5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 696; Last 30 days · 09/03–10/02
13D reports: 376; Last 30 days · 09/03–10/02
First reports over 5%: 258; Last 30 days · 09/03–10/02
Dropped below 5%: 93; Last 30 days · 09/03–10/02

5% stake reports

Blackstone Strategic Credit 2027 Term Fund BGB

	Holder			Kind
08/13	Stanley Morgan08/13	5.7%2,536,491 sh	First report	13G passive
04/06	Sit Investment Associates04/06	6.2%2,753,133 sh	First report	13G passive
02/12	Bank of America02/12	4.4%1,944,492 sh	−0.8pp	13G passiveAmendment
25/02/14	Bank of America25/02/14	5.2%2,336,627 sh	First report	13G passive