Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackstone Long Short Cr Inc (BGX)

52 + Investors. Track Smart Money conviction in BGX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
5Q ▲
Buyers last Q
49%

Smart Money Signals — BGX

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added BGX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
52 hedge funds hold BGX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

26 buying27 selling
Last quarter: 27 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 10 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 6% medium ■ 40% new
28 out of 52 hedge funds have held BGX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +5%, value -16%

Value
-15%
Shares
+5%
Last quarter: funds added +5% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

8 → 6 → 10 → 14 → 12 new funds/Q
New funds entering each quarter: 6 → 10 → 14 → 12. A growing number of institutions are discovering BGX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 37% newcomers

■ 62% veterans ■ 2% 1-2yr ■ 37% new
Entry-cohort mix of 52 holders: 32 (62%) are 2+ year veterans, 1 entered 1–2 years ago, and 19 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
8 of 52 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BGX

In 2026 Q1, 26 hedge funds were net buyers of BGX (12 opened a new position, 14 added to an existing one), while 27 reduced or exited (17 trimmed, 10 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in BGX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 52.

Hedge Fund Ownership: BGX

How many hedge funds hold BGX — quarterly history vs. share price
Quarterly hedge fund ownership of BGX vs. share price

Market Analysis: BGX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Blackstone Long Short Cr Inc (BGX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BGX has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
BGX
-0.4%
XLF
+1220.3%

BGX outperformed XLF by -1220.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
BGX
-0.4%
XLF
+4.8%

Since the filing became public, BGX outperformed XLF by -5.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BGX
52 + Investors

Track Smart Money conviction in BGX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 50 4.0%
13F Shares 6M 5M 5.16%
Total Value $52M $61M -15.58%
New Positions 12 14 -2
Increased Positions 14 20 -6
Closed Positions 10 6 +4
Reduced Positions 17 10 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BGX

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

52 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BGX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Logan Stone Capital, LLC 1.07% 352,014 $3.8M
2 Closed-End Fund Advisors, Inc. 0.84% 75,639 $824K
3 Matisse Capital 0.79% 170,000 $1.9M
4 Adapt Wealth Advisors, LLC 0.75% 191,163 $2.1M
5 Thomas J. Herzfeld Advisors, Inc. 0.44% 117,867 $1.3M
6 1607 Capital Partners, LLC 0.15% 196,023 $2.1M
7 Papamarkou Wellner Asset Management inc. 0.10% 15,750 $172K
8 Landscape Capital Management, L.L.C. 0.10% 140,470 $1.5M
9 SeaCrest Wealth Management, LLC 0.07% 59,248 $646K
10 Almitas Capital LLC 0.06% 25,085 $273K
11 Absolute Investment Advisers, LLC 0.05% 38,549 $420K
12 Quarry LP 0.05% 24,899 $271K
13 Saba Capital Management, L.P. 0.04% 143,882 $1.6M
14 Guggenheim Capital LLC 0.04% 502,148 $5.5M
15 Nations Financial Group Inc, /Ia/ /Adv 0.03% 60,800 $663K
16 Noble Wealth Management PBC 0.03% 6,150 $67K
17 Pathstone Holdings, LLC 0.03% 706,910 $7.7M
18 Wolverine Asset Management LLC 0.03% 247,972 $2.7M
19 Soltis Investment Advisors LLC 0.01% 18,107 $197K
20 Ethos Financial Group, LLC 0.01% 13,499 $157K
21 Sax Wealth Advisors, LLC 0.01% 19,019 $222K
22 Capital Investment Advisors, LLC 0.01% 33,807 $369K
23 Ausdal Financial Partners, Inc. 0.01% 11,204 $122K
24 Hennion & Walsh Asset Management, Inc. 0.01% 14,539 $158K
25 Advisors Asset Management, Inc. 0.00% 27,311 $298K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackstone Long Short Cr Inc (BGX)

What does the Smart Money Trend signal show for BGX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added BGX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BGX?

More sellers than buyers — 49% buying: Last quarter: 27 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BGX holders?

Strong quality — 28% AUM from major funds: 8 of 52 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BGX?

54% of holders stayed for 2+ years: 28 out of 52 hedge funds have held BGX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Blackstone Long Short Cr Inc (BGX) following the 2026 Q1 hedge fund 13F filings?

As of today, BGX has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -5.2%. Since the quarter end (March 31, 2026), BGX has gained -0.4% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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