BGX Institutional Ownership & Shareholders
BLACKSTONE LONG-SHORT CREDIT (BGX) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $65.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pathstone Holdings, Llc is currently the largest disclosed institutional shareholder of BGX tracked by InsiderSet, reporting ownership valued at approximately $7.71M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.46M, representing an estimated loss of -3.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed BGX value among the investors covered in this analysis. Major shareholders include Pathstone Holdings, Llc, Sit Investment Associates Inc, Logan Stone Capital, Llc, and several other long-term asset managers with concentrated positions in BLACKSTONE LONG-SHORT CREDIT (BGX).
This page ranks the largest institutional BGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
50
Total Reported Value
$65.35M
Largest Holder
Pathstone Holdings, Llc
Largest Position
$7.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pathstone Holdings, Llc | 0.03% | 706,910 | $7,705,311 | $7,457,901 | -$247,410 | -3.21% | |
| Sit Investment Associates Inc | 0.13% | 607,252 | $6,607,000 | $6,406,509 | -$200,491 | -3.03% | |
| Logan Stone Capital, Llc | 0.77% | 335,386 | $3,649,000 | $3,538,322 | -$110,678 | -3.03% | |
| Guggenheim Capital Llc | 0.02% | 326,265 | $3,549,763 | $3,442,096 | -$107,667 | -3.03% | |
| Advisors Asset Management, Inc. | 0.05% | 231,779 | $3,407,151 | $2,445,268 | -$961,883 | -28.23% | |
| Landscape Capital Management, L.L.C. | 0.20% | 285,430 | $3,105,479 | $3,011,287 | -$94,193 | -3.03% | |
| Invesco Ltd. | 0.00% | 270,291 | $2,940,766 | $2,851,570 | -$89,196 | -3.03% | |
| Morgan Stanley | 0.00% | 234,781 | $2,554,422 | $2,476,940 | -$77,482 | -3.03% | |
| Bank Of America Corp | 0.00% | 234,260 | $2,548,750 | $2,471,443 | -$77,307 | -3.03% | |
| Envestnet Asset Management Inc | 0.00% | 229,541 | $2,497,402 | $2,421,658 | -$75,744 | -3.03% | |
| Adapt Wealth Advisors, Llc | 0.70% | 196,950 | $2,142,816 | $2,077,823 | -$64,993 | -3.03% | |
| Atlas Wealth Llc | 0.30% | 196,187 | $2,134,515 | $2,069,773 | -$64,742 | -3.03% | |
| Bulldog Investors, Llp | 0.44% | 185,505 | $2,018,294 | $1,957,078 | -$61,216 | -3.03% | |
| Wells Fargo & Company/Mn | 0.00% | 180,395 | $1,962,692 | $1,903,167 | -$59,525 | -3.03% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.59% | 177,105 | $1,926,902 | $1,868,458 | -$58,444 | -3.03% | |
| Wolverine Asset Management Llc | 0.02% | 181,982 | $1,921,730 | $1,919,910 | -$1,820 | -0.09% | |
| Matisse Capital | 0.70% | 170,000 | $1,795,200 | $1,793,500 | -$1,700 | -0.09% | |
| Cohen & Steers, Inc. | 0.00% | 149,996 | $1,632,000 | $1,582,458 | -$49,542 | -3.04% | |
| Saba Capital Management, L.P. | 0.05% | 149,494 | $1,626,495 | $1,577,162 | -$49,333 | -3.03% | |
| Kestra Advisory Services, Llc | 0.00% | 108,384 | $1,144,539 | $1,143,451 | -$1,088 | -0.10% | |
| Ubs Group Ag | 0.00% | 99,528 | $1,082,865 | $1,050,020 | -$32,845 | -3.03% | |
| 1607 Capital Partners, Llc | 0.09% | 98,815 | $1,075,107 | $1,042,498 | -$32,609 | -3.03% | |
| Closed-End Fund Advisors, Inc. | 1.03% | 96,941 | $1,054,718 | $1,022,728 | -$31,990 | -3.03% | |
| Nations Financial Group Inc | 0.03% | 60,800 | $661,504 | $641,440 | -$20,064 | -3.03% | |
| Calamos Advisors Llc | 0.00% | 49,180 | $519,341 | $518,849 | -$492 | -0.09% | |
| Raymond James Financial Inc | 0.00% | 44,580 | $485,030 | $470,319 | -$14,711 | -3.03% | |
| Osaic Holdings, Inc. | 0.00% | 39,490 | $429,659 | $416,620 | -$13,040 | -3.03% | |
