BLACKSTONE STRATEGIC CRED 20 BGB
COM SHS BEN IN · Closed-End Fund · CUSIP 09257R101
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.58.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 90 |
| Q4 2022 | 97 |
Biggest buyers
| Integrated Wealth Concepts LLC | New | +658.4k |
| MORGAN STANLEY | Added | +269.0k |
| OAKTREE CAPITAL MANAGEMENT LP | Added | +123.1k |
| Coastal Bridge Advisors, LLC | Added | +115.0k |
| Saba Capital Management, L.P. | Added | +87.3k |
| Penserra Capital Management LLC | Added | +66.0k |
| Raymond James Financial Services Advisors, Inc. | Added | +63.8k |
| Almitas Capital LLC | New | +57.4k |
| AQR Arbitrage LLC | Added | +47.4k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Added | +43.7k |
Biggest sellers
| GUGGENHEIM CAPITAL LLC | Reduced | -256.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -237.0k |
| SIT INVESTMENT ASSOCIATES INC | Reduced | -131.3k |
| Steward Partners Investment Advisory, LLC | Reduced | -122.2k |
| Shaker Financial Services, LLC | Sold out | -93.4k |
| Hennion & Walsh Asset Management, Inc. | Reduced | -51.0k |
| Capital Investment Advisors, LLC | Reduced | -48.5k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | -29.0k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -22.0k |
| TRANSCEND CAPITAL ADVISORS, LLC | Sold out | -21.2k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2026-04-06 | 6.2% |
| MORGAN STANLEY 13G · institution new · filed 2026-08-13 | 5.7% |
| Coastal Bridge Advisors, LLC 13G · passive investor new · filed 2026-10-09 | 5.1% |
Fell to 5% or below in the last year: BANK OF AMERICA CORP /DE/ (4.4%, 2026-02-12)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 1 | $556 | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Coastal Bridge Advisors, LLC 11.97% of their portfolio | 4.0m $42.2m | Added +115.0k |
| MORGAN STANLEY 0.00% of their portfolio | 2.9m $31.2m | Added +269.0k |
| GUGGENHEIM CAPITAL LLC 0.17% of their portfolio | 1.8m $18.9m | Reduced -256.5k |
| Atlas Wealth LLC 4.11% of their portfolio | 1.4m $15.2m | First filing |
| SIT INVESTMENT ASSOCIATES INC 0.41% of their portfolio | 1.4m $14.6m | Reduced -131.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $12.1m | Reduced -237.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.1m $11.3m | Added +29.3k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.88% of their portfolio | 1.0m $10.9m | Added +43.7k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.43% of their portfolio | 911.8k $9.6m | Reduced -13.1k |
| Penserra Capital Management LLC 0.17% of their portfolio | 734.8k $7.8m | Added +66.0k |
| Integrated Wealth Concepts LLC 0.19% of their portfolio | 658.4k $7.0m | New |
| OAKTREE CAPITAL MANAGEMENT LP 0.06% of their portfolio | 512.1k $5.4m | Added +123.1k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 404.3k $4.3m | Added +18.2k |
| DEBUSSY CAPITAL MANAGEMENT LP 1.07% of their portfolio | 403.8k $4.3m | Added +25.1k |
| Invesco Ltd. 0.00% of their portfolio | 280.5k $3.0m | Added +7.8k |
| Capital Investment Advisors, LLC 0.08% of their portfolio | 265.4k $2.8m | Reduced -48.5k |
| Next Capital Management LLC 1.43% of their portfolio | 250.6k $2.7m | Added +29.5k |
| Hennion & Walsh Asset Management, Inc. 0.15% of their portfolio | 227.3k $2.4m | Reduced -51.0k |
| Advisors Asset Management, Inc. 0.05% of their portfolio | 210.8k $2.2m | Added +21.1k |
| UBS Group AG 0.00% of their portfolio | 207.2k $2.2m | Added +15.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 206.6k $2.2m | Reduced -743 |
| Saba Capital Management, L.P. 0.04% of their portfolio | 199.8k $2.1m | Added +87.3k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 162.2k $1.7m | Added +6.0k |
| ICON ADVISERS INC/CO 0.43% of their portfolio | 158.8k $1.7m | Added +22.0k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 135.6k $1.4m | Added +63.8k |
| Logan Stone Capital, LLC 0.47% of their portfolio | 118.3k $1.3m | Added +12.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 117.6k $1.2m | Added +20.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 114.1k $1.2m | Reduced -4.0k |
| Cresset Asset Management, LLC 0.02% of their portfolio | 113.5k $1.2m | Unchanged |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 100.5k $1.1m | Reduced -122.2k |
| Selway Asset Management 0.46% of their portfolio | 82.5k $872.4k | Added +5.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 74.7k $790.3k | Reduced -22.0k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 67.3k $706.7k | Reduced -3.3k |
| AQR Arbitrage LLC 0.02% of their portfolio | 67.2k $711.1k | Added +47.4k |
| RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio | 65.8k $696.0k | Added +4.6k |
| Advisory Services Network, LLC 0.02% of their portfolio | 63.8k $674.6k | Reduced -13.2k |
