Blackstone Senior Floating Rate 2027 Term Fund
BSL- Exchange
- NYSE
- SEC CIK
- 0001486298
No open-market purchases or sales by Blackstone Senior Floating Rate 2027 Term Fund insiders were filed in the last 90 days; 42 institutions reported holding it in 13F filings for Q2 2026, worth $47.0M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Blackstone Senior Floating Rate 2027 Term Fund as of Dec 31, 2024. 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
- 47
- +2 vs. Q3 2024
- Shares held
- 3.97M
- −147.0K (−3.6%) vs. Q3 2024
- Total value
- $57.0M
- −$1.20M (−2.1%) vs. Q3 2024
- New holders
- 5
- 14 more added
- Sold out
- 3
- 18 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSL 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 42 | $47.0M |
| Q1 2026 | 48 | $45.8M |
| Q4 2025 | 46 | $43.8M |
| Q3 2025 | 43 | $47.1M |
| Q2 2025 | 40 | $48.7M |
| Q1 2025 | 44 | $51.4M |
| Q4 2024 | 47 | $57.0M |
| Q3 2024 | 47 | $58.5M |
| Q2 2024 | 49 | $60.7M |
| Q1 2024 | 47 | $65.3M |
| Q4 2023 | 58 | $74.3M |
| Q3 2023 | 59 | $73.2M |
| Q2 2023 | 58 | $69.5M |
| Q1 2023 | 59 | $69.1M |
| Q4 2022 | 54 | $65.3M |
| Q3 2022 | 47 | $65.0M |
| Q2 2022 | 45 | $64.7M |
| Q1 2022 | 41 | $68.2M |
| Q4 2021 | 37 | $74.9M |
| Q3 2021 | 40 | $75.8M |
| Q2 2021 | 43 | $78.7M |
| Q1 2021 | 45 | $75.1M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Blackstone Senior Floating Rate 2027 Term Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 793,763 | $11.4M | 0.00% | +78,840+11.0% | Added |
| Morgan Stanley | 541,782 | $7.77M | 0.00% | +13,231+2.5% | Added |
| Advisors Asset Management, Inc. | 277,999 | $3.99M | 0.07% | +18,454+7.1% | Added |
| Rivernorth Capital Management, LLC | 276,047 | $3.96M | 0.19% | −98,851−26.4% | Reduced |
| Guggenheim Capital LLC | 257,386 | $3.69M | 0.03% | −70,400−21.5% | Reduced |
| Invesco Ltd. | 233,807 | $3.35M | 0.00% | +37,265+19.0% | Added |
| Leavell Investment Management, Inc. | 184,180 | $2.64M | 0.13% | +12,955+7.6% | Added |
| Integrated Wealth Concepts LLC | 179,223 | $2.57M | 0.03% | −3,542−1.9% | Reduced |
| UBS Group AG | 159,373 | $2.29M | 0.00% | −16,996−9.6% | Reduced |
| Tranquility Partners, LLC | 92,329 | $1.32M | 0.50% | −4,505−4.7% | Reduced |
| Jones Road Capital Management, L.P. | 80,903 | $1.16M | 0.80% | −48,565−37.5% | Reduced |
| Apollon Wealth Management, LLC | 79,409 | $1.14M | 0.03% | −3,507−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 69,920 | $1.00M | 0.01% | −371−0.5% | Reduced |
| LPL Financial LLC | 60,240 | $863.8K | 0.00% | +2,983+5.2% | Added |
| Merit Financial Group, LLC | 59,413 | $852.0K | 0.02% | −21,383−26.5% | Reduced |
| Raymond James Financial Inc | 59,080 | $847.2K | 0.00% | +59,080 | New |
| Virtus ETF Advisers LLC | 46,387 | $665.2K | 0.27% | +6,271+15.6% | Added |
| Lido Advisors, LLC | 45,805 | $661.8K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 43,672 | $626.3K | 0.16% | −90,533−67.5% | Reduced |
| Hilltop Holdings Inc. | 42,515 | $609.7K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 38,721 | $555.5K | 0.01% | −2,099−5.1% | Reduced |
| Comprehensive Money Management Services LLC | 32,930 | $472.2K | 0.39% | +32,930 | New |
| Beacon Pointe Advisors, LLC | 24,198 | $347.0K | 0.00% | +150+0.6% | Added |
| Jaffetilchin Investment Partners, LLC | 21,197 | $304.0K | 0.02% | −8,833−29.4% | Reduced |
| Avidian Wealth Solutions, LLC | 20,547 | $294.6K | 0.01% | +459+2.3% | Added |
| Shaker Financial Services, LLC | 20,177 | $291.5K | 0.11% | −1,500−6.9% | Reduced |
| Royal Bank of Canada | 19,884 | $285.0K | 0.00% | +7,771+64.2% | Added |
| Chicago Partners Investment Group LLC | 18,728 | $267.8K | 0.01% | +368+2.0% | Added |
| Captrust Financial Advisors | 17,775 | $254.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,711 | $240.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 16,394 | $235.1K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,198 | $217.9K | 0.00% | −950−5.9% | Reduced |
| Shufro Rose & Co LLC | 14,800 | $212.2K | 0.02% | −5,000−25.3% | Reduced |
| Advisor Group Holdings, Inc. | 14,107 | $202.4K | 0.00% | −2,320−14.1% | Reduced |
| Uptown Financial Advisors LLC | 13,840 | $198.5K | 0.21% | +13,840 | New |
| NTV Asset Management LLC | 12,650 | $181.4K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,163 | $174.4K | 0.01% | −620−4.9% | Reduced |
| Signaturefd, LLC | 11,561 | $165.8K | 0.00% | +265+2.3% | Added |
| Stratos Wealth Partners, LTD. | 11,419 | $163.7K | 0.00% | −252−2.2% | Reduced |
| Journey Strategic Wealth LLC | 10,155 | $145.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 7,940 | $112.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,287 | $75.8K | 0.00% | +83+1.6% | Added |
| Wells Fargo & Company | 4,765 | $68.3K | 0.00% | +501+11.7% | Added |
| Noble Wealth Management PBC | 4,142 | $59.4K | 0.04% | +4,142 | New |
| BlackRock, Inc. | 2,829 | $40.6K | 0.00% | +2,829 | New |
| Harbour Investments, Inc. | 300 | $4.30K | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −42,884−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −10,457−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −5,858−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |