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BGX

Blackstone Long-Short Credit Income Fund

31 hedge funds and large institutions have $55.9M invested in Blackstone Long-Short Credit Income Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

1% more capital invested

Capital invested by funds: $55.4M → $55.9M (+$504K)

0.21% less ownership

Funds ownership: 26.94%26.73% (-0.21%)

3% less funds holding

Funds holding: 3231 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$11.5M +$1.45M +87,072 +14%
Wells Fargo
2
Wells Fargo
California
$10.1M +$527K +31,659 +5%
Invesco
3
Invesco
Georgia
$9.85M +$812K +48,841 +9%
Morgan Stanley
4
Morgan Stanley
New York
$5.28M -$423K -25,447 -7%
Bank of America
5
Bank of America
North Carolina
$3.53M +$1.19M +71,271 +50%
WWMSC
6
Wagner Wealth Management (South Carolina)
South Carolina
$3.03M +$743K +44,685 +32%
CIA
7
Capital Investment Advisors
Georgia
$2.2M +$113K +6,789 +5%
UBS Group
8
UBS Group
Switzerland
$1.55M +$200K +12,018 +15%
Stifel Financial
9
Stifel Financial
Missouri
$1.55M +$331K +19,915 +27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.13M -$191K -11,478 -14%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.09M +$1.1M +66,408 New
UR
12
USCA RIA
Texas
$1.01M +$452K +27,150 +79%
GWM
13
Greenwich Wealth Management
Connecticut
$620K -$38.6K -2,323 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$598K +$38.2K +2,299 +7%
PPA
15
Parametric Portfolio Associates
Washington
$402K -$1.34M -80,539 -77%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$359K
First Trust Advisors
17
First Trust Advisors
Illinois
$289K -$22.7K -1,366 -7%
PCM
18
Penserra Capital Management
California
$278K +$70.3K +4,230 +33%
RJA
19
Raymond James & Associates
Florida
$228K +$231K +13,878 New
RCG
20
Ruggie Capital Group
Florida
$226K
CG
21
Colony Group
Massachusetts
$198K -$106K -6,360 -35%
AG
22
Advisor Group
Arizona
$196K -$55.4K -3,333 -22%
SB
23
Suntrust Banks
Georgia
$190K +$1.2K +72 +0.6%
RCM
24
Robinson Capital Management
Michigan
$157K -$2.04M -122,751 -93%
PMFA
25
Plante Moran Financial Advisors
Michigan
$82K +$83.2K +5,000 New

BGX Hedge Fund Activity: Q2 2018 in Review

31 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q2 2018, worth a combined $55.9M — up 0.91% from $55.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BGX and 6 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 13 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.45M. The largest seller was Robinson Capital Management, cutting an estimated $2.04M.

  • 31 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q2 2018, down from 32 in Q1 2018.
  • Funds reported $55.9M of Blackstone Long-Short Credit Income Fund stock for Q2 2018, up 0.91% quarter-over-quarter.
  • 6 funds opened new Blackstone Long-Short Credit Income Fund positions in Q2 2018 and 7 closed out, a net change of -1 holder.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q2 2018 was Guggenheim Capital, an estimated $1.45M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q2 2018 was Robinson Capital Management, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2018.