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BSL

Blackstone Senior Floating Rate 2027 Term Fund
BSL

58 hedge funds and large institutions have $82.6M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $73.2M → $82.6M (+$9.39M)

4.87% more ownership

Funds ownership: 40.83% → 45.7% (+4.9%)

2% less funds holding

Funds holding: 59 → 58 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.43M
2
LPL Financial
LPL Financial
California
+$1.86M
3
TI
Tidal Investments
Wisconsin
+$1.09M
4
WCMNY
Westchester Capital Management (New York)
New York
+$1.08M
5
JRCM
Jones Road Capital Management
New York
+$868K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.07M
2
AW
Atlas Wealth
Ohio
-$1.17M
3
SIA
Sit Investment Associates
Minnesota
-$1.08M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$777K
5
LSC
Logan Stone Capital
Illinois
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
51
Pinnacle Financial Partners (Tennessee)
Tennessee
$106K -$2.49K -191 -2%
SWM
52
Spire Wealth Management
Virginia
$80.5K +$117 +9 +0.2%
GWSG
53
GPS Wealth Strategies Group
Colorado
$59K – – –
ASN
54
Advisory Services Network
Georgia
$30.5K +$29.7K +2,281 New
EBA
55
Eagle Bay Advisors
New York
$28K – – –
BI
56
Bramshill Investments
Florida
$27.8K – – –
HI
57
Harbour Investments
Wisconsin
$4K – – –
N
58
Natixis
France
$13 – – –
AW
59
Atlas Wealth
Ohio
– -$1.17M -88,626 Closed
SIA
60
Sit Investment Associates
Minnesota
– -$1.08M -81,838 Closed
LSC
61
Logan Stone Capital
Illinois
– -$465K -35,076 Closed
ACP
62
Arcus Capital Partners
Georgia
– -$281K -21,180 Closed
Stifel Financial
63
Stifel Financial
Missouri
– -$136K -10,259 Closed
MSAM
64
Moloney Securities Asset Management
Missouri
– -$135K -10,197 Closed
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
– -$23.1K -1,747 Closed
BWL
66
Bogart Wealth LLC
Virginia
– -$19.9K -1,500 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– -$13 -1 Closed
1 2
3

BSL Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q4 2023, worth a combined $82.6M — up 13% from $73.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BSL and 8 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $8.43M. The largest seller was Allspring Global Investments, cutting an estimated $2.07M.

  • 58 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q4 2023, down from 59 in Q3 2023.
  • Funds reported $82.6M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q4 2023, up 13% quarter-over-quarter.
  • 8 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q4 2023 and 9 closed out, a net change of -1 holder.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q4 2023 was Morgan Stanley, an estimated $8.43M added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q4 2023 was Allspring Global Investments, an estimated $2.07M sold.

Based on aggregated 13F filings for Q4 2023.