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BGX

Blackstone Long-Short Credit Income Fund

34 hedge funds and large institutions have $32.5M invested in Blackstone Long-Short Credit Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $32.5M → $32.5M (-$66K)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

3.09% less ownership

Funds ownership: 24.29%21.2% (-3.1%)

13% less funds holding

Funds holding: 3934 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.04M -$1.07M -93,573 -18%
Wells Fargo
2
Wells Fargo
California
$4.41M +$395K +34,630 +10%
Morgan Stanley
3
Morgan Stanley
New York
$3.88M +$1.07M +94,008 +41%
SIA
4
Sit Investment Associates
Minnesota
$1.93M +$1.12M +98,170 +159%
SFS
5
Shaker Financial Services
Virginia
$1.74M +$1.15M +100,471 +230%
Invesco
6
Invesco
Georgia
$1.64M -$404K -35,379 -21%
UBS Group
7
UBS Group
Switzerland
$1.43M -$374K -32,800 -22%
Bank of America
8
Bank of America
North Carolina
$1.35M -$432K -37,816 -25%
Stifel Financial
9
Stifel Financial
Missouri
$1.18M -$547K -47,951 -33%
RCM
10
Robinson Capital Management
Michigan
$1.18M
LCM
11
Landscape Capital Management
New Jersey
$982K +$600K +52,525 +181%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$717K +$679K +59,461 New
PAS
13
Park Avenue Securities
New York
$712K +$674K +59,058 New
MC
14
Matisse Capital
Oregon
$705K -$272K -23,818 -29%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$665K +$60.5K +5,300 +11%
VEA
16
Virtus ETF Advisers
New York
$592K -$1.62M -141,758 -74%
AA
17
AQR Arbitrage
Connecticut
$444K +$421K +36,836 New
Osaic Holdings
18
Osaic Holdings
Arizona
$440K -$127K -11,156 -23%
JP Morgan Chase
19
JP Morgan Chase
New York
$439K -$21.6K -1,890 -5%
NCM
20
Next Capital Management
New York
$436K +$94.6K +8,287 +30%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$372K +$231K +20,214 +189%
WAM
22
Wolverine Asset Management
Illinois
$361K +$343K +30,017 New
CRC
23
Curi RMB Capital
Illinois
$356K -$313K -27,425 -48%
CF
24
Centaurus Financial
California
$335K +$228 +20 +0.1%
CIA
25
Capital Investment Advisors
Georgia
$313K +$49.1K +4,300 +20%

BGX Hedge Fund Activity: Q2 2020 in Review

34 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q2 2020, worth a combined $32.5M — down 0.2% from $32.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BGX and 6 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Shaker Financial Services, adding an estimated $1.15M. The largest seller was Saba Capital Management, exiting entirely with an estimated $4.38M sold.

  • 34 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q2 2020, down from 39 in Q1 2020.
  • Funds reported $32.5M of Blackstone Long-Short Credit Income Fund stock for Q2 2020, down 0.2% quarter-over-quarter.
  • 6 funds opened new Blackstone Long-Short Credit Income Fund positions in Q2 2020 and 11 closed out, a net change of -5 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q2 2020 was Shaker Financial Services, an estimated $1.15M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q2 2020 was Saba Capital Management, an estimated $4.38M sold.

Based on aggregated 13F filings for Q2 2020.