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BGX

Blackstone Long-Short Credit Income Fund

37 hedge funds and large institutions have $52.6M invested in Blackstone Long-Short Credit Income Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.92% more ownership

Funds ownership: 28.9%30.81% (+1.9%)

2% less capital invested

Capital invested by funds: $54M → $52.6M (-$1.31M)

3% less funds holding

Funds holding: 3837 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$7.5M -$1.5M -107,394 -16%
GC
2
Guggenheim Capital
Illinois
$5.98M -$492K -35,090 -7%
Invesco
3
Invesco
Georgia
$5.45M -$956K -68,228 -14%
AAM
4
Advisors Asset Management
Colorado
$3.95M +$867K +61,883 +27%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.89M +$3.28M +234,049 +421%
Morgan Stanley
6
Morgan Stanley
New York
$3.88M -$336K -23,972 -8%
RCM
7
Rivernorth Capital Management
Florida
$3.1M +$3.23M +230,788 New
Wells Fargo
8
Wells Fargo
California
$3.09M -$885K -63,184 -22%
Cohen & Steers
9
Cohen & Steers
New York
$2.89M +$31.3K +2,234 +1%
SFS
10
Shaker Financial Services
Virginia
$2.52M +$1.24M +88,187 +89%
UBS Group
11
UBS Group
Switzerland
$1.65M +$20.3K +1,447 +1%
Bank of America
12
Bank of America
North Carolina
$1M -$40.9K -2,921 -4%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$792K +$502K +35,803 +155%
NFG
14
Nations Financial Group
Iowa
$651K +$679K +48,450 New
CIA
15
Capital Investment Advisors
Georgia
$603K -$7K -500 -1%
WAM
16
Wolverine Asset Management
Illinois
$562K +$586K +41,863 New
RCM
17
Robinson Capital Management
Michigan
$510K +$381K +27,192 +268%
Osaic Holdings
18
Osaic Holdings
Arizona
$509K -$14K -1,000 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$485K -$156K -11,123 -24%
SWM
20
Spire Wealth Management
Virginia
$458K -$65.8K -4,696 -12%
LCM
21
Landscape Capital Management
New Jersey
$395K -$1.28M -91,182 -76%
OC
22
Oppenheimer & Co
New York
$390K -$17.7K -1,265 -4%
JP Morgan Chase
23
JP Morgan Chase
New York
$389K -$119K -8,500 -23%
WKSWA
24
White Knight Strategic Wealth Advisors
New Jersey
$272K -$174K -12,450 -38%
RRCM
25
Rappaport Reiches Capital Management
Illinois
$269K +$280K +20,000 New

BGX Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q1 2022, worth a combined $52.6M — down 2.4% from $54M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BGX and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 10 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $3.28M. The largest seller was Sit Investment Associates, cutting an estimated $1.5M.

  • 37 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q1 2022, down from 38 in Q4 2021.
  • Funds reported $52.6M of Blackstone Long-Short Credit Income Fund stock for Q1 2022, down 2.4% quarter-over-quarter.
  • 5 funds opened new Blackstone Long-Short Credit Income Fund positions in Q1 2022 and 6 closed out, a net change of -1 holder.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q1 2022 was Janney Montgomery Scott, an estimated $3.28M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q1 2022 was Sit Investment Associates, an estimated $1.5M sold.

Based on aggregated 13F filings for Q1 2022.