SIA
BGX

Sit Investment Associates’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Sit Investment Associates’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 		$6.98M Buy
640,105
+23,900
+4% +$267K 0.14% 167
2025
Q4 		$7.18M Buy
616,205
+53,374
+9% +$629K 0.14% 168
2025
Q3 		$6.75M Buy
562,831
+211,315
+60% +$2.63M 0.14% 170
2025
Q2 		$4.36M Sell
351,516
-1,023
-0.3% -$12.3K 0.09% 210
2025
Q1 		$4.35M Sell
352,539
-200,025
-36% -$2.53M 0.1% 211
2024
Q4 		$6.87M Buy
552,564
+19,116
+4% +$245K 0.16% 173
2024
Q3 		$6.82M Sell
533,448
-154,486
-22% -$1.97M 0.15% 167
2024
Q2 		$8.55M Sell
687,934
-210,510
-23% -$2.62M 0.2% 150
2024
Q1 		$11.1M Sell
898,444
-68,861
-7% -$824K 0.25% 116
2023
Q4 		$11.1M Buy
967,305
+108,142
+13% +$1.23M 0.27% 111
2023
Q3 		$10M Buy
859,163
+60,998
+8% +$704K 0.27% 115
2023
Q2 		$9.05M Buy
798,165
+61,686
+8% +$675K 0.24% 130
2023
Q1 		$8.04M Buy
736,479
+38,857
+6% +$438K 0.22% 141
2022
Q4 		$7.56M Buy
697,622
+159,270
+30% +$1.75M 0.21% 142
2022
Q3 		$5.87M Buy
538,352
+1,147
+0.2% +$13.5K 0.18% 156
2022
Q2 		$6.18M Sell
537,205
-20,847
-4% -$261K 0.19% 149
2022
Q1 		$7.5M Sell
558,052
-107,394
-16% -$1.5M 0.2% 148
2021
Q4 		$9.78M Sell
665,446
-95,258
-13% -$1.44M 0.23% 133
2021
Q3 		$11.5M Buy
760,704
+32,624
+4% +$484K 0.3% 101
2021
Q2 		$11M Sell
728,080
-13,723
-2% -$198K 0.27% 118
2021
Q1 		$10.5M Buy
741,803
+6,051
+0.8% +$84.2K 0.27% 108
2020
Q4 		$9.87M Buy
735,752
+140,347
+24% +$1.84M 0.27% 113
2020
Q3 		$7.66M Buy
595,405
+435,401
+272% +$5.44M 0.23% 131
2020
Q2 		$1.93M Buy
160,004
+98,170
+159% +$1.12M 0.06% 278
2020
Q1 		$652K Buy
+61,834
New +$897K 0.02% 361
2019
Q1 		– Sell
-10,000
Closed -$137K – 533
2018
Q4 		$137K Buy
+10,000
New +$152K ﹤0.01% 485
2018
Q2 		– Sell
-54,282
Closed -$878K – 539
2018
Q1 		$878K Sell
54,282
-10,184
-16% -$163K 0.02% 362
2017
Q4 		$1.03M Sell
64,466
-2,967
-4% -$47.6K 0.02% 364
2017
Q3 		$1.08M Buy
+67,433
New +$1.08M 0.03% 343

Other funds holding BGX

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
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
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

Sit Investment Associates's BGX Position: Q1 2026 in Review

Sit Investment Associates increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 3.9% in Q1 2026, buying an estimated $267K and bringing the position to 640,105 shares worth $6.98M. The position accounts for 0.14% of the portfolio, ranked #167.

Sit Investment Associates first reported a position in BGX in Q3 2017 and has held it in 29 quarters since. The position peaked at $11.5M in Q3 2021. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

  • Sit Investment Associates held 640,105 shares of Blackstone Long-Short Credit Income Fund worth $6.98M as of Q1 2026.
  • Sit Investment Associates bought 23,900 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $267K.
  • Blackstone Long-Short Credit Income Fund made up 0.14% of Sit Investment Associates's portfolio in Q1 2026, its #167 holding.
  • Sit Investment Associates first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2017 and has held it in 29 quarters since.
  • Sit Investment Associates's Blackstone Long-Short Credit Income Fund position peaked at $11.5M in Q3 2021.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.