We are live on ! Find out more
BSL

Blackstone Senior Floating Rate 2027 Term Fund

37 hedge funds and large institutions have $57.3M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3637 (+1)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2.33% less ownership

Funds ownership: 26.06%23.73% (-2.3%)

5% less capital invested

Capital invested by funds: $60.4M → $57.3M (-$3.03M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
12
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.4M +$2.36M +151,709 +22%
Bank of America
2
Bank of America
North Carolina
$9.83M +$1.15M +73,559 +13%
PAIM
3
Punch & Associates Investment Management
Minnesota
$8.35M +$381K +24,465 +5%
RVPG
4
Relative Value Partners Group
$5.75M -$4.92M -315,458 -46%
Wells Fargo
5
Wells Fargo
California
$2.72M +$686K +44,037 +35%
UBS Group
6
UBS Group
Switzerland
$2.59M -$169K -10,873 -6%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$2.17M -$652K -41,827 -23%
CS
8
Comerica Securities
Michigan
$1.33M +$1.3M +83,447 New
BCA
9
Benchmark Capital Advisors
New York
$1.27M -$48.3K -3,100 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.18M +$902K +57,855 +354%
ACP
11
Arcus Capital Partners
Georgia
$1.1M -$655 -42 -0.1%
NAM
12
NTV Asset Management
West Virginia
$1.05M -$31.1K -1,996 -3%
UR
13
USCA RIA
Texas
$889K -$159K -10,200 -15%
First Trust Advisors
14
First Trust Advisors
Illinois
$871K -$13.2K -844 -2%
LPL Financial
15
LPL Financial
California
$791K -$2.01M -128,991 -72%
CS
16
Credit Suisse
Switzerland
$696K
Deutsche Bank
17
Deutsche Bank
Germany
$656K +$230K +14,757 +56%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$376K -$45.8K -2,937 -11%
SCM
19
Sterneck Capital Management
Missouri
$364K -$281K -18,000 -44%
LH
20
Lebenthal Holdings
New York
$242K
LAM
21
Lebenthal Asset Management
New York
$242K +$237K +15,221 New
IA
22
Icon Advisers
Colorado
$229K +$224K +14,400 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$226K +$161K +10,344 +268%
DADC
24
D.A. Davidson & Co
Montana
$186K +$175K +11,250 +2,250%
AG
25
Advisor Group
Arizona
$177K +$175K +11,224 New

BSL Hedge Fund Activity: Q2 2016 in Review

37 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q2 2016, worth a combined $57.3M — down 5% from $60.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSL positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.36M. The largest seller was Relative Value Partners Group, cutting an estimated $4.92M.

  • 37 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q2 2016, up from 36 in Q1 2016.
  • Funds reported $57.3M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q2 2016, down 5% quarter-over-quarter.
  • 7 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q2 2016 and 6 closed out, a net change of +1 holder.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q2 2016 was Morgan Stanley, an estimated $2.36M added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q2 2016 was Relative Value Partners Group, an estimated $4.92M sold.

Based on aggregated 13F filings for Q2 2016.