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BGX

Blackstone Long-Short Credit Income Fund

41 hedge funds and large institutions have $48.7M invested in Blackstone Long-Short Credit Income Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 15 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

11% more funds holding

Funds holding: 3741 (+4)

2.49% more ownership

Funds ownership: 30.81%33.3% (+2.5%)

7% less capital invested

Capital invested by funds: $52.6M → $48.7M (-$3.92M)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$6.18M -$261K -20,847 -4%
GC
2
Guggenheim Capital
Illinois
$4.27M -$928K -74,183 -17%
Invesco
3
Invesco
Georgia
$4.1M -$604K -48,292 -12%
RCM
4
Rivernorth Capital Management
Florida
$4M +$1.46M +116,734 +51%
AAM
5
Advisors Asset Management
Colorado
$3.87M +$537K +42,967 +15%
Morgan Stanley
6
Morgan Stanley
New York
$3.21M -$128K -10,270 -4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.83M -$590K -47,156 -16%
Cohen & Steers
8
Cohen & Steers
New York
$2.81M +$370K +29,620 +14%
NCM
9
Next Capital Management
New York
$2.64M +$2.87M +229,604 New
Wells Fargo
10
Wells Fargo
California
$2.52M -$136K -10,895 -5%
SFS
11
Shaker Financial Services
Virginia
$2.02M -$152K -12,132 -6%
UBS Group
12
UBS Group
Switzerland
$1.2M -$235K -18,759 -15%
WAM
13
Wolverine Asset Management
Illinois
$1.01M +$577K +46,160 +110%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$977K +$326K +26,063 +44%
LSC
15
Logan Stone Capital
Illinois
$806K +$876K +70,068 New
Bank of America
16
Bank of America
North Carolina
$741K -$129K -10,282 -14%
CIA
17
Capital Investment Advisors
Georgia
$529K +$14.7K +1,175 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$446K +$33.2K +2,658 +7%
NFG
19
Nations Financial Group
Iowa
$431K -$138K -11,000 -23%
RCM
20
Robinson Capital Management
Michigan
$428K +$1.25K +100 +0.3%
Osaic Holdings
21
Osaic Holdings
Arizona
$400K -$38.5K -3,080 -8%
LCM
22
Landscape Capital Management
New Jersey
$361K +$24.9K +1,993 +7%
OC
23
Oppenheimer & Co
New York
$334K
JP Morgan Chase
24
JP Morgan Chase
New York
$332K
QC
25
Quantedge Capital
Singapore
$245K +$266K +21,300 New

BGX Hedge Fund Activity: Q2 2022 in Review

41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q2 2022, worth a combined $48.7M — down 7.5% from $52.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BGX positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Next Capital Management, opening a new position worth an estimated $2.87M. The largest seller was Guggenheim Capital, cutting an estimated $928K.

  • 41 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q2 2022, up from 37 in Q1 2022.
  • Funds reported $48.7M of Blackstone Long-Short Credit Income Fund stock for Q2 2022, down 7.5% quarter-over-quarter.
  • 9 funds opened new Blackstone Long-Short Credit Income Fund positions in Q2 2022 and 5 closed out, a net change of +4 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q2 2022 was Next Capital Management, an estimated $2.87M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q2 2022 was Guggenheim Capital, an estimated $928K sold.

Based on aggregated 13F filings for Q2 2022.