Who Owns Blackstone Strategic Credit 2027 Term Fund Stock?
NYSE: BGBFinanceTrusts Except Educational Religious and CharitableUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 51.31%
- Held by insiders
- 0.00%
- Institutional holders
- 93
- Institutions 51.3%
- Insiders 0.0%
- Public and other 48.7%
Who owns Blackstone Strategic Credit 2027 Term Fund stock?
Institutional investors own about 51.3% of Blackstone Strategic Credit 2027 Term Fund's shares, spread across 93 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.00% of BGB.
The largest institutional holders are SIT Investment Associates Inc (8.14%), Morgan Stanley (5.68%) and Coastal Bridge Advisors, Llc (5.06%). Together, the top 10 institutions control 36.2% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their BGB positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BGB
| Institution | Shares | % Held | Change |
|---|---|---|---|
| SIT Investment Associates Inc | 3.64M | 8.14% | +32.0% |
| Morgan Stanley | 2.54M | 5.68% | +14.0% |
| Coastal Bridge Advisors, Llc | 2.26M | 5.06% | -7.8% |
| Wells Fargo & Company | 1.76M | 3.94% | -5.7% |
| Bank of America Corporation | 1.66M | 3.71% | -16.0% |
| Raymond James Financial, Inc. | 1.14M | 2.56% | -1.2% |
| Atlas Wealth LLC | 939.96K | 2.10% | +100.0% |
| HighTower Advisors, LLC | 934.51K | 2.09% | +2.6% |
| Cresset Asset Management, LLC | 722.56K | 1.62% | +6.5% |
| Advisors Asset Management, Inc. | 591.68K | 1.32% | -29.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BGB
| Fund | Shares | % Held |
|---|---|---|
| Guggenheim Strategic Opportunities Fund | 186.74K | 0.42% |
| Guggenheim Active Allocation Fund | 91.38K | 0.20% |
| SCM Trust-Icon Flexible Bond Fund | 60.07K | 0.13% |
| Thrivent Mutual Funds-Thrivent Multisector Bond Fund | 42.06K | 0.09% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 27.39K | 0.06% |
| Thrivent Mutual Funds-Thrivent Conservative Allocation Fund | 17.57K | 0.04% |
| Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF | 14.94K | 0.03% |
| Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF | 11.59K | 0.03% |
| Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio | 10.73K | 0.02% |
| Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio | 8.37K | 0.02% |
Frequently asked questions
Who is the largest shareholder of Blackstone Strategic Credit 2027 Term Fund?
SIT Investment Associates Inc is the largest institutional shareholder of BGB, owning 8.14% of shares outstanding (3.64M shares) as of its latest 13F filing.
What percentage of Blackstone Strategic Credit 2027 Term Fund is owned by institutions?
Institutions own about 51.3% of BGB shares and 51.3% of the public float.
How much of Blackstone Strategic Credit 2027 Term Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of BGB shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.