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Blackstone Strategic Credit 2027 Term Fund

BGB
Exchange
NYSE
SEC CIK
0001546429

No open-market purchases or sales by Blackstone Strategic Credit 2027 Term Fund insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $257.7M in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in Blackstone Strategic Credit 2027 Term Fund as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
89
+1 vs. Q2 2022
Shares held
20.6M
+507.6K (+2.5%) vs. Q2 2022
Total value
$219.0M
−$5.68M (−2.5%) vs. Q2 2022
New holders
5
27 more added
Sold out
4
28 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BGB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 89 institutions
Q1 2021: 77 institutionsQ2 2021: 74 institutionsQ3 2021: 78 institutionsQ4 2021: 88 institutionsQ1 2022: 81 institutionsQ2 2022: 88 institutionsQ3 2022: 89 institutionsQ4 2022: 97 institutionsQ1 2023: 93 institutionsQ2 2023: 97 institutionsQ3 2023: 99 institutionsQ4 2023: 100 institutionsQ1 2024: 92 institutionsQ2 2024: 93 institutionsQ3 2024: 91 institutionsQ4 2024: 90 institutionsQ1 2025: 81 institutionsQ2 2025: 80 institutionsQ3 2025: 85 institutionsQ4 2025: 90 institutionsQ1 2026: 81 institutionsQ2 2026: 86 institutions
Value heldQ3 2022: $219.0M
Q1 2021: $262.7MQ2 2021: $274.1MQ3 2021: $265.4MQ4 2021: $256.7MQ1 2022: $249.1MQ2 2022: $224.7MQ3 2022: $219.0MQ4 2022: $241.1MQ1 2023: $245.4MQ2 2023: $253.1MQ3 2023: $261.1MQ4 2023: $249.8MQ1 2024: $255.2MQ2 2024: $266.4MQ3 2024: $246.6MQ4 2024: $247.9MQ1 2025: $241.2MQ2 2025: $237.3MQ3 2025: $239.0MQ4 2025: $242.0MQ1 2026: $235.2MQ2 2026: $257.7M
Institutions holding BGB and their total value by quarter
QuarterHoldersValue
Q2 202686$257.7M
Q1 202681$235.2M
Q4 202590$242.0M
Q3 202585$239.0M
Q2 202580$237.3M
Q1 202581$241.2M
Q4 202490$247.9M
Q3 202491$246.6M
Q2 202493$266.4M
Q1 202492$255.2M
Q4 2023100$249.8M
Q3 202399$261.1M
Q2 202397$253.1M
Q1 202393$245.4M
Q4 202297$241.1M
Q3 202289$219.0M
Q2 202288$224.7M
Q1 202281$249.1M
Q4 202188$256.7M
Q3 202178$265.4M
Q2 202174$274.1M
Q1 202177$262.7M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Blackstone Strategic Credit 2027 Term Fund; share changes are against Q2 2022.

