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BGX

Blackstone Long-Short Credit Income Fund
BGX

36 hedge funds and large institutions have $73.5M invested in Blackstone Long-Short Credit Income Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

3.36% more ownership

Funds ownership: 37.23% → 40.59% (+3.4%)

0% more capital invested

Capital invested by funds: $73.2M → $73.5M (+$244K)

5% less funds holding

Funds holding: 38 → 36 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
2
Increased
20
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZIG
Zuckerman Investment Group
Illinois
+$4.66M
2
AAM
Advisors Asset Management
Colorado
+$1.46M
3
NCM
Newgate Capital Management
Connecticut
+$778K
4
SFS
Shaker Financial Services
Virginia
+$560K
5
Morgan Stanley
Morgan Stanley
New York
+$436K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$968K
2
Deutsche Bank
Deutsche Bank
Germany
-$611K
3
RVPG
Relative Value Partners Group
-$341K
4
BWFM
Bridgewater Wealth & Financial Management
Maryland
-$292K
5
VKH
Virtu KCG Holdings
New York
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
26
Walter & Keenan Wealth Management
Indiana
$185K -$172K -11,500 -47%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$175K -$155K -10,350 -46%
ICAS
28
Investors Capital Advisory Services
Massachusetts
$163K +$3K +200 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$103K -$52.5K -3,500 -33%
RCG
30
Ruggie Capital Group
Florida
$22K – – –
CPIG
31
Chicago Partners Investment Group
Illinois
$8K – – –
RPG
32
Risk Paradigm Group
Texas
$6.97K +$7.33K +489 New
MFS
33
MSI Financial Services
Massachusetts
$6K – – –
WAM
34
Wolverine Asset Management
Illinois
$4K -$121K -8,096 -96%
Deutsche Bank
35
Deutsche Bank
Germany
$3K -$611K -40,755 -99%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1K +$300 +20 +34%
VKH
37
Virtu KCG Holdings
New York
– -$241K -15,586 Closed
PAM
38
Panagora Asset Management
Massachusetts
– -$19K -1,240 Closed
AIG
39
American International Group
New York
– -$418 -27 Closed
1
2

BGX Hedge Fund Activity: Q3 2015 in Review

36 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q3 2015, worth a combined $73.5M — up 0.33% from $73.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BGX and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 20 added.

The largest buyer was Zuckerman Investment Group, opening a new position worth an estimated $4.66M. The largest seller was Invesco, cutting an estimated $968K.

  • 36 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q3 2015, down from 38 in Q2 2015.
  • Funds reported $73.5M of Blackstone Long-Short Credit Income Fund stock for Q3 2015, up 0.33% quarter-over-quarter.
  • 2 funds opened new Blackstone Long-Short Credit Income Fund positions in Q3 2015 and 3 closed out, a net change of -1 holder.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q3 2015 was Zuckerman Investment Group, an estimated $4.66M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q3 2015 was Invesco, an estimated $968K sold.

Based on aggregated 13F filings for Q3 2015.