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BSL

Blackstone Senior Floating Rate 2027 Term Fund

36 hedge funds and large institutions have $52.5M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3% less funds holding

Funds holding: 3736 (-1)

3.25% less ownership

Funds ownership: 23.73%20.47% (-3.3%)

8% less capital invested

Capital invested by funds: $57.3M → $52.5M (-$4.85M)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$12.8M +$2.31M +140,603 +23%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M -$1.81M -110,500 -13%
PAIM
3
Punch & Associates Investment Management
Minnesota
$4.73M -$4.02M -244,918 -47%
Wells Fargo
4
Wells Fargo
California
$2.86M -$14.7K -896 -0.5%
UBS Group
5
UBS Group
Switzerland
$2.54M -$204K -12,416 -8%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$2.34M +$40.1K +2,439 +2%
CS
7
Comerica Securities
Michigan
$1.56M +$153K +9,345 +11%
BCA
8
Benchmark Capital Advisors
New York
$1.5M +$145K +8,806 +11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.39M +$137K +8,370 +11%
ACP
10
Arcus Capital Partners
Georgia
$1.15M -$21.1K -1,284 -2%
NAM
11
NTV Asset Management
West Virginia
$1.13M +$14.9K +905 +1%
First Trust Advisors
12
First Trust Advisors
Illinois
$947K +$22.5K +1,370 +2%
LPL Financial
13
LPL Financial
California
$924K +$96.6K +5,882 +12%
UR
14
USCA RIA
Texas
$874K -$67.3K -4,100 -7%
RVPG
15
Relative Value Partners Group
$792K -$5.2M -316,787 -87%
CS
16
Credit Suisse
Switzerland
$738K
ZA
17
Zazove Associates
Nevada
$562K +$548K +33,375 New
RJA
18
Raymond James & Associates
Florida
$540K +$526K +32,047 New
IA
19
Icon Advisers
Colorado
$483K +$235K +14,285 +99%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$352K -$45.7K -2,782 -12%
GC
21
Guggenheim Capital
Illinois
$293K +$285K +17,375 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$291K +$49.9K +3,041 +21%
DADC
23
D.A. Davidson & Co
Montana
$197K
VKH
24
Virtu KCG Holdings
New York
$194K +$189K +11,537 New
AG
25
Advisor Group
Arizona
$191K +$1.35K +82 +0.7%

BSL Hedge Fund Activity: Q3 2016 in Review

36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q3 2016, worth a combined $52.5M — down 8.5% from $57.3M a quarter earlier.

Fund positioning in BSL was balanced in Q3 2016: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $2.31M. The largest seller was Relative Value Partners Group, cutting an estimated $5.2M.

  • 36 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q3 2016, down from 37 in Q2 2016.
  • Funds reported $52.5M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q3 2016, down 8.5% quarter-over-quarter.
  • 4 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q3 2016 and 4 closed out, a net change of 0 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q3 2016 was Bank of America, an estimated $2.31M added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q3 2016 was Relative Value Partners Group, an estimated $5.2M sold.

Based on aggregated 13F filings for Q3 2016.