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BGX

Blackstone Long-Short Credit Income Fund

42 hedge funds and large institutions have $60.2M invested in Blackstone Long-Short Credit Income Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 4142 (+1)

2.12% more ownership

Funds ownership: 39.27%41.39% (+2.1%)

4% more capital invested

Capital invested by funds: $58.1M → $60.2M (+$2.11M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.4M +$3.32M +290,661 +33%
SIA
2
Sit Investment Associates
Minnesota
$11.1M +$1.23M +108,142 +13%
RCM
3
Rivernorth Capital Management
Florida
$4.34M +$201K +17,649 +5%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$3.67M +$3.65M +320,359 New
NCM
5
Next Capital Management
New York
$3.39M -$1.87K -164 -0.1%
GC
6
Guggenheim Capital
Illinois
$2.73M -$167K -14,677 -6%
SCM
7
Saba Capital Management
New York
$2.5M -$4.17M -365,286 -63%
Invesco
8
Invesco
Georgia
$2.23M +$151K +13,225 +7%
Cohen & Steers
9
Cohen & Steers
New York
$1.89M -$57K -5,000 -3%
LCM
10
Landscape Capital Management
New Jersey
$1.65M +$1.09M +95,581 +198%
Wells Fargo
11
Wells Fargo
California
$1.6M -$222K -19,490 -12%
GA
12
GraniteShares Advisors
New York
$1.47M -$61.5K -5,390 -4%
AAM
13
Advisors Asset Management
Colorado
$1.16M -$272K -23,854 -19%
UBS Group
14
UBS Group
Switzerland
$1.09M +$8.43K +739 +0.8%
SFS
15
Shaker Financial Services
Virginia
$794K +$58.9K +5,164 +8%
Bank of America
16
Bank of America
North Carolina
$709K +$90.7K +7,948 +15%
NFG
17
Nations Financial Group
Iowa
$704K
OC
18
Oppenheimer & Co
New York
$704K -$66K -5,788 -9%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$653K -$241K -21,158 -27%
MC
20
Matisse Capital
Oregon
$626K
CIA
21
Capital Investment Advisors
Georgia
$483K
AA
22
AQR Arbitrage
Connecticut
$477K -$294K -25,812 -38%
LSC
23
Logan Stone Capital
Illinois
$403K -$144K -12,592 -26%
Osaic Holdings
24
Osaic Holdings
Arizona
$368K -$75K -6,576 -17%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$277K +$26.2K +2,300 +10%

BGX Hedge Fund Activity: Q4 2023 in Review

42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q4 2023, worth a combined $60.2M — up 3.6% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BGX positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.32M. The largest seller was Saba Capital Management, cutting an estimated $4.17M.

  • 42 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $60.2M of Blackstone Long-Short Credit Income Fund stock for Q4 2023, up 3.6% quarter-over-quarter.
  • 6 funds opened new Blackstone Long-Short Credit Income Fund positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $3.32M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q4 2023 was Saba Capital Management, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2023.