| Capital Investment Advisors, Llc | 0.00% | 32,124 | $339,234 | $338,908 | -$326 | -0.10% | |
| Almitas Capital Llc | 0.07% | 25,085 | $272,925 | $264,647 | -$8,278 | -3.03% | |
| Seacrest Wealth Management, Llc | 0.03% | 25,750 | $271,920 | $271,663 | -$258 | -0.09% | |
| Choreo, Llc | 0.00% | 24,603 | $259,808 | $259,562 | -$246 | -0.09% | |
| Rockefeller Capital Management L.P. | 0.00% | 21,917 | $238,467 | $231,224 | -$7,243 | -3.04% | |
| Lpl Financial Llc | 0.00% | 17,010 | $185,064 | $179,456 | -$5,609 | -3.03% | |
| World Investment Advisors | 0.00% | 15,966 | $173,788 | $168,441 | -$5,347 | -3.08% | |
| Ethos Financial Group, Llc | 0.01% | 15,507 | $168,716 | $163,599 | -$5,117 | -3.03% | |
| Newedge Advisors, Llc | 0.00% | 15,415 | $167,715 | $162,628 | -$5,087 | -3.03% | |
| Oppenheimer & Co Inc | 0.00% | 14,800 | $156,288 | $156,140 | -$148 | -0.09% | |
| Hennion & Walsh Asset Management, Inc. | 0.00% | 14,671 | $154,926 | $154,779 | -$147 | -0.09% | |
| Cetera Investment Advisers | 0.00% | 13,791 | $150,045 | $145,495 | -$4,550 | -3.03% | |
| Royal Bank Of Canada | 0.00% | 13,030 | $142,000 | $137,467 | -$4,534 | -3.19% | |
| Susquehanna International Group, Llp | 0.00% | 12,730 | $138,502 | $134,302 | -$4,201 | -3.03% | |
| Davenport & Co Llc | 0.00% | 13,095 | $138,283 | $138,152 | -$131 | -0.09% | |
| Ausdal Financial Partners, Inc. | 0.00% | 11,200 | $121,858 | $118,160 | -$3,698 | -3.03% | |
| Noble Wealth Management Pbc | 0.02% | 4,950 | $52,272 | $52,223 | -$50 | -0.09% | |
| Fifth Third Bancorp | 0.00% | 1,771 | $19,268 | $18,684 | -$584 | -3.03% | |
| Bnp Paribas Financial Markets | 0.00% | 537 | $5,843 | $5,665 | -$178 | -3.04% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 500 | $5,280 | $5,275 | -$5 | -0.09% | |
| Action Point Financial Planning, Llc | 0.00% | 352 | $3,829 | $3,714 | -$115 | -3.01% | |
| Highline Wealth Partners Llc | 0.00% | 350 | $3,696 | $3,693 | -$3 | -0.09% | |
| Clear Street Group Inc. | 0.00% | 218 | $2,372 | $2,300 | -$72 | -3.04% |
Frequently asked questions about BGX
Who are the largest institutional holders of BGX?
The largest institutional holders of BGX reported in the latest SEC Form 13F filings include Pathstone Holdings, Llc, Sit Investment Associates Inc, Logan Stone Capital, Llc, Guggenheim Capital Llc, and Advisors Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported BGX position.
What is BGX institutional ownership?
This page tracks BGX positions reported by institutional investment managers through SEC Form 13F. BLACKSTONE LONG-SHORT CREDIT (BGX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGX?
InsiderSet currently tracks 50 institutional managers reporting BGX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BGX shareholders.
How much BGX stock do institutions own?
Institutional investment managers disclosed approximately $65.35M in BGX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGX institutional ownership last updated?
The latest BGX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BGX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BGX position after the reporting date.
Are institutions buying or selling BGX?
Institutional buying and selling can be analyzed by comparing BGX positions across consecutive 13F reporting periods. InsiderSet's BGX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGX ownership changes.
How has BGX institutional ownership changed over time?
InsiderSet tracks BGX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.