Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKSTONE STRATEGIC CRED 20 (BGB)

86 + Investors. Track Smart Money conviction in BGB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — BGB

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BGB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
86 funds currently hold this stock — 92% of the 3.0-year high of 93 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BGB is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

43 buying42 selling
Last quarter: 43 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new BGB position: 4 → 11 → 9 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 13% medium 27% new
52 out of 86 hedge funds have held BGB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

10 → 4 → 11 → 9 → 19 new funds/Q
New funds entering each quarter: 4 → 11 → 9 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 9% 1-2yr 28% new
Of 86 current holders: 54 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
7 of 86 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BGB

How many hedge funds hold BGB — quarterly history vs. share price
Quarterly hedge fund ownership of BGB vs. share price

Market Analysis: BGB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: BGB
2026 Q1 Stats Unlock in 20 days 86 + Investors

Track Smart Money conviction in BGB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 86 79 8.86%
13F Shares 21M 20M 4.51%
Total Value $242M $239M 1.21%
New Positions 19 9 +10
Increased Positions 24 31 -7
Closed Positions 12 5 +7
Reduced Positions 30 19 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BGB

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Institutional Holders (2026 Q1)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGB. Verified SEC 13F-HR filings.

Top 21 institutional holders of BGB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Robbins Farley 1.05% 213,678 $2.4M
2 Stolper Co 0.76% 25,931 $3K
3 Tranquility Partners, LLC 0.43% 103,079 $1.1M
4 MELFA WEALTH MANAGEMENT, INC. 0.07% 11,167 $125K
5 ELEVATION POINT WEALTH PARTNERS, LLC 0.07% 262,620 $2.9M
6 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% 11,400 $127K
7 Capital Investment Advisors, LLC 0.03% 157,363 $1.8M
8 CARY STREET PARTNERS FINANCIAL LLC 0.02% 78,916 $880K
9 SeaCrest Wealth Management, LLC 0.02% 13,918 $155K
10 Merit Financial Group, LLC 0.01% 170,368 $1.9M
11 Graves Light Lenhart Wealth, Inc. 0.01% 10,000 $112K
12 Essex Financial Services, Inc. 0.01% 16,646 $186K
13 Kathmere Capital Management, LLC 0.01% 12,842 $143K
14 OPPENHEIMER & CO INC 0.01% 52,513 $586K
15 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% 11,686 $130K
16 Noble Wealth Management PBC 0.00% 600 $7K
17 DAVENPORT & Co LLC 0.00% 27,827 $310K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 45,785 $509K
19 Spire Wealth Management 0.00% 2,500 $28K
20 Cambridge Investment Research Advisors, Inc. 0.00% 11,855
21 Blue Trust, Inc. 0.00% 1,950 $22K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLACKSTONE STRATEGIC CRED 20 (BGB)

What does the Smart Money Trend signal show for BGB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BGB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BGB?

Slight buying edge — 51% buying: Last quarter: 43 funds bought or added vs 42 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BGB holders?

Strong quality — 36% AUM from major funds: 7 of 86 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BGB?

60% of holders stayed for 2+ years: 52 out of 86 hedge funds have held BGB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.