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BGX

Blackstone Long-Short Credit Income Fund

44 hedge funds and large institutions have $50.1M invested in Blackstone Long-Short Credit Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $46.4M → $50.1M (+$3.69M)

5% more funds holding

Funds holding: 4244 (+2)

2.87% more ownership

Funds ownership: 33.47%36.34% (+2.9%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
16
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
$7.56M +$1.75M +159,270 +30%
Morgan Stanley
2
Morgan Stanley
New York
$4.4M +$1.02M +92,594 +30%
RCM
3
Rivernorth Capital Management
Florida
$3.79M -$8.77K -800 -0.2%
GC
4
Guggenheim Capital
Illinois
$3.4M -$393K -35,826 -10%
Invesco
5
Invesco
Georgia
$3.31M -$324K -29,568 -9%
SCM
6
Saba Capital Management
New York
$3.22M +$2.27M +206,912 +231%
NCM
7
Next Capital Management
New York
$3.11M +$331K +30,216 +12%
Cohen & Steers
8
Cohen & Steers
New York
$2.91M
SFS
9
Shaker Financial Services
Virginia
$2.45M +$540K +49,240 +28%
AAM
10
Advisors Asset Management
Colorado
$2.34M -$1.23M -112,474 -34%
Wells Fargo
11
Wells Fargo
California
$2.01M -$572K -52,203 -22%
LSC
12
Logan Stone Capital
Illinois
$1.61M +$678K +61,826 +71%
UBS Group
13
UBS Group
Switzerland
$1.01M -$57.6K -5,256 -5%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$864K -$63.7K -5,810 -7%
MC
15
Matisse Capital
Oregon
$752K +$178K +16,195 +30%
OC
16
Oppenheimer & Co
New York
$735K -$20.2K -1,843 -3%
NFG
17
Nations Financial Group
Iowa
$688K +$274K +25,000 +65%
Bank of America
18
Bank of America
North Carolina
$668K +$5.07K +462 +0.8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$647K -$362K -32,978 -36%
AA
20
AQR Arbitrage
Connecticut
$632K +$227K +20,695 +55%
CIA
21
Capital Investment Advisors
Georgia
$466K -$32.9K -3,000 -7%
LCM
22
Landscape Capital Management
New Jersey
$442K -$301K -27,498 -40%
RCM
23
Robinson Capital Management
Michigan
$411K
Osaic Holdings
24
Osaic Holdings
Arizona
$354K -$31.9K -2,906 -8%
AC
25
Almitas Capital
California
$265K +$268K +24,429 New

BGX Hedge Fund Activity: Q4 2022 in Review

44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q4 2022, worth a combined $50.1M — up 8% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BGX positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $2.27M. The largest seller was Advisors Asset Management, cutting an estimated $1.23M.

  • 44 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $50.1M of Blackstone Long-Short Credit Income Fund stock for Q4 2022, up 8% quarter-over-quarter.
  • 8 funds opened new Blackstone Long-Short Credit Income Fund positions in Q4 2022 and 5 closed out, a net change of +3 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q4 2022 was Saba Capital Management, an estimated $2.27M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q4 2022 was Advisors Asset Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2022.