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BGX

Blackstone Long-Short Credit Income Fund
BGX

33 hedge funds and large institutions have $54.7M invested in Blackstone Long-Short Credit Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0.84% less ownership

Funds ownership: 29.23% → 28.39% (-0.84%)

3% less capital invested

Capital invested by funds: $56.2M → $54.7M (-$1.44M)

30% less funds holding

Funds holding: 47 → 33 (-14)

88% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 16

Holders
33
Holders Change
-14
Holders Change %
-29.79%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
12
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$2.41M
2
Invesco
Invesco
Georgia
+$713K
3
AAM
Advisors Asset Management
Colorado
+$654K
4
GC
Guggenheim Capital
Illinois
+$630K
5
SIA
Sit Investment Associates
Minnesota
+$484K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.07M
2
PAS
Park Avenue Securities
New York
-$1.05M
3
SFS
Shaker Financial Services
Virginia
-$906K
4
VEA
Virtus ETF Advisers
New York
-$731K
5
NCM
Next Capital Management
New York
-$452K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$159K +$1.59K +107 +1%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$103K -$6.9K -465 -6%
FIA
28
FNY Investment Advisers
New York
$75K – – –
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$74K +$683 +46 +0.9%
IFAM
30
Institutional & Family Asset Management
Colorado
$34K – – –
AWM
31
AllSquare Wealth Management
New York
$30K +$13.4K +900 +82%
Citigroup
32
Citigroup
New York
$15K +$14.3K +966 New
PCG
33
Private Capital Group
Connecticut
$2K – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
– -$1.07M -70,635 Closed
PAS
35
Park Avenue Securities
New York
– -$1.05M -69,728 Closed
SFS
36
Shaker Financial Services
Virginia
– -$906K -59,901 Closed
VEA
37
Virtus ETF Advisers
New York
– -$731K -48,335 Closed
NCM
38
Next Capital Management
New York
– -$452K -29,912 Closed
HWAM
39
Hennion & Walsh Asset Management
New Jersey
– -$276K -18,256 Closed
SCM
40
Saba Capital Management
New York
– -$244K -16,164 Closed
Stifel Financial
41
Stifel Financial
Missouri
– -$236K -15,593 Closed
FM
42
Family Management
New York
– -$194K -12,845 Closed
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$162K -10,744 Closed
FFG
44
Ford Financial Group
California
– -$98K -6,535 Closed
ASN
45
Advisory Services Network
Georgia
– -$85K -5,636 Closed
FGAM
46
Financial Gravity Asset Management
Texas
– -$8K -500 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– -$6K -400 Closed
EBSAM
48
Eubel Brady & Suttman Asset Management
Ohio
– -$4K -315 Closed
1
2

BGX Hedge Fund Activity: Q3 2021 in Review

33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q3 2021, worth a combined $54.7M — down 2.6% from $56.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BGX and 2 opened new positions — a net loss of 14 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $2.41M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.07M sold.

  • 33 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q3 2021, down from 47 in Q2 2021.
  • Funds reported $54.7M of Blackstone Long-Short Credit Income Fund stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 2 funds opened new Blackstone Long-Short Credit Income Fund positions in Q3 2021 and 16 closed out, a net change of -14 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q3 2021 was Cohen & Steers, an estimated $2.41M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q3 2021 was Envestnet Asset Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2021.