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BSL

Blackstone Senior Floating Rate 2027 Term Fund

43 hedge funds and large institutions have $50.8M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

2.9% less ownership

Funds ownership: 30.53%27.62% (-2.9%)

9% less funds holding

Funds holding: 4743 (-4)

11% less capital invested

Capital invested by funds: $57M → $50.8M (-$6.18M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
14
Closed
6
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
$11.3M +$50.1K +3,508 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$5.01M -$2.67M -186,887 -34%
Invesco
3
Invesco
Georgia
$4.06M +$768K +53,794 +23%
AAM
4
Advisors Asset Management
Colorado
$3.9M -$27.3K -1,915 -0.7%
RCM
5
Rivernorth Capital Management
Florida
$3.23M -$680K -47,592 -17%
LIM
6
Leavell Investment Management
Alabama
$2.94M +$343K +24,050 +13%
UBS Group
7
UBS Group
Switzerland
$2.29M +$41.6K +2,916 +2%
GC
8
Guggenheim Capital
Illinois
$2.26M -$1.39M -97,513 -38%
IWC
9
Integrated Wealth Concepts
Massachusetts
$2.17M -$363K -25,443 -14%
TP
10
Tranquility Partners
Tennessee
$1.27M -$38.1K -2,665 -3%
AWM
11
Apollon Wealth Management
South Carolina
$1.1M -$22.4K -1,571 -2%
SPIA
12
Steward Partners Investment Advisory
New York
$1.01M +$19.1K +1,341 +2%
LPL Financial
13
LPL Financial
California
$983K +$133K +9,344 +16%
Raymond James Financial
14
Raymond James Financial
Florida
$904K +$70K +4,900 +8%
VIA
15
Virtus Investment Advisers
Connecticut
$864K +$873K +61,113 New
MFG
16
Merit Financial Group
Georgia
$671K -$170K -11,901 -20%
SFS
17
Shaker Financial Services
Virginia
$667K +$386K +27,008 +134%
Lido Advisors
18
Lido Advisors
California
$647K
HH
19
Hilltop Holdings
Texas
$570K -$30.8K -2,155 -5%
AWS
20
Atria Wealth Solutions
New York
$482K -$65.5K -4,584 -12%
CMMS
21
Comprehensive Money Management Services
Florida
$476K +$10.7K +750 +2%
BPA
22
Beacon Pointe Advisors
California
$418K +$77K +5,394 +22%
AWE
23
Avidian Wealth Enterprises
Texas
$297K +$6.68K +468 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$286K +$5.41K +379 +2%
SRC
25
Shufro Rose & Co
New York
$280K +$71.4K +5,000 +34%

BSL Hedge Fund Activity: Q1 2025 in Review

43 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q1 2025, worth a combined $50.8M — down 11% from $57M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BSL and 2 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 19 added.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $873K. The largest seller was Morgan Stanley, cutting an estimated $2.67M.

  • 43 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q1 2025, down from 47 in Q4 2024.
  • Funds reported $50.8M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q1 2025, down 11% quarter-over-quarter.
  • 2 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q1 2025 and 6 closed out, a net change of -4 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q1 2025 was Virtus Investment Advisers, an estimated $873K added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q1 2025 was Morgan Stanley, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2025.