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BGX

Blackstone Long-Short Credit Income Fund

38 hedge funds and large institutions have $39.5M invested in Blackstone Long-Short Credit Income Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

12% more funds holding

Funds holding: 3438 (+4)

0.47% less ownership

Funds ownership: 20.35%19.89% (-0.47%)

3% less capital invested

Capital invested by funds: $40.8M → $39.5M (-$1.28M)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$8.14M -$1.77M -114,906 -18%
Wells Fargo
2
Wells Fargo
California
$5.27M -$164K -10,622 -3%
VEA
3
Virtus ETF Advisers
New York
$4.09M +$589K +38,236 +17%
Morgan Stanley
4
Morgan Stanley
New York
$3.91M -$111K -7,236 -3%
Invesco
5
Invesco
Georgia
$3.4M -$1.13M -73,096 -25%
UBS Group
6
UBS Group
Switzerland
$2.33M +$272K +17,673 +13%
Stifel Financial
7
Stifel Financial
Missouri
$2.26M +$29.3K +1,902 +1%
Bank of America
8
Bank of America
North Carolina
$2.16M -$197K -12,773 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.07M +$632 +41 +0.1%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$740K +$317K +20,579 +77%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$669K +$298K +19,316 +82%
NFG
12
Next Financial Group
Texas
$543K +$535K +34,721 New
CF
13
Centaurus Financial
California
$534K +$9.51K +617 +2%
IAA
14
Independent Advisor Alliance
North Carolina
$426K +$420K +27,235 New
LPL Financial
15
LPL Financial
California
$386K +$185 +12 +0%
BAM
16
Belpointe Asset Management
Nevada
$336K +$150K +9,735 +83%
Millennium Management
17
Millennium Management
New York
$336K +$331K +21,500 New
Truist Financial
18
Truist Financial
North Carolina
$331K +$326K +21,150 New
FFG
19
Ford Financial Group
California
$296K +$52K +3,375 +22%
First Trust Advisors
20
First Trust Advisors
Illinois
$290K -$47.3K -3,073 -14%
LCM
21
Landscape Capital Management
New Jersey
$290K +$285K +18,513 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$277K +$161K +10,465 +144%
CIA
23
Capital Investment Advisors
Georgia
$264K +$91.7K +5,950 +54%
MWPCG
24
Measured Wealth Private Client Group
New Hampshire
$221K
AFP
25
Ausdal Financial Partners
Iowa
$208K +$25.6K +1,665 +15%

BGX Hedge Fund Activity: Q4 2019 in Review

38 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q4 2019, worth a combined $39.5M — down 3.1% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGX positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Virtus ETF Advisers, adding an estimated $589K. The largest seller was Guggenheim Capital, cutting an estimated $1.77M.

  • 38 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $39.5M of Blackstone Long-Short Credit Income Fund stock for Q4 2019, down 3.1% quarter-over-quarter.
  • 10 funds opened new Blackstone Long-Short Credit Income Fund positions in Q4 2019 and 5 closed out, a net change of +5 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q4 2019 was Virtus ETF Advisers, an estimated $589K added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q4 2019 was Guggenheim Capital, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2019.