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BGX

Blackstone Long-Short Credit Income Fund

29 hedge funds and large institutions have $42.7M invested in Blackstone Long-Short Credit Income Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

4% less capital invested

Capital invested by funds: $44.3M → $42.7M (-$1.67M)

3.41% less ownership

Funds ownership: 25.42%22.01% (-3.4%)

24% less funds holding

Funds holding: 3829 (-9)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
29
Holders Change
-9
Holders Change %
-23.68%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
8
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10M +$207K +13,736 +2%
Invesco
2
Invesco
Georgia
$6.8M -$166K -11,030 -2%
Wells Fargo
3
Wells Fargo
California
$5.92M -$64K -4,241 -1%
Morgan Stanley
4
Morgan Stanley
New York
$3.92M -$157K -10,431 -4%
Bank of America
5
Bank of America
North Carolina
$2.96M +$132K +8,721 +5%
Stifel Financial
6
Stifel Financial
Missouri
$2.37M +$437K +28,974 +23%
CIA
7
Capital Investment Advisors
Georgia
$2.24M +$169K +11,175 +8%
NCM
8
Next Capital Management
New York
$1.78M +$1.76M +116,901 New
UBS Group
9
UBS Group
Switzerland
$1.62M +$235K +15,596 +17%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.12M -$196K -13,000 -15%
QGA
11
Q Global Advisors
Texas
$833K +$217K +14,400 +36%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$553K +$15.1K +999 +3%
LPL Financial
13
LPL Financial
California
$367K +$363K +24,063 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$347K +$151K +10,006 +79%
First Trust Advisors
15
First Trust Advisors
Illinois
$318K +$42.8K +2,834 +16%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$279K
BTS
17
BB&T Securities
Virginia
$239K +$237K +15,700 New
AG
18
Advisor Group
Arizona
$232K +$7.15K +474 +3%
FFG
19
Ford Financial Group
California
$207K +$28.3K +1,875 +16%
LCM
20
Landscape Capital Management
New Jersey
$155K -$815K -54,000 -84%
SEI Investments
21
SEI Investments
Pennsylvania
$76K +$75.5K +5,000 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$66K -$2.61K -173 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$63K -$7.67K -508 -11%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$39K
IFAM
25
Institutional & Family Asset Management
Colorado
$34K

BGX Hedge Fund Activity: Q1 2019 in Review

29 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q1 2019, worth a combined $42.7M — down 3.8% from $44.3M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BGX and 5 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was Next Capital Management, opening a new position worth an estimated $1.76M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.29M sold.

  • 29 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q1 2019, down from 38 in Q4 2018.
  • Funds reported $42.7M of Blackstone Long-Short Credit Income Fund stock for Q1 2019, down 3.8% quarter-over-quarter.
  • 5 funds opened new Blackstone Long-Short Credit Income Fund positions in Q1 2019 and 14 closed out, a net change of -9 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q1 2019 was Next Capital Management, an estimated $1.76M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q1 2019 was Shaker Financial Services, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2019.