NCM
BGX

Next Capital Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Next Capital 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
Q1 		– Sell
-36,261
Closed -$451K – 124
2024
Q4 		$451K Sell
36,261
-97,331
-73% -$1.25M 0.18% 87
2024
Q3 		$1.71M Sell
133,592
-153,048
-53% -$1.95M 0.7% 35
2024
Q2 		$3.56M Sell
286,640
-38,517
-12% -$479K 1.49% 16
2024
Q1 		$4M Buy
325,157
+29,000
+10% +$347K 1.62% 16
2023
Q4 		$3.39M Sell
296,157
-164
-0.1% -$1.87K 1.44% 17
2023
Q3 		$3.45M Hold
296,321
– – 1.55% 14
2023
Q2 		$3.36M Buy
296,321
+13,652
+5% +$149K 1.56% 16
2023
Q1 		$3.08M Sell
282,669
-4,264
-1% -$48K 1.49% 17
2022
Q4 		$3.11M Buy
286,933
+30,216
+12% +$331K 1.68% 14
2022
Q3 		$2.8M Buy
256,717
+27,113
+12% +$320K 2.11% 10
2022
Q2 		$2.64M Buy
+229,604
New +$2.87M 1.92% 10
2021
Q3 		– Sell
-29,912
Closed -$452K – 104
2021
Q2 		$452K Sell
29,912
-1,030
-3% -$14.9K 0.29% 69
2021
Q1 		$438K Hold
30,942
– – 0.28% 72
2020
Q4 		$415K Sell
30,942
-5,255
-15% -$69K 0.29% 70
2020
Q3 		$465K Hold
36,197
– – 0.31% 57
2020
Q2 		$436K Buy
36,197
+8,287
+30% +$94.6K 0.31% 55
2020
Q1 		$294K Buy
+27,910
New +$405K 0.24% 59
2019
Q2 		– Sell
-116,901
Closed -$1.78M – 845
2019
Q1 		$1.78M Buy
+116,901
New +$1.76M 1.51% 19

Other funds holding BGX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Next Capital Management's BGX Position: Q1 2025 in Review

Next Capital Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2025, closing a stake of 36,261 shares — an estimated $451K sold.

Next Capital Management first reported a position in BGX in Q1 2019 and held it in 18 quarters. The position peaked at $4M in Q1 2024. 36 funds tracked by Wall St. Rank hold BGX as of Q1 2025.

  • Next Capital Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • Next Capital Management sold 36,261 Blackstone Long-Short Credit Income Fund shares in Q1 2025, an estimated $451K.
  • Next Capital Management first reported a position in Blackstone Long-Short Credit Income Fund in Q1 2019 and held it in 18 quarters.
  • Next Capital Management's Blackstone Long-Short Credit Income Fund position peaked at $4M in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2025.

Based on Next Capital Management's 13F filing for Q1 2025, filed 6 May 2025.