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BSL

Blackstone Senior Floating Rate 2027 Term Fund

30 hedge funds and large institutions have $46.3M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1.69% less ownership

Funds ownership: 18.54%16.84% (-1.7%)

6% less funds holding

Funds holding: 3230 (-2)

9% less capital invested

Capital invested by funds: $51M → $46.3M (-$4.7M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
11
Closed
2
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
$12.7M -$1.93M -106,963 -13%
Morgan Stanley
2
Morgan Stanley
New York
$12M -$1.24M -68,705 -9%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$2.75M +$44.6K +2,472 +2%
Wells Fargo
4
Wells Fargo
California
$2.65M -$353K -19,579 -12%
CS
5
Comerica Securities
Michigan
$1.96M +$320K +17,745 +20%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.71M +$9.88K +548 +0.6%
NAM
7
NTV Asset Management
West Virginia
$1.6M +$375K +20,805 +31%
BCA
8
Benchmark Capital Advisors
New York
$1.56M -$28.8K -1,600 -2%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.28M +$3.44K +191 +0.3%
ACP
10
Arcus Capital Partners
Georgia
$1.25M +$9.28K +515 +0.7%
GC
11
Guggenheim Capital
Illinois
$1.25M +$290K +16,062 +30%
UR
12
USCA RIA
Texas
$1.05M +$112K +6,240 +12%
UBS Group
13
UBS Group
Switzerland
$876K -$1.75M -97,103 -67%
BCM
14
Beck Capital Management
Texas
$742K +$165K +9,160 +29%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$613K +$244K +13,521 +66%
RJA
16
Raymond James & Associates
Florida
$588K -$8.81K -489 -1%
LPL Financial
17
LPL Financial
California
$541K -$283K -15,721 -34%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$374K -$20K -1,108 -5%
AG
19
Advisor Group
Arizona
$224K +$19.2K +1,064 +9%
BRF
20
B. Riley Financial
California
$181K
Citigroup
21
Citigroup
New York
$176K -$992 -55 -0.6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$149K +$72 +4 +0%
IA
23
IFP Advisors
Florida
$33K
YWP
24
YorkBridge Wealth Partners
New York
$27K
RFA
25
Reilly Financial Advisors
California
$19K

BSL Hedge Fund Activity: Q1 2017 in Review

30 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q1 2017, worth a combined $46.3M — down 9.2% from $51M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BSL and 1 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was NTV Asset Management, adding an estimated $375K. The largest seller was Bank of America, cutting an estimated $1.93M.

  • 30 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q1 2017, down from 32 in Q4 2016.
  • Funds reported $46.3M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q1 2017, down 9.2% quarter-over-quarter.
  • 1 fund opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q1 2017 and 2 closed out, a net change of -1 holder.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q1 2017 was NTV Asset Management, an estimated $375K added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q1 2017 was Bank of America, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2017.