.3%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$292K -$21.5K -1,500 -7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$285K +$112K +7,771 +64%
CPIG
28
Chicago Partners Investment Group
Illinois
$268K +$5.28K +368 +2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$255K
WS
30
Wedbush Securities
California
$240K
Millennium Management
31
Millennium Management
New York
$235K
CIA
32
Capital Investment Advisors
Georgia
$218K -$13.6K -950 -6%
SRC
33
Shufro Rose & Co
New York
$212K -$71.8K -5,000 -25%
Osaic Holdings
34
Osaic Holdings
Arizona
$202K -$33.3K -2,320 -14%
UFA
35
Uptown Financial Advisors
Texas
$198K +$199K +13,840 New
NAM
36
NTV Asset Management
West Virginia
$181K
DAS
37
Dynamic Advisor Solutions
Arizona
$174K -$8.9K -620 -5%
S
38
SignatureFD
Georgia
$166K +$3.8K +265 +2%
SWP
39
Stratos Wealth Partners
Ohio
$164K -$3.62K -252 -2%
JSW
40
Journey Strategic Wealth
New Jersey
$146K
PFPT
41
Pinnacle Financial Partners (Tennessee)
Tennessee
$112K
SWM
42
Spire Wealth Management
Virginia
$75.8K +$1.19K +83 +2%
Wells Fargo
43
Wells Fargo
California
$68.3K +$7.19K +501 +12%
NWMP
44
Noble Wealth Management PBC
Colorado
$59.4K +$59.5K +4,142 New
BlackRock
45
BlackRock
New York
$40.6K +$40.6K +2,829 New
HI
46
Harbour Investments
Wisconsin
$4.3K
N
47
Natixis
France
$14
WCMNY
48
Westchester Capital Management (New York)
New York
-$606K -42,884 Closed
WAM
49
Wolverine Asset Management
Illinois
-$148K -10,457 Closed
GJWM
50
Gilliland Jeter Wealth Management
Arkansas
-$82.7K -5,858 Closed

BSL Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q4 2024, worth a combined $57M — down 2.6% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSL positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $1.13M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.42M.

  • 47 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $57M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 5 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q4 2024 was Bank of America, an estimated $1.13M added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q4 2024 was Rivernorth Capital Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2024.