Blackstone Long-Short CreditBGX

13F holders, Q4 2024 (December 31)
37holders
3new positions
5sold out
$12.65avg. 13F price*

At the end of Q4 2024, 37 institutions reported holding Blackstone Long-Short Credit (BGX) in their 13F filings, unchanged from Q3 2024. 3 opened new positions and 5 sold out. The largest holders were Guggenheim Capital LLC ($7.5M), Sit Investment Associates Inc. ($6.9M) and Morgan Stanley ($6.8M).

Company
Blackstone Long-Short Credit
CUSIP
09257D102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 36Q1 2024Q2 2024: 37Q2 2024Q3 2024: 37Q3 2024Q4 2024: 37Q4 2024Q1 2025: 36Q1 2025Q2 2025: 39Q2 2025Q3 2025: 44Q3 2025Q4 2025: 52Q4 2025Q1 2026: 52Q1 2026Q2 2026: 49Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$342K
Exits5$3.2M

All 13F filers, Q3 2024 → Q4 2024: 314,916 shares bought and 541,776 shares sold, net −226,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Guggenheim Capital LLC 0.06% Add +20.1% 606,370 $7.5M
Sit Investment Associates Inc. 0.16% Add +3.6% 552,564 $6.9M
Morgan Stanley 0.00% Reduce -10.0% 549,593 $6.8M
Advisors Asset Management, Inc. 0.08% Reduce -0.3% 337,344 $4.2M
Invesco Ltd. 0.00% Add +1.7% 267,504 $3.3M
Pathstone Holdings, LLC 0.01% Reduce -9.9% 238,002 $3.0M
Rivernorth Capital Management, LLC 0.13% Reduce -26.8% 213,348 $2.7M
Cohen & Steers, Inc. 0.00% No change 164,996 $2.1M
Bank of America Corp. 0.00% Add +12.2% 137,508 $1.7M
Landscape Capital Management, L.L.C. 0.18% Reduce -11.0% 136,682 $1.7M
Drive Wealth Management, LLC 0.39% Add +19.7% 126,484 $1.6M
Wells Fargo & Company 0.00% Reduce -5.9% 107,211 $1.3M
UBS Group AG 0.00% Add +4.9% 98,368 $1.2M
Royal Bank of Canada 0.00% Add +4.1% 88,068 $1.1M
J.W. Cole Advisors, Inc. 0.04% Add +75.5% 81,375 $1.0M
Papamarkou Wellner Asset Management inc. 0.66% — 7,750 $964K
Shaker Financial Services, LLC 0.33% Add +357.3% 68,984 $861K
Nations Financial Group Inc, /Ia/ 0.06% No change 61,450 $764K
Virtus Advisers, LLC 0.29% Add +17.9% 57,231 $712K
Envestnet Asset Management Inc. 0.00% Add +8.5% 55,162 $686K
Morse Asset Management, Inc 0.13% Add +43.3% 45,305 $564K
Capital Investment Advisors, LLC 0.01% No change 42,157 $524K
Cetera Investment Advisers 0.00% Add +7.6% 39,444 $491K
Next Capital Management LLC 0.19% Reduce -72.9% 36,261 $451K
Janney Montgomery Scott LLC 0.00% New 23,174 $288K
Oppenheimer & Co. Inc. 0.00% Reduce -0.7% 19,900 $248K
NewEdge Advisors, LLC 0.00% No change 15,315 $191K
Ausdal Financial Partners, Inc. 0.02% Add +1.2% 14,534 $181K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 13,892 $173K
Hennion & Walsh Asset Management, Inc. 0.01% Add +0.2% 12,341 $154K
Raymond James Financial Inc. 0.00% — 12,310 $153K
Osaic Holdings, Inc. 0.00% Add +0.2% 7,321 $91K
Comerica Bank 0.00% Add +2.8% 5,809 $72K
US Bancorp \de 0.00% New 3,604 $45K
Avior Wealth Management, LLC 0.00% Reduce -21.9% 3,274 $41K
AllSquare Wealth Management LLC 0.01% No change 1,200 $15K
FNY Investment Advisers, LLC 0.00% New 800 $9K

"% of holder's portfolio" is BGX's weight in each manager's 13F, not the share of Blackstone Long-Short Credit the manager owns.