We are live on ! Find out more
BGX

Blackstone Long-Short Credit Income Fund

34 hedge funds and large institutions have $73.2M invested in Blackstone Long-Short Credit Income Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.26% more ownership

Funds ownership: 31.23%34.5% (+3.3%)

4% more capital invested

Capital invested by funds: $70.3M → $73.2M (+$2.85M)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

3% less funds holding

Funds holding: 3534 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$11.3M +$6.54M +379,900 +128%
Morgan Stanley
2
Morgan Stanley
New York
$8.55M +$2.96M +172,324 +51%
U
3
UBS
Switzerland
$7.91M -$4.95M -287,828 -38%
MIG
4
Mariner Investment Group
New York
$7.07M +$1.62M +94,373 +29%
GC
5
Guggenheim Capital
Illinois
$5.87M -$716K -41,593 -11%
RCM
6
Rivernorth Capital Management
Florida
$5.64M -$711K -41,300 -11%
Invesco
7
Invesco
Georgia
$4.71M -$417K -24,261 -8%
NCM
8
Newgate Capital Management
Connecticut
$4.02M -$507K -29,476 -11%
PPA
9
Parametric Portfolio Associates
Washington
$2.66M +$296K +17,213 +12%
SFS
10
Shaker Financial Services
Virginia
$2.52M +$23.2K +1,351 +0.9%
Citigroup
11
Citigroup
New York
$2.04M +$2.1M +122,151 +939,623%
Bank of America
12
Bank of America
North Carolina
$1.99M +$159K +9,244 +8%
GWM
13
Greenwich Wealth Management
Connecticut
$985K +$1.02M +59,011 New
RVP
14
Relative Value Partners
Illinois
$972K +$1M +58,224 New
DA
15
Doliver Advisors
Texas
$966K +$813K +47,247 +445%
Wells Fargo
16
Wells Fargo
California
$904K -$223K -12,942 -19%
AAM
17
Advisors Asset Management
Colorado
$873K -$1.1M -63,678 -55%
WAM
18
Wolverine Asset Management
Illinois
$756K +$103K +5,987 +15%
WKWM
19
Walter & Keenan Wealth Management
Indiana
$501K +$34.4K +2,000 +7%
LPL Financial
20
LPL Financial
California
$489K -$12.9K -750 -2%
CS
21
Credit Suisse
Switzerland
$476K +$23.3K +1,355 +5%
AQR Capital Management
22
AQR Capital Management
Connecticut
$412K +$425K +24,688 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$362K -$17.2K -1,000 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$273K -$16.9K -985 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$265K +$17.8K +1,034 +7%

BGX Hedge Fund Activity: Q3 2014 in Review

34 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q3 2014, worth a combined $73.2M — up 4% from $70.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BGX and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 12 added.

The largest buyer was Saba Capital Management, adding an estimated $6.54M. The largest seller was UBS, cutting an estimated $4.95M.

  • 34 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q3 2014, down from 35 in Q2 2014.
  • Funds reported $73.2M of Blackstone Long-Short Credit Income Fund stock for Q3 2014, up 4% quarter-over-quarter.
  • 3 funds opened new Blackstone Long-Short Credit Income Fund positions in Q3 2014 and 4 closed out, a net change of -1 holder.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q3 2014 was Saba Capital Management, an estimated $6.54M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q3 2014 was UBS, an estimated $4.95M sold.

Based on aggregated 13F filings for Q3 2014.