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BGX

Blackstone Long-Short Credit Income Fund

47 hedge funds and large institutions have $56.2M invested in Blackstone Long-Short Credit Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more funds holding

Funds holding: 4347 (+4)

7% more capital invested

Capital invested by funds: $52.3M → $56.2M (+$3.87M)

0.12% more ownership

Funds ownership: 29.11%29.23% (+0.12%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$11M -$198K -13,723 -2%
GC
2
Guggenheim Capital
Illinois
$6.76M +$807K +55,879 +14%
Invesco
3
Invesco
Georgia
$6.5M +$733K +50,712 +13%
Morgan Stanley
4
Morgan Stanley
New York
$4.69M +$496K +34,367 +12%
Wells Fargo
5
Wells Fargo
California
$4.57M -$643K -44,510 -13%
LCM
6
Landscape Capital Management
New Jersey
$2.54M -$509K -35,222 -17%
AAM
7
Advisors Asset Management
Colorado
$2.05M +$626K +43,302 +47%
UBS Group
8
UBS Group
Switzerland
$1.82M +$72.2K +4,997 +4%
RCM
9
Robinson Capital Management
Michigan
$1.48M
WWMSC
10
Wagner Wealth Management (South Carolina)
South Carolina
$1.28M -$24.8K -1,718 -2%
Bank of America
11
Bank of America
North Carolina
$1.18M -$523K -36,220 -32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.07M +$36.7K +2,538 +4%
PAS
13
Park Avenue Securities
New York
$1.05M +$25.8K +1,785 +3%
SFS
14
Shaker Financial Services
Virginia
$906K -$408K -28,212 -32%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$862K -$196K -13,600 -19%
CIA
16
Capital Investment Advisors
Georgia
$735K +$51.5K +3,566 +8%
VEA
17
Virtus ETF Advisers
New York
$731K +$195K +13,466 +39%
Osaic Holdings
18
Osaic Holdings
Arizona
$623K -$72.2K -5,000 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$620K +$36.1K +2,496 +6%
JP Morgan Chase
20
JP Morgan Chase
New York
$569K -$54.7K -3,788 -9%
MC
21
Matisse Capital
Oregon
$525K
SWM
22
Spire Wealth Management
Virginia
$494K -$89.9K -6,225 -16%
NCM
23
Next Capital Management
New York
$452K -$14.9K -1,030 -3%
OC
24
Oppenheimer & Co
New York
$452K +$272K +18,853 +171%
CF
25
Centaurus Financial
California
$378K -$14.7K -1,018 -4%

BGX Hedge Fund Activity: Q2 2021 in Review

47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q2 2021, worth a combined $56.2M — up 7.4% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BGX positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $807K. The largest seller was Wells Fargo, cutting an estimated $643K.

  • 47 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q2 2021, up from 43 in Q1 2021.
  • Funds reported $56.2M of Blackstone Long-Short Credit Income Fund stock for Q2 2021, up 7.4% quarter-over-quarter.
  • 9 funds opened new Blackstone Long-Short Credit Income Fund positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q2 2021 was Guggenheim Capital, an estimated $807K added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q2 2021 was Wells Fargo, an estimated $643K sold.

Based on aggregated 13F filings for Q2 2021.