MAM
BGX

Morse Asset Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Morse Asset Management’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
2025
Q4 		– Sell
-20,521
Closed -$246K – 398
2025
Q3 		$246K Sell
20,521
-24,368
-54% -$303K 0.05% 145
2025
Q2 		$557K Sell
44,889
-523
-1% -$6.31K 0.12% 121
2025
Q1 		$561K Buy
45,412
+107
+0.2% +$1.35K 0.14% 107
2024
Q4 		$564K Buy
45,305
+13,686
+43% +$175K 0.13% 108
2024
Q3 		$404K Buy
+31,619
New +$404K 0.09% 142

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morse Asset Management's BGX Position: Q4 2025 in Review

Morse Asset Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2025, closing a stake of 20,521 shares — an estimated $246K sold.

Morse Asset Management first reported a position in BGX in Q3 2024 and held it in 5 quarters. The position peaked at $564K in Q4 2024. 52 funds tracked by Wall St. Rank hold BGX as of Q4 2025.

  • Morse Asset Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2025 after selling out during the quarter.
  • Morse Asset Management sold 20,521 Blackstone Long-Short Credit Income Fund shares in Q4 2025, an estimated $246K.
  • Morse Asset Management first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2024 and held it in 5 quarters.
  • Morse Asset Management's Blackstone Long-Short Credit Income Fund position peaked at $564K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2025.

Based on Morse Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.