Who Owns BGB?
Blackstone Strategic Credit 2027 Term Fund — Institutional Ownership & 13F Holdings
$11.19
-0.03 (-0.27%)
Market Cap
$512.5M
Shares Outstanding
44,664,400
Institutional Holders
79
Total Inst. Value
$203.8M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
12
Closed Positions
13
Increased
22
Decreased
29
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Coastal Bridge Advisors, LLC | $38.7M | 3,201,078 |
| 2 | BANK OF AMERICA CORP /DE/ | $31.8M | 2,633,969 |
| 3 | MORGAN STANLEY | $25.2M | 2,089,528 |
| 4 | WELLS FARGO & COMPANY/MN | $22.8M | 1,888,743 |
| 5 | HighTower Advisors, LLC | $10.6M | 875,344 |
| 6 | Advisors Asset Management, Inc. | $9.8M | 813,997 |
| 7 | TRANSCEND CAPITAL ADVISORS, LLC | $6.5M | 537,002 |
| 8 | GUGGENHEIM CAPITAL LLC | $6.1M | 507,859 |
| 9 | UBS Group AG | $5.2M | 431,013 |
| 10 | Integrated Wealth Concepts LLC | $5.2M | 429,670 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +297K | $31.8M |
| MORGAN STANLEY | +297K | $25.2M |
| WELLS FARGO & COMPANY/MN | +44K | $22.8M |
| HighTower Advisors, LLC | +6K | $10.6M |
| Advisors Asset Management, Inc. | +75K | $9.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Pathstone Holdings, LLC | -516K | $17K |
| ENVESTNET ASSET MANAGEMENT INC | -146K | $272K |
| GUGGENHEIM CAPITAL LLC | -84K | $6.1M |
| Coastal Bridge Advisors, LLC | -72K | $38.7M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | -67K | $2.9M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold BGB?
As of Q1 2025, 79 institutional investors report holding BGB (Blackstone Strategic Credit 2027 Term Fund) in their 13F filings.
Which hedge fund owns the most BGB?
The largest institutional holder of BGB is Coastal Bridge Advisors, LLC with $38.7M in shares.
Are institutions buying or selling BGB?
This quarter, 12 institutions opened new positions in BGB and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.