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BGX

Blackstone Long-Short Credit Income Fund

33 hedge funds and large institutions have $52.6M invested in Blackstone Long-Short Credit Income Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

4% less capital invested

Capital invested by funds: $55.1M → $52.6M (-$2.46M)

1.48% less ownership

Funds ownership: 27.23%25.76% (-1.5%)

3% less funds holding

Funds holding: 3433 (-1)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.5M +$4.66M +288,531 +52%
Morgan Stanley
2
Morgan Stanley
New York
$7.39M -$1.61M -99,337 -18%
RCM
3
Rivernorth Capital Management
Florida
$5.94M -$1.56M -96,752 -21%
Invesco
4
Invesco
Georgia
$4.56M +$3.69M +228,396 +415%
GC
5
Guggenheim Capital
Illinois
$3.96M +$2.4M +148,539 +152%
AAM
6
Advisors Asset Management
Colorado
$3.52M -$330K -20,399 -9%
SFS
7
Shaker Financial Services
Virginia
$2.71M +$450K +27,860 +20%
Bank of America
8
Bank of America
North Carolina
$1.93M -$21.4K -1,324 -1%
UBS Group
9
UBS Group
Switzerland
$1.44M -$27.9K -1,724 -2%
RCM
10
Robinson Capital Management
Michigan
$1.29M
YMRC
11
Yorktown Management & Research Company
Virginia
$1.13M +$242K +15,000 +27%
Stifel Financial
12
Stifel Financial
Missouri
$897K +$156K +9,659 +21%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$812K -$185K -11,443 -18%
GWM
14
Greenwich Wealth Management
Connecticut
$686K +$7.13K +441 +1%
COLIM
15
City of London Investment Management
United Kingdom
$558K -$984K -60,871 -64%
CIA
16
Capital Investment Advisors
Georgia
$341K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$323K +$324K +20,061 New
AG
18
Advisor Group
Arizona
$290K +$27.9K +1,725 +11%
Millennium Management
19
Millennium Management
New York
$228K +$229K +14,151 New
SKK
20
Shepherd Kaplan Krochuk
Massachusetts
$212K -$43.6K -2,700 -17%
First Trust Advisors
21
First Trust Advisors
Illinois
$204K +$205K +12,680 New
RJA
22
Raymond James & Associates
Florida
$190K -$58.8K -3,640 -24%
DS
23
DRW Securities
Illinois
$190K -$27.4K -1,694 -13%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$114K -$5.14K -318 -4%
SG Americas Securities
25
SG Americas Securities
New York
$108K +$108K +6,707 New

BGX Hedge Fund Activity: Q1 2017 in Review

33 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q1 2017, worth a combined $52.6M — down 4.5% from $55.1M a quarter earlier.

Fund positioning in BGX was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.66M. The largest seller was Zuckerman Investment Group, exiting entirely with an estimated $4.18M sold.

  • 33 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q1 2017, down from 34 in Q4 2016.
  • Funds reported $52.6M of Blackstone Long-Short Credit Income Fund stock for Q1 2017, down 4.5% quarter-over-quarter.
  • 7 funds opened new Blackstone Long-Short Credit Income Fund positions in Q1 2017 and 7 closed out, a net change of 0 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q1 2017 was Wells Fargo, an estimated $4.66M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q1 2017 was Zuckerman Investment Group, an estimated $4.18M sold.

Based on aggregated 13F filings for Q1 2017.