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BGX

Blackstone Long-Short Credit Income Fund

43 hedge funds and large institutions have $52.3M invested in Blackstone Long-Short Credit Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $45.8M → $52.3M (+$6.47M)

2.23% more ownership

Funds ownership: 26.88%29.11% (+2.2%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
25
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.5M +$84.2K +6,051 +0.8%
GC
2
Guggenheim Capital
Illinois
$5.53M +$456K +32,781 +9%
Invesco
3
Invesco
Georgia
$5.36M +$662K +47,583 +14%
Wells Fargo
4
Wells Fargo
California
$4.91M +$57K +4,093 +1%
Morgan Stanley
5
Morgan Stanley
New York
$3.9M +$177K +12,696 +5%
LCM
6
Landscape Capital Management
New Jersey
$2.88M +$1.42M +102,083 +101%
UBS Group
7
UBS Group
Switzerland
$1.64M +$23.2K +1,664 +1%
Bank of America
8
Bank of America
North Carolina
$1.61M +$73.6K +5,285 +5%
RCM
9
Robinson Capital Management
Michigan
$1.37M -$3.48K -250 -0.3%
AAM
10
Advisors Asset Management
Colorado
$1.3M +$1.05M +75,183 +444%
SFS
11
Shaker Financial Services
Virginia
$1.25M +$537K +38,603 +78%
WWMSC
12
Wagner Wealth Management (South Carolina)
South Carolina
$1.22M +$25.3K +1,816 +2%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$998K +$61.2K +4,400 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$963K +$21.1K +1,518 +2%
PAS
15
Park Avenue Securities
New York
$961K +$23.1K +1,661 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$653K +$14.6K +1,047 +2%
CIA
17
Capital Investment Advisors
Georgia
$637K +$50.8K +3,652 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
$585K +$69.6K +4,998 +14%
SWM
19
Spire Wealth Management
Virginia
$549K +$541K +38,883 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$545K +$91.5K +6,578 +21%
VEA
21
Virtus ETF Advisers
New York
$493K +$47.9K +3,439 +11%
MC
22
Matisse Capital
Oregon
$490K
NCM
23
Next Capital Management
New York
$438K
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$437K +$430K +30,913 New
CF
25
Centaurus Financial
California
$368K -$12.1K -866 -3%

BGX Hedge Fund Activity: Q1 2021 in Review

43 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q1 2021, worth a combined $52.3M — up 14% from $45.8M a quarter earlier.

Fund positioning in BGX was balanced in Q1 2021: 4 funds opened new positions, 4 closed out, 25 added to existing stakes and 6 trimmed.

The largest buyer was Landscape Capital Management, adding an estimated $1.42M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.3M.

  • 43 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $52.3M of Blackstone Long-Short Credit Income Fund stock for Q1 2021, up 14% quarter-over-quarter.
  • 4 funds opened new Blackstone Long-Short Credit Income Fund positions in Q1 2021 and 4 closed out, a net change of 0 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q1 2021 was Landscape Capital Management, an estimated $1.42M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q1 2021 was Rivernorth Capital Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2021.