Institutions holding BGB in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Coastal Bridge Advisors, LLC3,871,036$41.1M11.07%+82,841+2.2%Added
Morgan Stanley2,677,473$28.5M0.00%−26,910−1.0%Reduced
Guggenheim Capital LLC2,045,902$21.7M0.20%−57,269−2.7%Reduced
Sit Investment Associates Inc1,509,848$16.1M0.48%−31,737−2.1%Reduced
Bank of America Corp1,379,524$14.7M0.00%−175,499−11.3%Reduced
Wells Fargo & Company1,036,557$11.0M0.00%−10,753−1.0%Reduced
City of London Investment Management Co Ltd988,575$10.5M0.91%+503,308+103.7%Added
Rivernorth Capital Management, LLC924,929$9.83M0.44%00.0%Unchanged
Penserra Capital Management LLC668,762$7.11M0.20%+44,973+7.2%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital389,043$4.13M0.05%+39,043+11.2%Added
Allspring Global Investments Holdings, LLC386,107$4.10M0.01%00.0%Unchanged
Vivaldi Capital Management, LLC378,691$4.07M1.10%+378,691New
Capital Investment Advisors, LLC313,911$3.34M0.11%−10,257−3.2%Reduced
Hennion & Walsh Asset Management, Inc.278,246$2.96M0.19%−7,801−2.7%Reduced
Invesco Ltd.272,711$2.90M0.00%+23,209+9.3%Added
Steward Partners Investment Advisory, LLC222,744$2.37M0.04%−697−0.3%Reduced
Next Capital Management LLC221,069$2.35M1.78%+812+0.4%Added
First Trust Advisors LP207,389$2.21M0.00%−12,342−5.6%Reduced
UBS Group AG191,647$2.04M0.00%−33,552−14.9%Reduced
Advisors Asset Management, Inc.189,688$2.02M0.04%+13,778+7.8%Added
Thrivent Financial for Lutherans156,226$1.66M0.00%00.0%Unchanged
Icon Advisers Inc136,826$1.45M0.40%+6,076+4.6%Added
Commonwealth Equity Services, LLC118,050$1.25M0.00%−11,381−8.8%Reduced
Cresset Asset Management, LLC113,540$1.21M0.02%00.0%Unchanged
Saba Capital Management, L.P.112,407$1.20M0.02%+4,000+3.7%Added
Logan Stone Capital, LLC105,409$1.12M0.74%−29,675−22.0%Reduced
Advisor Group Holdings, Inc.96,727$1.03M0.00%−3,528−3.5%Reduced
Raymond James & Associates96,699$1.03M0.00%+6,990+7.8%Added
Shaker Financial Services, LLC93,422$993.0K0.49%−165,309−63.9%Reduced
Advisory Services Network, LLC76,924$818.0K0.03%−1,402−1.8%Reduced
Selway Asset Management76,805$816.0K0.48%−5,650−6.9%Reduced
Raymond James Financial Services Advisors, Inc.71,757$763.0K0.00%+8,210+12.9%Added
GWM Advisors LLC70,555$750.0K0.01%+300+0.4%Added
Oder Investment Management, LLC63,176$672.0K0.79%−1,289−2.0%Reduced
Riverbridge Partners LLC61,224$651.0K0.01%+528+0.9%Added
Stolper Co58,663$624.0K0.31%+1,972+3.5%Added
Royal Bank of Canada56,450$600.0K0.00%−623−1.1%Reduced
Snowden Capital Advisors LLC50,334$535.0K0.02%+2,365+4.9%Added
Stifel Financial Corp47,178$502.0K0.00%−58,915−55.5%Reduced
FourThought Financial, LLC42,278$449.0K0.07%+12,831+43.6%Added
Claybrook Capital, LLC35,988$383.0K0.24%00.0%Unchanged
Bulldog Investors, LLP35,613$379.0K0.11%00.0%Unchanged
Northwestern Mutual Wealth Management Co35,487$378.0K0.00%−1,295−3.5%Reduced
Virtus ETF Advisers LLC35,452$377.0K0.15%+35,452New
LPL Financial LLC29,276$311.0K0.00%−1,225−4.0%Reduced
Summit Financial Wealth Advisors, LLC28,450$297.0K0.09%−1,500−5.0%Reduced
Round Rock Advisors, LLC27,798$295.0K0.13%+7,000+33.7%Added
Rothschild Investment Corp25,780$274.0K0.03%00.0%Unchanged
Oppenheimer & Co Inc25,168$268.0K0.01%+932+3.8%Added
Family Management Corp24,921$265.0K0.07%00.0%Unchanged
Raymond James Trust N.A.24,848$264.0K0.01%+7,944+47.0%Added
Greytown Advisors Inc.23,982$255.0K0.15%00.0%Unchanged
Transcend Wealth Collective, LLC21,200$225.0K0.03%00.0%Unchanged
Fifth Third Bancorp20,000$213.0K0.00%00.0%Unchanged
CNH Partners LLC19,860$211.0K0.00%+4,984+33.5%Added
Quantedge Capital Pte Ltd18,338$195.0K0.06%−4,662−20.3%Reduced
Twelve Points Wealth Management LLC17,949$191.0K0.15%−2,100−10.5%Reduced
Landscape Capital Management, L.L.C.17,308$184.0K0.02%−12,493−41.9%Reduced
Nations Financial Group Inc,17,350$184.0K0.03%00.0%Unchanged
Eagle Bay Advisors LLC16,669$177.0K0.11%−7,011−29.6%Reduced
Bramshill Investments, LLC16,408$174.0K0.02%00.0%Unchanged
Foresight Wealth Management, LLC15,082$160.0K0.07%+47+0.3%Added
National Asset Management, Inc.15,010$160.0K0.00%+15,010New
D. E. Shaw & Co., Inc.15,000$159.0K0.00%00.0%Unchanged
FirstPurpose Wealth LLC15,000$159.0K0.10%00.0%Unchanged
Cetera Investment Advisers14,814$157.0K0.00%+1,500+11.3%Added
Cambridge Investment Research Advisors, Inc.14,196$151.0K0.00%+1,828+14.8%Added
Detalus Advisors, LLC13,953$148.0K0.09%00.0%Unchanged
Keystone Financial Group13,640$145.0K0.03%+3,428+33.6%Added
Janney Montgomery Scott LLC13,050$139.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc12,734$135.0K0.00%−4,274−25.1%Reduced
Wetherby Asset Management Inc12,500$133.0K0.01%00.0%Unchanged
HighTower Advisors, LLC12,234$129.0K0.00%+21+0.2%Added
JT Stratford LLC12,001$128.0K0.05%00.0%Unchanged
Magnus Financial Group LLC11,500$122.0K0.02%+11,500New
Graves-Light Private Wealth Management, Inc.10,000$106.0K0.02%00.0%Unchanged
Rockefeller Capital Management L.P.6,000$63.0K0.00%−1,773−22.8%Reduced
Horrell Capital Management, Inc.5,000$53.0K0.02%00.0%Unchanged
Bessemer Group Inc2,532$27.0K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc2,234$24.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC2,200$23.0K0.02%00.0%Unchanged
Activest Wealth Management2,000$23.0K0.01%+2,000New
High Net Worth Advisory Group LLC1,472$16.0K0.01%+28+1.9%Added
Private Trust Co NA1,500$16.0K0.00%+300+25.0%Added
Lazard Asset Management LLC–$10.0K0.00%––
The PNC Financial Services Group, Inc.500$5.00K0.00%00.0%Unchanged
Gradient Investments LLC275$3.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC100$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc29––00.0%Unchanged
Matisse Capital0$00.00%−14,997−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−14,434−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−2,615−100.0%Sold out
Carmichael Hill & Associates, Inc.0$00.00%−1,313−100.0%Sold out