| Oder Investment Management, LLC 0.80% of their portfolio | 60.7k $642.5k | Reduced -2.5k |
| Snowden Capital Advisors LLC 0.03% of their portfolio | 59.5k $630.0k | Added +9.2k |
| Almitas Capital LLC 0.28% of their portfolio | 57.4k $606.9k | New |
| Stolper Co 0.26% of their portfolio | 56.5k $598.0k | Reduced -2.1k |
| HighTower Advisors, LLC 0.00% of their portfolio | 55.3k $586.0k | Added +43.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 49.3k $521.8k | Added +2.1k |
| FourThought Financial Partners, LLC 0.07% of their portfolio | 43.8k $463.7k | First filing |
| Meteora Capital, LLC 0.09% of their portfolio | 39.9k $421.9k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 38.4k $406.0k | Reduced -18.0k |
| Claybrook Capital, LLC 0.23% of their portfolio | 36.0k $380.8k | Unchanged |
| Bulldog Investors, LLP 0.11% of their portfolio | 35.6k $376.8k | Unchanged |
| INVICTUS PRIVATE WEALTH, LLC 0.05% of their portfolio | 33.5k $354.5k | First filing |
| VIRTUS ADVISERS, LLC 0.18% of their portfolio | 33.1k $350.4k | Reduced -2.3k |
| Round Rock Advisors LLC 0.13% of their portfolio | 29.5k $312.1k | Added +1.7k |
| Summit Financial Wealth Advisors, LLC 0.07% of their portfolio | 26.8k $283.0k | Reduced -1.7k |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 26.3k $278.3k | Added +1.1k |
| Family Manage LLC 0.07% of their portfolio | 26.0k $274.9k | Added +1.1k |
| ROTHSCHILD INVESTMENT LLC /IL 0.03% of their portfolio | 25.8k $273.0k | Unchanged |
| RAYMOND JAMES TRUST N.A. 0.01% of their portfolio | 24.8k $263.0k | Unchanged |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio | 24.5k $259.2k | Added +7.1k |
| Greytown Advisors Inc. 0.14% of their portfolio | 24.0k $253.7k | Unchanged |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio | 22.2k $234.7k | Added +4.9k |
| Cetera Investment Advisers 0.00% of their portfolio | 20.7k $219.3k | Added +5.9k |
| LPL Financial LLC 0.00% of their portfolio | 20.4k $215.8k | Reduced -8.9k |
| OTA Financial Group L.P. 0.21% of their portfolio | 20.2k $213.0k | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 20.0k $211.6k | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 18.7k $198.0k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 16.9k $178.9k | New |
| Twelve Points Wealth Management LLC 0.11% of their portfolio | 15.8k $167.7k | Reduced -2.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 15.0k $158.7k | Unchanged |
| FirstPurpose Wealth LLC 0.09% of their portfolio | 15.0k $158.7k | Unchanged |
| Bramshill Investments, LLC 0.02% of their portfolio | 14.9k $158.1k | Reduced -1.5k |
| Keystone Financial Group 0.03% of their portfolio | 14.5k $153.1k | Added +834 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 14.3k $151.0k | New |
| Detalus Advisors, LLC 0.07% of their portfolio | 14.0k $147.6k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 13.8k $145.6k | Added +1.0k |
| B. Riley Wealth Advisors, Inc. 0.00% of their portfolio | 13.0k $137.6k | Reduced -2.0k |
| Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio | 12.5k $132.2k | Unchanged |
| JT Stratford LLC 0.04% of their portfolio | 12.0k $127.0k | Unchanged |
| Magnus Financial Group LLC 0.02% of their portfolio | 11.5k $121.7k | Unchanged |
| INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio | 10.9k $115.3k | New |
| Moors & Cabot, Inc. 0.01% of their portfolio | 10.2k $108.4k | New |
| Graves Light Lenhart Wealth, Inc. 0.02% of their portfolio | 10.0k $105.8k | Unchanged |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 9.3k $98.0k | New |
| Elequin Capital, LP 0.02% of their portfolio | 7.8k $82.0k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 6.4k $68.2k | Reduced -29.0k |
| Horrell Capital Management, Inc. 0.02% of their portfolio | 5.0k $53.0k | Unchanged |
| BESSEMER GROUP INC 0.00% of their portfolio | 3.6k $38.0k | Added +1.1k |
| M&R CAPITAL MANAGEMENT INC 0.01% of their portfolio | 3.2k $34.4k | New |
| Pinnacle Financial Partners Inc 0.00% of their portfolio | 2.2k $23.6k | Unchanged |
| Activest Wealth Management 0.01% of their portfolio | 2.0k $23.4k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 1.8k $19.0k | Added +300 |
| High Net Worth Advisory Group LLC 0.01% of their portfolio | 1.5k $15.9k | Added +33 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 1.5k $15.9k | New |
| Eagle Bay Advisors LLC 0.01% of their portfolio | 1.1k $11.9k | Reduced -15.5k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 1.0k $10.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 500 $5.3k | Unchanged |
| Gradient Investments LLC 0.00% of their portfolio | 275 $2.9k | Unchanged |
| Hexagon Capital Partners LLC 0.00% of their portfolio | 100 $1.1k | Unchanged |
| FMR LLC 0.00% of their portfolio | 1 $11 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |