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BGX

Blackstone Long-Short Credit Income Fund

38 hedge funds and large institutions have $54M invested in Blackstone Long-Short Credit Income Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

15% more funds holding

Funds holding: 3338 (+5)

0.5% more ownership

Funds ownership: 28.39%28.9% (+0.5%)

1% less capital invested

Capital invested by funds: $54.7M → $54M (-$793K)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.78M -$1.44M -95,258 -13%
GC
2
Guggenheim Capital
Illinois
$7.06M -$137K -9,085 -2%
Invesco
3
Invesco
Georgia
$6.96M -$63.4K -4,207 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$4.6M -$35.1K -2,328 -0.7%
Wells Fargo
5
Wells Fargo
California
$4.31M +$603 +40 +0%
AAM
6
Advisors Asset Management
Colorado
$3.41M +$788K +52,276 +29%
Cohen & Steers
7
Cohen & Steers
New York
$3.13M +$759K +50,360 +31%
UBS Group
8
UBS Group
Switzerland
$1.78M -$104K -6,898 -5%
LCM
9
Landscape Capital Management
New Jersey
$1.77M -$357K -23,707 -16%
SFS
10
Shaker Financial Services
Virginia
$1.46M +$1.5M +99,499 New
Bank of America
11
Bank of America
North Carolina
$1.14M -$62.5K -4,148 -5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$817K +$838K +55,591 New
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$804K -$21.5K -1,424 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$694K -$4.82K -320 -0.7%
CIA
15
Capital Investment Advisors
Georgia
$667K -$46K -3,050 -6%
Osaic Holdings
16
Osaic Holdings
Arizona
$571K -$35.3K -2,341 -6%
SWM
17
Spire Wealth Management
Virginia
$570K +$85.9K +5,698 +17%
JP Morgan Chase
18
JP Morgan Chase
New York
$550K -$43.7K -2,900 -7%
MC
19
Matisse Capital
Oregon
$488K -$22.6K -1,500 -4%
WKSWA
20
White Knight Strategic Wealth Advisors
New Jersey
$481K +$493K +32,716 New
OC
21
Oppenheimer & Co
New York
$445K +$75.4K +5,000 +20%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$340K +$348K +23,119 New
BCM
23
Bluefin Capital Management
New York
$301K +$308K +20,445 New
CF
24
Centaurus Financial
California
$286K -$53.4K -3,541 -15%
KAS
25
Kestra Advisory Services
Texas
$269K +$3.38K +224 +1%

BGX Hedge Fund Activity: Q4 2021 in Review

38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q4 2021, worth a combined $54M — down 1.4% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGX positions and 4 closed out — a net gain of 6 holders — while 7 added to existing stakes and 18 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.5M. The largest seller was Sit Investment Associates, cutting an estimated $1.44M.

  • 38 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q4 2021, up from 33 in Q3 2021.
  • Funds reported $54M of Blackstone Long-Short Credit Income Fund stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 10 funds opened new Blackstone Long-Short Credit Income Fund positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q4 2021 was Shaker Financial Services, an estimated $1.5M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q4 2021 was Sit Investment Associates, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2021.