Morgan Stanley
BGX

Morgan Stanley’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Morgan Stanley’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.26M Sell
390,996
-198,252
-34% -$2.21M ﹤0.01% 4253
2025
Q4 		$6.87M Buy
589,248
+17,594
+3% +$207K ﹤0.01% 3938
2025
Q3 		$6.86M Buy
571,654
+31,323
+6% +$390K ﹤0.01% 3886
2025
Q2 		$6.71M Sell
540,331
-7,200
-1% -$86.9K ﹤0.01% 3809
2025
Q1 		$6.76M Sell
547,531
-2,062
-0.4% -$26.1K ﹤0.01% 3669
2024
Q4 		$6.84M Sell
549,593
-60,817
-10% -$778K ﹤0.01% 3719
2024
Q3 		$7.81M Buy
610,410
+14,683
+2% +$188K ﹤0.01% 3620
2024
Q2 		$7.4M Sell
595,727
-3,967
-0.7% -$49.3K ﹤0.01% 3563
2024
Q1 		$7.38M Sell
599,694
-568,212
-49% -$6.8M ﹤0.01% 3579
2023
Q4 		$13.4M Buy
1,167,906
+290,661
+33% +$3.32M ﹤0.01% 3682
2023
Q3 		$10.2M Buy
877,245
+294,921
+51% +$3.4M ﹤0.01% 3112
2023
Q2 		$6.6M Buy
582,324
+107,109
+23% +$1.17M ﹤0.01% 3551
2023
Q1 		$5.18M Buy
475,215
+68,875
+17% +$776K ﹤0.01% 3757
2022
Q4 		$4.4M Buy
406,340
+92,594
+30% +$1.02M ﹤0.01% 3864
2022
Q3 		$3.42M Buy
313,746
+34,987
+13% +$413K ﹤0.01% 3994
2022
Q2 		$3.21M Sell
278,759
-10,270
-4% -$128K ﹤0.01% 4141
2022
Q1 		$3.88M Sell
289,029
-23,972
-8% -$336K ﹤0.01% 3952
2021
Q4 		$4.6M Sell
313,001
-2,328
-0.7% -$35.1K ﹤0.01% 3807
2021
Q3 		$4.78M Buy
315,329
+5,111
+2% +$75.8K ﹤0.01% 3768
2021
Q2 		$4.69M Buy
310,218
+34,367
+12% +$496K ﹤0.01% 3846
2021
Q1 		$3.9M Buy
275,851
+12,696
+5% +$177K ﹤0.01% 3671
2020
Q4 		$3.53M Sell
263,155
-17,484
-6% -$230K ﹤0.01% 3640
2020
Q3 		$3.61M Sell
280,639
-41,356
-13% -$517K ﹤0.01% 3040
2020
Q2 		$3.88M Buy
321,995
+94,008
+41% +$1.07M ﹤0.01% 2925
2020
Q1 		$2.4M Sell
227,987
-22,201
-9% -$322K ﹤0.01% 3204
2019
Q4 		$3.91M Sell
250,188
-7,236
-3% -$111K ﹤0.01% 3457
2019
Q3 		$4.06M Buy
257,424
+8,049
+3% +$129K ﹤0.01% 3089
2019
Q2 		$3.91M Sell
249,375
-7,310
-3% -$113K ﹤0.01% 3168
2019
Q1 		$3.92M Sell
256,685
-10,431
-4% -$157K ﹤0.01% 2942
2018
Q4 		$3.67M Sell
267,116
-83,844
-24% -$1.28M ﹤0.01% 3242
2018
Q3 		$5.62M Buy
350,960
+30,490
+10% +$505K ﹤0.01% 3056
2018
Q2 		$5.28M Sell
320,470
-25,447
-7% -$423K ﹤0.01% 3081
2018
Q1 		$5.6M Buy
345,917
+20,275
+6% +$325K ﹤0.01% 2904
2017
Q4 		$5.18M Sell
325,642
-118,632
-27% -$1.9M ﹤0.01% 3082
2017
Q3 		$7.14M Buy
444,274
+22,837
+5% +$367K ﹤0.01% 2601
2017
Q2 		$6.8M Sell
421,437
-37,974
-8% -$621K ﹤0.01% 2543
2017
Q1 		$7.39M Sell
459,411
-99,337
-18% -$1.61M ﹤0.01% 2496
2016
Q4 		$8.9M Sell
558,748
-150,280
-21% -$2.32M ﹤0.01% 2379
2016
Q3 		$11M Sell
709,028
-84,744
-11% -$1.27M ﹤0.01% 1933
2016
Q2 		$11.5M Sell
793,772
-31,107
-4% -$441K ﹤0.01% 1866
2016
Q1 		$11.2M Sell
824,879
-66,570
-7% -$859K ﹤0.01% 1770
2015
Q4 		$12M Buy
891,449
+45,827
+5% +$634K ﹤0.01% 1809
2015
Q3 		$12.1M Buy
845,622
+29,108
+4% +$436K ﹤0.01% 1782
2015
Q2 		$12.6M Buy
816,514
+57,610
+8% +$926K ﹤0.01% 1882
2015
Q1 		$12.2M Buy
758,904
+114,561
+18% +$1.81M ﹤0.01% 1859
2014
Q4 		$10M Buy
644,343
+132,389
+26% +$2.14M ﹤0.01% 2074
2014
Q3 		$8.55M Buy
511,954
+172,324
+51% +$2.96M ﹤0.01% 2166
2014
Q2 		$6.02M Buy
339,630
+101,379
+43% +$1.8M ﹤0.01% 2495
2014
Q1 		$4.2M Buy
238,251
+38,535
+19% +$691K ﹤0.01% 2740
2013
Q4 		$3.57M Buy
199,716
+27,602
+16% +$491K ﹤0.01% 2895
2013
Q3 		$3.19M Buy
172,114
+13,186
+8% +$242K ﹤0.01% 2848
2013
Q2 		$3.12M Buy
+158,928
New +$3.09M ﹤0.01% 2768

Other funds holding BGX

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Morgan Stanley's BGX Position: Q1 2026 in Review

Morgan Stanley reduced its Blackstone Long-Short Credit Income Fund (BGX) stake by 34% in Q1 2026, selling an estimated $2.21M and leaving 390,996 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4253.

Morgan Stanley first reported a position in BGX in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.4M in Q4 2023. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

  • Morgan Stanley held 390,996 shares of Blackstone Long-Short Credit Income Fund worth $4.26M as of Q1 2026.
  • Morgan Stanley sold 198,252 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $2.21M.
  • Blackstone Long-Short Credit Income Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4253 holding.
  • Morgan Stanley first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Blackstone Long-Short Credit Income Fund position peaked at $13.4M in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.