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BSL

Blackstone Senior Floating Rate 2027 Term Fund

40 hedge funds and large institutions have $48.7M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $50.8M → $48.7M (-$2.04M)

1.42% less ownership

Funds ownership: 27.62%26.21% (-1.4%)

7% less funds holding

Funds holding: 4340 (-3)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
16
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
$11.6M +$201K +14,283 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.75M -$322K -22,844 -6%
AAM
3
Advisors Asset Management
Colorado
$3.82M -$122K -8,658 -3%
Invesco
4
Invesco
Georgia
$3.66M -$444K -31,547 -11%
RCM
5
Rivernorth Capital Management
Florida
$3.23M -$40.8K -2,900 -1%
LIM
6
Leavell Investment Management
Alabama
$3.12M +$141K +10,000 +5%
UBS Group
7
UBS Group
Switzerland
$2.29M -$32.4K -2,299 -1%
IWC
8
Integrated Wealth Concepts
Massachusetts
$2.09M -$111K -7,918 -5%
GC
9
Guggenheim Capital
Illinois
$1.37M -$906K -64,306 -40%
TP
10
Tranquility Partners
Tennessee
$1.24M -$45.1K -3,203 -4%
LPL Financial
11
LPL Financial
California
$1.14M +$141K +10,032 +14%
AWM
12
Apollon Wealth Management
South Carolina
$1.1M -$9.52K -676 -0.9%
Raymond James Financial
13
Raymond James Financial
Florida
$1.04M +$120K +8,506 +13%
SPIA
14
Steward Partners Investment Advisory
New York
$1.02M +$5.01K +356 +0.5%
Lido Advisors
15
Lido Advisors
California
$655K
MFG
16
Merit Financial Group
Georgia
$654K -$24.8K -1,763 -4%
VIA
17
Virtus Investment Advisers
Connecticut
$648K -$223K -15,826 -26%
HH
18
Hilltop Holdings
Texas
$577K
CMMS
19
Comprehensive Money Management Services
Florida
$482K
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$435K +$178K +12,659 +71%
BPA
21
Beacon Pointe Advisors
California
$423K
CBA
22
Coastal Bridge Advisors
Connecticut
$392K +$386K +27,402 New
CPIG
23
Chicago Partners Investment Group
Illinois
$317K +$42.4K +3,010 +16%
AWE
24
Avidian Wealth Enterprises
Texas
$307K +$6.14K +436 +2%
SRC
25
Shufro Rose & Co
New York
$280K

BSL Hedge Fund Activity: Q2 2025 in Review

40 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q2 2025, worth a combined $48.7M — down 4% from $50.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BSL and 3 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 12 added.

The largest buyer was Coastal Bridge Advisors, opening a new position worth an estimated $386K. The largest seller was Guggenheim Capital, cutting an estimated $906K.

  • 40 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q2 2025, down from 43 in Q1 2025.
  • Funds reported $48.7M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q2 2025, down 4% quarter-over-quarter.
  • 3 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q2 2025 and 6 closed out, a net change of -3 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q2 2025 was Coastal Bridge Advisors, an estimated $386K added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q2 2025 was Guggenheim Capital, an estimated $906K sold.

Based on aggregated 13F filings for Q2 2025.