Blackstone Senior Floating Rate 2027 Term Fund
BSL
59 hedge funds and large institutions have $69.1M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
9% more funds holding
Funds holding: 54 → 59 (+5)
6% more capital invested
Capital invested by funds: $65.3M → $69.1M (+$3.84M)
1.49% more ownership
Funds ownership: 38.79% → 40.29% (+1.5%)
46% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.15M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
+$1.4M |
| 3 |
TP
Tranquility Partners
Brentwood,
Tennessee
|
+$1.05M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$724K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$666K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.42M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$502K |
| 3 |
RVPG
Relative Value Partners Group
|
-$377K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$281K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$272K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $76K | +$77.3K | +6,000 | New |
|
|
GWSG
52
GPS Wealth Strategies Group
Centennial,
Colorado
| $56K | +$56.9K | +4,418 | New |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| $28.9K | – | – | – |
|
|
EBA
54
Eagle Bay Advisors
New York
| $26.6K | – | – | – |
|
|
HGERS
55
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $21K | +$21.4K | +1,660 | New |
|
|
BAM
56
Belpointe Asset Management
Reno,
Nevada
| $20.6K | – | – | – |
|
|
BI
57
Bramshill Investments
Naples,
Florida
| $5.15K | +$77 | +6 | +2% |
|
|
HI
58
Harbour Investments
Madison,
Wisconsin
| $3.8K | – | – | – |
|
59
JP Morgan Chase
New York
| $1K | -$3.52K | -273 | -85% |
|
|
RVPG
60
Relative Value Partners Group
| – | -$377K | -30,365 | Closed |
|
|
LCM
61
Landscape Capital Management
Englewood,
New Jersey
| – | -$152K | -12,189 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14.6K | -1,175 | Closed |
|
63
Rockefeller Capital Management
New York
| – | -$12K | -985 | Closed |
|
|
IA
64
IFP Advisors
Tampa,
Florida
| – | -$14K | -780 | Closed |
|
BSL Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q1 2023, worth a combined $69.1M — up 5.9% from $65.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSL positions and 5 closed out — a net gain of 5 holders — while 13 added to existing stakes and 24 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $2.15M. The largest seller was Morgan Stanley, cutting an estimated $2.42M.
- 59 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q1 2023, up from 54 in Q4 2022.
- Funds reported $69.1M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q1 2023, up 5.9% quarter-over-quarter.
- 10 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q1 2023 and 5 closed out, a net change of +5 holders.
- The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $2.15M added.
- The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q1 2023 was Morgan Stanley, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2023.