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BGX

Blackstone Long-Short Credit Income Fund

41 hedge funds and large institutions have $58.1M invested in Blackstone Long-Short Credit Income Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $56.2M → $58.1M (+$1.98M)

0.31% more ownership

Funds ownership: 38.96%39.27% (+0.31%)

7% less funds holding

Funds holding: 4441 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.2M +$3.4M +294,921 +51%
SIA
2
Sit Investment Associates
Minnesota
$10M +$704K +60,998 +8%
SCM
3
Saba Capital Management
New York
$6.8M -$140K -12,087 -2%
RCM
4
Rivernorth Capital Management
Florida
$4.21M -$5.77K -500 -0.1%
NCM
5
Next Capital Management
New York
$3.45M
GC
6
Guggenheim Capital
Illinois
$2.94M -$48.1K -4,168 -2%
Invesco
7
Invesco
Georgia
$2.11M -$533K -46,192 -20%
Cohen & Steers
8
Cohen & Steers
New York
$1.98M -$405K -35,055 -17%
Wells Fargo
9
Wells Fargo
California
$1.85M -$52K -4,505 -3%
GA
10
GraniteShares Advisors
New York
$1.56M +$59.3K +5,140 +4%
AAM
11
Advisors Asset Management
Colorado
$1.46M -$5.42K -470 -0.4%
API
12
Advisor Partners II
California
$1.14M +$1.13M +98,269 New
UBS Group
13
UBS Group
Switzerland
$1.1M +$34.8K +3,018 +3%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$911K -$2.72K -236 -0.3%
AA
15
AQR Arbitrage
Connecticut
$786K -$395K -34,262 -34%
OC
16
Oppenheimer & Co
New York
$783K -$10.1K -875 -1%
SFS
17
Shaker Financial Services
Virginia
$741K -$1.03M -89,475 -58%
NFG
18
Nations Financial Group
Iowa
$716K
MC
19
Matisse Capital
Oregon
$637K -$170K -14,715 -21%
Bank of America
20
Bank of America
North Carolina
$629K -$122K -10,611 -16%
LCM
21
Landscape Capital Management
New Jersey
$564K -$51.3K -4,441 -8%
LSC
22
Logan Stone Capital
Illinois
$557K -$1.39M -120,096 -72%
CIA
23
Capital Investment Advisors
Georgia
$491K
Osaic Holdings
24
Osaic Holdings
Arizona
$451K +$68.3K +5,917 +18%
RCM
25
Robinson Capital Management
Michigan
$423K

BGX Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q3 2023, worth a combined $58.1M — up 3.5% from $56.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BGX and 2 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $3.4M. The largest seller was Logan Stone Capital, cutting an estimated $1.39M.

  • 41 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q3 2023, down from 44 in Q2 2023.
  • Funds reported $58.1M of Blackstone Long-Short Credit Income Fund stock for Q3 2023, up 3.5% quarter-over-quarter.
  • 2 funds opened new Blackstone Long-Short Credit Income Fund positions in Q3 2023 and 5 closed out, a net change of -3 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $3.4M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q3 2023 was Logan Stone Capital, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2023.