Blackstone Long-Short CreditBGX

13F holders, Q1 2025 (March 31)
36holders −1
7new positions
7sold out
$12.35avg. 13F price*

At the end of Q1 2025, 36 institutions reported holding Blackstone Long-Short Credit (BGX) in their 13F filings, down 1 from Q4 2024. 7 opened new positions and 7 sold out. The largest holders were Guggenheim Capital LLC ($9.1M), Morgan Stanley ($6.8M) and Sit Investment Associates Inc. ($4.4M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$1.6M
Exits7$4.9M

All 13F filers, Q4 2024 → Q1 2025: 377,065 shares bought and 746,190 shares sold, net −369,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

Guggenheim Capital LLC 0.09% Add +21.6% 737,327 $9.1M
Morgan Stanley 0.00% Reduce -0.4% 547,531 $6.8M
Sit Investment Associates Inc. 0.10% Reduce -36.2% 352,539 $4.4M
Advisors Asset Management, Inc. 0.07% Reduce -8.1% 310,015 $3.8M
Invesco Ltd. 0.00% Add +1.7% 272,073 $3.4M
Cohen & Steers, Inc. 0.00% No change 164,996 $2.0M
Drive Wealth Management, LLC 0.46% Add +26.2% 159,617 $2.0M
Landscape Capital Management, L.L.C. 0.16% Add +8.1% 147,720 $1.8M
Bank of America Corp. 0.00% Add +0.4% 138,042 $1.7M
J.W. Cole Advisors, Inc. 0.04% Add +32.8% 108,066 $1.3M
UBS Group AG 0.00% Add +4.0% 102,336 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -58.7% 98,330 $1.2M
Wells Fargo & Company 0.00% Reduce -12.9% 93,426 $1.2M
Royal Bank of Canada 0.00% Add +4.6% 92,158 $1.1M
Shaker Financial Services, LLC 0.37% Add +11.9% 77,174 $953K
Virtus Investment Advisers, LLC 0.24% New 71,352 $881K
Nations Financial Group Inc, /Ia/ 0.06% No change 61,450 $759K
Morse Asset Management, Inc 0.14% Add +0.2% 45,412 $561K
Capital Investment Advisors, LLC 0.01% Reduce -1.4% 41,557 $513K
Cetera Investment Advisers 0.00% Reduce -21.4% 31,002 $383K
Envestnet Asset Management Inc. 0.00% Reduce -46.8% 29,328 $362K
Hennion & Walsh Asset Management, Inc. 0.01% Add +106.8% 25,521 $315K
Oppenheimer & Co. Inc. 0.00% No change 19,900 $246K
Janney Montgomery Scott LLC 0.00% Reduce -20.0% 18,547 $229K
LPL Financial LLC 0.00% New 15,320 $189K
NewEdge Advisors, LLC 0.00% Reduce -2.6% 14,915 $184K
Ausdal Financial Partners, Inc. 0.01% Add +1.1% 14,700 $182K
Osaic Holdings, Inc. 0.00% Add +98.5% 14,534 $179K
Virtu Financial LLC 0.01% New 14,280 $176K
HRT Financial LP 0.00% New 12,133 $149K
Raymond James Financial Inc. 0.00% Reduce -9.3% 11,164 $138K
Advisory Services Network, LLC 0.00% New 10,168 $126K
Wolverine Asset Management LLC 0.01% New 8,085 $100K
Comerica Bank 0.00% Add +1.6% 5,899 $73K
Elequin Capital, LP 0.01% New 1,801 $22K
AllSquare Wealth Management LLC 0.01% No change 1,200 $15K

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