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BSL

Blackstone Senior Floating Rate 2027 Term Fund

28 hedge funds and large institutions have $42.1M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% less ownership

Funds ownership: 16.23%14.73% (-1.5%)

9% less capital invested

Capital invested by funds: $46.5M → $42.1M (-$4.37M)

13% less funds holding

Funds holding: 3228 (-4)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.6M +$100K +5,269 +0.9%
Bank of America
2
Bank of America
North Carolina
$7.04M +$346K +18,243 +5%
GC
3
Guggenheim Capital
Illinois
$6.75M -$1.36M -71,721 -17%
Invesco
4
Invesco
Georgia
$3.75M -$481K -25,350 -11%
U
5
UBS
Switzerland
$2.63M +$261K +13,740 +11%
NAM
6
NTV Asset Management
West Virginia
$2.63M +$76K +4,004 +3%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$1.42M
Wells Fargo
8
Wells Fargo
California
$1.35M -$288K -15,143 -17%
VFS
9
VSR Financial Services
Kansas
$955K +$122K +6,433 +14%
ARC
10
Absolute Return Capital
Massachusetts
$713K -$8.51K -448 -1%
WA
11
WFG Advisors
Texas
$694K +$44K +2,318 +7%
AAM
12
Advisors Asset Management
Colorado
$391K -$22.5K -1,187 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$347K -$24.7K -1,300 -7%
CA
14
Cetera Advisors
Colorado
$310K -$112K -5,915 -26%
LPL Financial
15
LPL Financial
California
$266K -$14.2K -747 -5%
CS
16
Credit Suisse
Switzerland
$216K -$38K -2,000 -15%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$214K +$26.6K +1,400 +14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$199K +$201K +10,606 New
OC
19
Oppenheimer & Co
New York
$197K -$18.1K -954 -8%
ClearBridge Investments
20
ClearBridge Investments
New York
$188K
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K
AIG
22
American International Group
New York
$47.4K -$50.2K -2,646 -51%
BRWM
23
B. Riley Wealth Management
Tennessee
$47K +$47.5K +2,500 New
Deutsche Bank
24
Deutsche Bank
Germany
$37K +$9.04K +476 +32%
US Bancorp
25
US Bancorp
Minnesota
$28K +$28.5K +1,500 New

BSL Hedge Fund Activity: Q1 2014 in Review

28 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q1 2014, worth a combined $42.1M — down 9.4% from $46.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BSL and 4 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Bank of America, adding an estimated $346K. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), exiting entirely with an estimated $1.92M sold.

  • 28 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q1 2014, down from 32 in Q4 2013.
  • Funds reported $42.1M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q1 2014, down 9.4% quarter-over-quarter.
  • 4 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q1 2014 and 8 closed out, a net change of -4 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q1 2014 was Bank of America, an estimated $346K added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q1 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2014.