We are live on ! Find out more
BGX

Blackstone Long-Short Credit Income Fund
BGX

43 hedge funds and large institutions have $45.8M invested in Blackstone Long-Short Credit Income Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

19% more funds holding

Funds holding: 36 → 43 (+7)

18% more capital invested

Capital invested by funds: $38.9M → $45.8M (+$6.91M)

3.06% more ownership

Funds ownership: 23.82% → 26.88% (+3.1%)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.84M
2
RCM
Rivernorth Capital Management
Florida
+$1.46M
3
SFS
Shaker Financial Services
Virginia
+$650K
4
Invesco
Invesco
Georgia
+$536K
5
Millennium Management
Millennium Management
New York
+$390K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$444K
2
GC
Guggenheim Capital
Illinois
-$409K
3
Wells Fargo
Wells Fargo
California
-$291K
4
Morgan Stanley
Morgan Stanley
New York
-$230K
5
CRC
Curi RMB Capital
Illinois
-$171K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$291K -$51.6K -3,929 -15%
First Trust Advisors
27
First Trust Advisors
Illinois
$238K – – –
BAM
28
Belpointe Asset Management
Nevada
$237K -$11.5K -875 -5%
KAS
29
Kestra Advisory Services
Texas
$235K +$230K +17,529 New
AAM
30
Advisors Asset Management
Colorado
$227K +$223K +16,949 New
FM
31
Family Management
New York
$172K +$169K +12,845 New
OC
32
Oppenheimer & Co
New York
$144K +$6.56K +500 +5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$138K -$3.13K -238 -2%
Citigroup
34
Citigroup
New York
$80K +$78.3K +5,965 New
ASN
35
Advisory Services Network
Georgia
$76K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$64K -$5.86K -446 -9%
FIA
37
FNY Investment Advisers
New York
$46K +$46K +3,502 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$42K +$41.4K +3,154 New
VBCG
39
Valley Brook Capital Group
Pennsylvania
$40K +$39.4K +3,000 New
IFAM
40
Institutional & Family Asset Management
Colorado
$30K – – –
IAIM
41
International Assets Investment Management
Florida
$28K +$27K +2,055 New
WAM
42
Wolverine Asset Management
Illinois
$10K -$444K -33,797 -98%
PCG
43
Private Capital Group
Connecticut
$2K – – –
CRC
44
Curi RMB Capital
Illinois
– -$171K -13,271 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$167K -12,953 Closed
Truist Financial
46
Truist Financial
North Carolina
– -$149K -11,600 Closed
AFP
47
Ausdal Financial Partners
Iowa
– -$129K -10,004 Closed
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
– -$4K -330 Closed
1
2

BGX Hedge Fund Activity: Q4 2020 in Review

43 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q4 2020, worth a combined $45.8M — up 18% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BGX positions and 5 closed out — a net gain of 7 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.84M. The largest seller was Wolverine Asset Management, cutting an estimated $444K.

  • 43 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q4 2020, up from 36 in Q3 2020.
  • Funds reported $45.8M of Blackstone Long-Short Credit Income Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 12 funds opened new Blackstone Long-Short Credit Income Fund positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $1.84M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q4 2020 was Wolverine Asset Management, an estimated $444K sold.

Based on aggregated 13F filings for Q4 2020.