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BGX

Blackstone Long-Short Credit Income Fund

43 hedge funds and large institutions have $45.8M invested in Blackstone Long-Short Credit Income Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

19% more funds holding

Funds holding: 3643 (+7)

18% more capital invested

Capital invested by funds: $38.9M → $45.8M (+$6.91M)

3.06% more ownership

Funds ownership: 23.82%26.88% (+3.1%)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.87M +$1.84M +140,347 +24%
GC
2
Guggenheim Capital
Illinois
$4.81M -$409K -31,190 -8%
Wells Fargo
3
Wells Fargo
California
$4.6M -$291K -22,198 -6%
Invesco
4
Invesco
Georgia
$4.45M +$536K +40,797 +14%
Morgan Stanley
5
Morgan Stanley
New York
$3.53M -$230K -17,484 -6%
UBS Group
6
UBS Group
Switzerland
$1.53M -$15.9K -1,212 -1%
RCM
7
Rivernorth Capital Management
Florida
$1.49M +$1.46M +111,143 New
Bank of America
8
Bank of America
North Carolina
$1.46M -$91.8K -6,989 -6%
LCM
9
Landscape Capital Management
New Jersey
$1.36M +$353K +26,876 +36%
RCM
10
Robinson Capital Management
Michigan
$1.3M
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$1.13M +$1.11M +84,311 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$893K +$27.6K +2,100 +3%
PAS
13
Park Avenue Securities
New York
$890K +$28.5K +2,170 +3%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$888K +$82.6K +6,288 +10%
AA
15
AQR Arbitrage
Connecticut
$734K -$25.4K -1,938 -3%
SFS
16
Shaker Financial Services
Virginia
$664K +$650K +49,510 New
Osaic Holdings
17
Osaic Holdings
Arizona
$606K +$113K +8,639 +24%
CIA
18
Capital Investment Advisors
Georgia
$555K +$37.3K +2,839 +7%
JP Morgan Chase
19
JP Morgan Chase
New York
$489K -$3.94K -300 -0.8%
MC
20
Matisse Capital
Oregon
$465K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$429K -$27.3K -2,081 -6%
VEA
22
Virtus ETF Advisers
New York
$422K -$52.6K -4,007 -11%
NCM
23
Next Capital Management
New York
$415K -$69K -5,255 -15%
Millennium Management
24
Millennium Management
New York
$399K +$390K +29,740 New
CF
25
Centaurus Financial
California
$361K -$12.3K -937 -3%

BGX Hedge Fund Activity: Q4 2020 in Review

43 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q4 2020, worth a combined $45.8M — up 18% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BGX positions and 5 closed out — a net gain of 7 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.84M. The largest seller was Wolverine Asset Management, cutting an estimated $444K.

  • 43 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q4 2020, up from 36 in Q3 2020.
  • Funds reported $45.8M of Blackstone Long-Short Credit Income Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 12 funds opened new Blackstone Long-Short Credit Income Fund positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $1.84M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q4 2020 was Wolverine Asset Management, an estimated $444K sold.

Based on aggregated 13F filings for Q4 2020.