BGX — BLACKSTONE LONG SHORT CR INC
As of Q2 2026, 5 SEC-registered investment managers reported holding BGX (BLACKSTONE LONG SHORT CR INC) in their latest 13F filings, with a combined reported value of $11.09M across 1.02M shares. That is -10.3% by share count (-117.17K shares) versus the previous quarter, while reported value moved -10.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BGX is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 270.29K | $2.94M | 0.00% | Reduce |
| Morgan Stanley history | 234.78K | $2.55M | 0.00% | Reduce |
| Bank of America Corp history | 234.26K | $2.55M | 0.00% | Add |
| Wells Fargo & Co history | 180.40K | $1.96M | 0.00% | Add |
| UBS Group AG history | 99.53K | $1.08M | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 391.00K | $4.26M | 0.00% | Reduce |
| Invesco Ltd history | 280.06K | $3.05M | 0.00% | Reduce |
| Bank of America Corp history | 215.25K | $2.35M | 0.00% | Add |
| Wells Fargo & Co history | 149.47K | $1.63M | 0.00% | Add |
| UBS Group AG history | 100.66K | $1.10M | 0.00% | Reduce |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 589.25K | $6.87M | 0.00% | Add |
| Invesco Ltd history | 290.13K | $3.38M | 0.00% | Add |
| Bank of America Corp history | 144.10K | $1.68M | 0.00% | Add |
| Wells Fargo & Co history | 117.64K | $1.37M | 0.00% | Add |
| UBS Group AG history | 106.98K | $1.25M | 0.00% | Reduce |
| Citadel Advisors history | 15.04K | $175.34K | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 571.65K | $6.86M | 0.00% | Add |
| Invesco Ltd history | 283.77K | $3.41M | 0.00% | Reduce |
| Bank of America Corp history | 139.59K | $1.68M | 0.00% | Add |
| UBS Group AG history | 108.14K | $1.30M | 0.00% | Add |
| Wells Fargo & Co history | 97.64K | $1.17M | 0.00% | Add |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 540.33K | $6.71M | 0.00% | Reduce |
| Morgan Stanley history | 540.33K | $6.71M | 0.00% | Reduce |
| Invesco Ltd history | 294.31K | $3.65M | 0.00% | Add |
| Bank of America Corp history | 135.81K | $1.69M | 0.00% | Reduce |
| UBS Group AG history | 105.92K | $1.31M | 0.00% | Add |
| Wells Fargo & Co history | 95.63K | $1.19M | 0.00% | Add |
| JPMorgan Chase & Co history | 49 | $608 | 0.00% | New |
| JPMorgan Chase & Co history | 49 | $608 | 0.00% | New |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 547.53K | $6.76M | 0.00% | Hold |
| Morgan Stanley history | 547.53K | $6.76M | 0.00% | Hold |
| Invesco Ltd history | 272.07K | $3.36M | 0.00% | Add |
| Bank of America Corp history | 138.04K | $1.70M | 0.00% | Hold |
| UBS Group AG history | 102.34K | $1.26M | 0.00% | Add |
| Wells Fargo & Co history | 93.43K | $1.15M | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd | 270.29K | 280.06K | 290.13K | 283.77K | 294.31K | 272.07K | 267.50K | 263.10K | 250.66K | 224.42K | 194.39K | 181.17K | 227.36K | 260.67K | 305.03K | 334.60K | 356.91K | 405.20K | 473.43K | 477.63K |
| Morgan Stanley | 234.78K | 391.00K | 589.25K | 571.65K | 540.33K | 547.53K | 549.59K | 610.41K | 595.73K | 599.69K | 583.95K | 877.25K | 582.32K | 475.21K | 406.34K | 313.75K | 278.76K | 289.03K | 313.00K | 315.33K |
| Bank of America Corp | 234.26K | 215.25K | 144.10K | 139.59K | 135.81K | 138.04K | 137.51K | 122.58K | 122.76K | 109.83K | 61.91K | 53.97K | 64.58K | 55.73K | 61.59K | 61.12K | 64.45K | 74.73K | 77.65K | 81.80K |
| Wells Fargo & Co | 180.40K | 149.47K | 117.64K | 97.64K | 95.63K | 93.43K | 107.21K | 113.98K | 115.02K | 98.99K | 139.47K | 158.96K | 163.46K | 191.75K | 184.98K | 237.19K | 219.14K | 230.03K | 293.22K | 293.18K |
| UBS Group AG | 99.53K | 100.66K | 106.98K | 108.14K | 105.92K | 102.34K | 98.37K | 93.77K | 103.39K | 101.79K | 94.78K | 94.04K | 91.02K | 93.99K | 93.31K | 98.56K | 103.97K | 122.73K | 121.28K | 128.18K |
| Citadel Advisors | — | — | 15.04K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | 49 | — | — | — | — | — | — | — | 3.58K | — | — | — | 28.91K | 28.91K | 37.41K | 40.31K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 966 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details