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BSL

Blackstone Senior Floating Rate 2027 Term Fund

47 hedge funds and large institutions have $57M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0% more funds holding

Funds holding: 4747 (0)

3% less capital invested

Capital invested by funds: $58.5M → $57M (-$1.5M)

1.3% less ownership

Funds ownership: 31.83%30.53% (-1.3%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
18
Closed
3
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
$11.4M +$1.13M +78,840 +11%
Morgan Stanley
2
Morgan Stanley
New York
$7.77M +$190K +13,231 +3%
AAM
3
Advisors Asset Management
Colorado
$3.99M +$265K +18,454 +7%
RCM
4
Rivernorth Capital Management
Florida
$3.96M -$1.42M -98,851 -26%
GC
5
Guggenheim Capital
Illinois
$3.69M -$1.01M -70,400 -21%
Invesco
6
Invesco
Georgia
$3.35M +$535K +37,265 +19%
LIM
7
Leavell Investment Management
Alabama
$2.64M +$186K +12,955 +8%
IWC
8
Integrated Wealth Concepts
Massachusetts
$2.57M -$50.8K -3,542 -2%
UBS Group
9
UBS Group
Switzerland
$2.29M -$244K -16,996 -10%
TP
10
Tranquility Partners
Tennessee
$1.32M -$64.7K -4,505 -5%
JRCM
11
Jones Road Capital Management
New York
$1.16M -$697K -48,565 -38%
AWM
12
Apollon Wealth Management
South Carolina
$1.14M -$50.3K -3,507 -4%
SPIA
13
Steward Partners Investment Advisory
New York
$1M -$5.33K -371 -0.5%
LPL Financial
14
LPL Financial
California
$864K +$42.8K +2,983 +5%
MFG
15
Merit Financial Group
Georgia
$852K -$307K -21,383 -26%
Raymond James Financial
16
Raymond James Financial
Florida
$847K +$848K +59,080 New
VEA
17
Virtus ETF Advisers
New York
$665K +$90K +6,271 +16%
Lido Advisors
18
Lido Advisors
California
$662K
CBA
19
Coastal Bridge Advisors
Connecticut
$626K -$1.3M -90,533 -67%
HH
20
Hilltop Holdings
Texas
$610K
AWS
21
Atria Wealth Solutions
New York
$556K -$30.1K -2,099 -5%
CMMS
22
Comprehensive Money Management Services
Florida
$472K +$473K +32,930 New
BPA
23
Beacon Pointe Advisors
California
$347K +$2.15K +150 +0.6%
JIP
24
Jaffetilchin Investment Partners
Florida
$304K -$127K -8,833 -29%
AWE
25
Avidian Wealth Enterprises
Texas
$295K +$6.59K +459 +2%

BSL Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q4 2024, worth a combined $57M — down 2.6% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSL positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $1.13M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.42M.

  • 47 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $57M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 5 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q4 2024 was Bank of America, an estimated $1.13M added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q4 2024 was Rivernorth Capital Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2024.