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BGX

Blackstone Long-Short Credit Income Fund
BGX

38 hedge funds and large institutions have $39.5M invested in Blackstone Long-Short Credit Income Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

12% more funds holding

Funds holding: 34 → 38 (+4)

0.47% less ownership

Funds ownership: 20.35% → 19.89% (-0.47%)

3% less capital invested

Capital invested by funds: $40.8M → $39.5M (-$1.28M)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VEA
Virtus ETF Advisers
New York
+$589K
2
NFG
Next Financial Group
Texas
+$535K
3
IAA
Independent Advisor Alliance
North Carolina
+$420K
4
Millennium Management
Millennium Management
New York
+$331K
5
Truist Financial
Truist Financial
North Carolina
+$326K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.77M
2
Invesco
Invesco
Georgia
-$1.13M
3
QGA
Q Global Advisors
Texas
-$861K
4
CFA
Carroll Financial Associates
North Carolina
-$367K
5
Bank of America
Bank of America
North Carolina
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
26
Platform Technology Partners
New York
$195K +$192K +12,445 New
AG
27
Advisor Group
Arizona
$186K -$6.93K -450 -4%
FIA
28
FNY Investment Advisers
New York
$137K +$136K +8,800 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$48K +$11.8K +763 +33%
Citigroup
30
Citigroup
New York
$37K +$816 +53 +2%
IFAM
31
Institutional & Family Asset Management
Colorado
$35K – – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$31K -$8.63K -560 -22%
RIA
33
Realta Investment Advisors
Delaware
$23K – – –
SIM
34
Sonora Investment Management
Arizona
$13K +$12.3K +800 New
TFS
35
TrustCore Financial Services
Tennessee
$10K – – –
PCG
36
Private Capital Group
Connecticut
$2K -$2K -130 -47%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2K +$1.57K +102 New
QGA
38
Q Global Advisors
Texas
– -$861K -54,572 Closed
CFA
39
Carroll Financial Associates
North Carolina
– -$367K -23,295 Closed
AWM
40
AE Wealth Management
Kansas
– -$163K -10,353 Closed
1IA
41
1834 Investment Advisors
Wisconsin
– -$17K -1,100 Closed
EIP
42
Ellis Investment Partners
Pennsylvania
– -$8K -523 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– +$15 +1 New
1
2

BGX Hedge Fund Activity: Q4 2019 in Review

38 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q4 2019, worth a combined $39.5M — down 3.1% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGX positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Virtus ETF Advisers, adding an estimated $589K. The largest seller was Guggenheim Capital, cutting an estimated $1.77M.

  • 38 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $39.5M of Blackstone Long-Short Credit Income Fund stock for Q4 2019, down 3.1% quarter-over-quarter.
  • 10 funds opened new Blackstone Long-Short Credit Income Fund positions in Q4 2019 and 5 closed out, a net change of +5 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q4 2019 was Virtus ETF Advisers, an estimated $589K added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q4 2019 was Guggenheim Capital, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2019.