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Blackstone Strategic Credit 2027 Term Fund hedge fund holdings

BGBNYSE
$11.13+0.03 (+0.27%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BGB · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-8.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252919$17.8M$11.1M77Aug 14, 2025
Q3 20252217$11.2M$22.2M81Nov 14, 2025
Q4 20252628$33.5M$25.8M85Feb 14, 2026
Q1 20262029$20.2M$12.8M79May 15, 2026
Q2 20262921$35.5M$14.5M83Aug 14, 2026

Quarterly action breakdown

Q2 2026
83 filers
New position
11
$16.1M+1.43M sh
Increased
18
$19.4M+1.72M sh
Reduced
15
-$13.2M-1.17M sh
Out / sold
6
-$1.23M-109K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Atlas Wealth LLCNew Buy+$10.6M$10.6M1.51%Jul 28, 2026
Sit Investment Associates IncAdded 32.05%+$9.97M$41.1M0.78%Aug 12, 2026
Coastal Bridge Advisors, LLCReduce 7.85%-$2.17M$25.5M1.58%Aug 17, 2026
Thomas J. Herzfeld Advisors, Inc.New Buy+$1.27M$1.27M0.39%Aug 10, 2026
City of London Investment Management Co LtdReduce 85.02%-$1.14M$201K0.01%Jul 31, 2026
Loomis Sayles & Co L PAdded 15.91%+$772K$5.63M0.01%Aug 14, 2026
Icon Advisers IncNew Buy+$679K$679K0.13%Aug 13, 2026
Lido Advisors, LLCSell 100%-$634K$00.00%Aug 7, 2026
Cresset Asset Management, LLCAdded 6.54%+$501K$8.16M0.03%Aug 14, 2026
Elevation Point Wealth Partners, LLCReduce 10.85%-$322K$2.65M0.05%Aug 12, 2026
Robbins FarleyAdded 13.23%+$320K$2.73M1.05%Jul 23, 2026
Vestmark Advisory Solutions, Inc.Reduce 10.75%-$319K$2.65M0.02%Aug 14, 2026
Tranquility Partners, LLCReduce 17.24%-$201K$964K0.33%Jul 23, 2026
Choreo, LLCNew Buy+$171K$171K0.00%Aug 4, 2026
Sierra Summit Advisors LLCNew Buy+$159K$159K0.02%Jul 20, 2026
SeaCrest Wealth Management, LLCSell 100%-$155K$00.00%Jul 9, 2026
Kathmere Capital Management, LLCSell 100%-$143K$00.00%Jul 29, 2026
CSS LLCAdded 14.68%+$120K$935K0.04%Aug 14, 2026
Evolve Private Wealth, LLCNew Buy+$115K$115K0.01%Aug 12, 2026
Cary Street Partners Financial LLCReduce 10.82%-$96.5K$795K0.02%Jul 17, 2026
Oppenheimer & Co IncAdded 15.58%+$92.4K$686K0.01%Aug 3, 2026
Thrivent Financial for LutheransReduce 4.89%-$90.4K$1.76M0.00%Aug 14, 2026
Virtus Investment Advisers, LLCReduce 22.13%-$88K$310K0.07%Aug 11, 2026
Cary Street Partners Investment Advisory LLCReduce 63.42%-$81.7K$47.1K0.01%Jul 17, 2026
Capital Investment Advisors, LLCReduce 2.41%-$42.8K$1.74M0.02%Aug 6, 2026
BTG Pactual Asset Management US LLCReduce 9.75%-$32.2K$298K0.02%Aug 14, 2026
Logan Stone Capital, LLCAdded 0.84%+$30.5K$3.66M0.77%Aug 14, 2026
Calamos Advisors LLCAdded 7.14%+$28.2K$423K0.00%Jul 31, 2026
JT Stratford LLCReduce 18.04%-$25.3K$115K0.01%Aug 14, 2026
Transcend Capital Advisors, LLCReduce 0.44%-$22K$4.96M0.33%Aug 4, 2026
Ethos Financial Group, LLCAdded 9.57%+$17K$195K0.01%Aug 7, 2026
Moors & Cabot, Inc.Added 5.05%+$15.5K$323K0.01%Aug 10, 2026
Quantify Chaos Advisors, LLCAdded 1.30%+$15.1K$1.17M3.30%Jul 30, 2026
Keystone Financial GroupAdded 8.55%+$10.7K$136K0.01%Jul 29, 2026
Clear Harbor Asset Management, LLCReduce 0.89%-$8.65K$964K0.06%Aug 12, 2026
Oder Investment Management, LLCAdded 1.41%+$7.67K$554K0.37%Aug 11, 2026
Closed-End Fund Advisors, Inc.Reduce 0.75%-$4.48K$595K0.58%Jul 27, 2026
Institute for Wealth Management, LLC.New Buy+$3.96K$3.96K0.00%Jul 28, 2026
&PartnersAdded 0.76%+$3.47K$462K0.00%Aug 14, 2026
Kingsview Wealth Management, LLCAdded 0.08%+$305$388K0.00%Aug 19, 2026
Essex Financial Services, Inc.Added 0.02%+$34$188K0.01%Aug 10, 2026

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