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BGX

Blackstone Long-Short Credit Income Fund

37 hedge funds and large institutions have $57M invested in Blackstone Long-Short Credit Income Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less capital invested

Capital invested by funds: $57.7M → $57M (-$748K)

1.23% less ownership

Funds ownership: 36.55%35.32% (-1.2%)

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
13
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.81M +$188K +14,683 +2%
SIA
2
Sit Investment Associates
Minnesota
$6.82M -$1.97M -154,486 -22%
GC
3
Guggenheim Capital
Illinois
$6.46M +$1.11M +86,973 +21%
AAM
4
Advisors Asset Management
Colorado
$4.32M +$33.9K +2,656 +0.8%
RCM
5
Rivernorth Capital Management
Florida
$3.73M -$1.08M -84,567 -22%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$3.38M -$1.97M -154,263 -37%
Invesco
7
Invesco
Georgia
$3.37M +$159K +12,449 +5%
GA
8
GraniteShares Advisors
New York
$2.57M +$417K +32,663 +19%
Cohen & Steers
9
Cohen & Steers
New York
$2.11M
LCM
10
Landscape Capital Management
New Jersey
$1.96M +$51.4K +4,028 +3%
NCM
11
Next Capital Management
New York
$1.71M -$1.95M -153,048 -53%
Bank of America
12
Bank of America
North Carolina
$1.57M -$2.32K -182 -0.1%
Wells Fargo
13
Wells Fargo
California
$1.46M -$13.3K -1,045 -0.9%
DWM
14
Drive Wealth Management
Utah
$1.35M +$1.35M +105,681 New
UBS Group
15
UBS Group
Switzerland
$1.2M -$123K -9,629 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.08M +$70.5K +5,518 +7%
NFG
17
Nations Financial Group
Iowa
$786K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$650K +$70.4K +5,511 +12%
VEA
19
Virtus ETF Advisers
New York
$621K +$620K +48,532 New
JWCA
20
J.W. Cole Advisors
Florida
$593K +$592K +46,369 New
CIA
21
Capital Investment Advisors
Georgia
$539K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$469K +$39.3K +3,075 +9%
MAM
23
Morse Asset Management
Connecticut
$404K +$404K +31,619 New
KAS
24
Kestra Advisory Services
Texas
$263K +$4.96K +388 +2%
OC
25
Oppenheimer & Co
New York
$256K

BGX Hedge Fund Activity: Q3 2024 in Review

37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blackstone Long-Short Credit Income Fund (BGX) for Q3 2024, worth a combined $57M — down 1.3% from $57.7M a quarter earlier.

Fund positioning in BGX was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 12 trimmed.

The largest buyer was Drive Wealth Management, opening a new position worth an estimated $1.35M. The largest seller was Sit Investment Associates, cutting an estimated $1.97M.

  • 37 institutional investors held Blackstone Long-Short Credit Income Fund (BGX) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $57M of Blackstone Long-Short Credit Income Fund stock for Q3 2024, down 1.3% quarter-over-quarter.
  • 6 funds opened new Blackstone Long-Short Credit Income Fund positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest Blackstone Long-Short Credit Income Fund buyer in Q3 2024 was Drive Wealth Management, an estimated $1.35M added.
  • The largest Blackstone Long-Short Credit Income Fund seller in Q3 2024 was Sit Investment Associates, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2024.