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BGX

Blackstone Long-Short Credit Income Fund

39 hedge funds and large institutions have $32.5M invested in Blackstone Long-Short Credit Income Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

4.4% more ownership

Funds ownership: 19.89%24.29% (+4.4%)

3% more funds holding

Funds holding: 3839 (+1)

18% less capital invested

Capital invested by funds: $39.5M → $32.5M (-$6.97M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
7
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.39M -$127K -8,784 -2%
SCM
2
Saba Capital Management
New York
$4.38M +$6.02M +415,068 New
Wells Fargo
3
Wells Fargo
California
$3.49M -$88.8K -6,124 -2%
Morgan Stanley
4
Morgan Stanley
New York
$2.4M -$322K -22,201 -9%
VEA
5
Virtus ETF Advisers
New York
$2.01M -$1.03M -70,964 -27%
Invesco
6
Invesco
Georgia
$1.8M -$671K -46,301 -21%
UBS Group
7
UBS Group
Switzerland
$1.6M +$35.9K +2,479 +2%
Bank of America
8
Bank of America
North Carolina
$1.58M +$167K +11,503 +8%
Stifel Financial
9
Stifel Financial
Missouri
$1.53M +$10.9K +751 +0.5%
RCM
10
Robinson Capital Management
Michigan
$1.02M +$1.41M +97,220 New
MC
11
Matisse Capital
Oregon
$867K +$1.19M +82,298 New
SIA
12
Sit Investment Associates
Minnesota
$652K +$897K +61,834 New
CRC
13
Curi RMB Capital
Illinois
$601K +$826K +56,975 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$526K +$37.6K +2,596 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$502K +$691K +47,668 New
SFS
16
Shaker Financial Services
Virginia
$461K +$634K +43,714 New
JP Morgan Chase
17
JP Morgan Chase
New York
$404K -$434K -29,954 -44%
NFG
18
Next Financial Group
Texas
$402K +$49.5K +3,413 +10%
Goldman Sachs
19
Goldman Sachs
New York
$313K +$430K +29,649 New
LCM
20
Landscape Capital Management
New Jersey
$305K +$152K +10,461 +57%
PPA
21
Parametric Portfolio Associates
Washington
$294K +$405K +27,897 New
NCM
22
Next Capital Management
New York
$294K +$405K +27,910 New
CF
23
Centaurus Financial
California
$293K -$92.2K -6,356 -19%
CIA
24
Capital Investment Advisors
Georgia
$228K +$68.9K +4,750 +28%
First Trust Advisors
25
First Trust Advisors
Illinois
$192K -$3.8K -262 -1%

BGX Hedge Fund Activity: Q1 2020 in Review

39 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q1 2020, worth a combined $32.5M — down 18% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGX positions and 8 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $6.02M. The largest seller was Virtus ETF Advisers, cutting an estimated $1.03M.

  • 39 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q1 2020, up from 38 in Q4 2019.
  • Funds reported $32.5M of Blackstone Long-Short Credit Income Fund stock for Q1 2020, down 18% quarter-over-quarter.
  • 11 funds opened new Blackstone Long-Short Credit Income Fund positions in Q1 2020 and 8 closed out, a net change of +3 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q1 2020 was Saba Capital Management, an estimated $6.02M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q1 2020 was Virtus ETF Advisers, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2020.