Vault-13

BLACKSTONE LONG SHORT CR INC BGX

COM SHS BN INT · Closed-End Fund · CUSIP 09257D102

49 institutional holders -3 vs Q1 2026
5,650,2335.7m shares reported held*
$61.5mreported value*
7 new 16 added 18 reduced 10 sold out net bought ≈ $1.2m (+109.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 43Q4 22: 46Q1 23: 46Q2 23: 46Q3 23: 42Q4 23: 43Q1 24: 37Q2 24: 38Q3 24: 38Q4 24: 38Q1 25: 37Q2 25: 40Q3 25: 44Q4 25: 52Q1 26: 52Q2 26: 4949Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202243
Q4 202246
Q1 202346
Q2 202346
Q3 202342
Q4 202343
Q1 202437
Q2 202438
Q3 202438
Q4 202438
Q1 202537
Q2 202540
Q3 202544
Q4 202552
Q1 202652
Q2 202649

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 19 bought or addedQ3 24: 18 cut or sold outQ4 24: 20 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 21 bought or addedQ1 25: 18 cut or sold outQ2 25: 21 bought or addedQ2 25: 13 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 18 cut or sold outQ4 25: 35 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 25 bought or addedQ1 26: 27 cut or sold outQ2 26: 23 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241918
Q4 20242014
Q1 20252118
Q2 20252113
Q3 20252618
Q4 20253515
Q1 20262527
Q2 20262328

Biggest buyers

Atlas Wealth LLC New +196,187+196.2k
Bulldog Investors, LLP New +185,505+185.5k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Added +144,960+145.0k
ENVESTNET ASSET MANAGEMENT INC Added +72,758+72.8k
Thomas J. Herzfeld Advisors, Inc. Added +59,238+59.2k
OSAIC HOLDINGS, INC. Added +31,574+31.6k
WELLS FARGO & COMPANY/MN Added +30,926+30.9k
Calamos Advisors LLC New +30,515+30.5k
WOLVERINE ASSET MANAGEMENT LLC Added +26,490+26.5k
Closed-End Fund Advisors, Inc. Added +21,302+21.3k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -175,883-175.9k
MORGAN STANLEY Reduced -156,215-156.2k
1607 Capital Partners, LLC Reduced -97,208-97.2k
Pathstone Holdings, LLC Reduced -68,223-68.2k
ABSOLUTE INVESTMENT ADVISERS, LLC Sold out -38,549-38.5k
SIT INVESTMENT ASSOCIATES INC Reduced -32,853-32.9k
Advisors Asset Management, Inc. Sold out -27,311-27.3k
Quarry LP Sold out -24,899-24.9k
Soltis Investment Advisors LLC Sold out -18,107-18.1k
Logan Stone Capital, LLC Reduced -16,628-16.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution filed 2025-04-16 14.5% 1.8m≈ $20.1m 2025-04-16
Saba Capital Management, L.P. 13D · may seek influence new · filed 2026-10-21
Stated purposeThe Reporting Persons acquired the Common Shares to which this Schedule 13D relates in the ordinary course of business for investment purposes because they believe that the Common Shares are undervalued and represent an attractive investment opportunity. The Reporting Persons may engage in discussions with management, the Board of Trustees (the "Board"), other shareholders of the Issuer and other relevant parties, including representatives of any of the foregoing, concerning the Reporting Persons' investment in the Common Shares and the Issuer, including, without limitation, matters concerning the Issuer's business, operations, board appointments, governance, performance, management, capitalization, trading of the Common Shares at a discount to the Issuer's net asset value and strategic pl… Full filing
 5.9% new 745.6k≈ $8.1m 2026-10-21
SIT INVESTMENT ASSOCIATES INC 13G · institution +0.7 pts · filed 2026-10-02 5.5% +0.7 pts 693.9k≈ $7.5m 2026-10-02

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 638,687638.7k $6.9m $6.9m 0.02% Reduced -68.2k -68,223
2 SIT INVESTMENT ASSOCIATES INC 0.13% of their portfolio Minneapolis, MN 607,252607.3k $6.6m $6.6m 0.13% Reduced -32.9k -32,853
3 Logan Stone Capital, LLC 0.77% of their portfolio CHICAGO, IL 335,386335.4k $3.6m $3.6m 0.77% Reduced -16.6k -16,628
4 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 326,265326.3k $3.5m $3.5m 0.02% Reduced -175.9k -175,883
5 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.20% of their portfolio Englewood, NJ 285,430285.4k $3.1m $3.1m 0.20% Added +145.0k +144,960
6 WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio CHICAGO, IL 274,462274.5k $3.0m $3.0m 0.04% Added +26.5k +26,490
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 270,291270.3k $2.9m $2.9m 0.00% Reduced -9.8k -9,764
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 234,781234.8k $2.6m $2.6m 0.00% Reduced -156.2k -156,215
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 234,260234.3k $2.5m $2.5m 0.00% Added +19.0k +19,008
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 229,541229.5k $2.5m $2.5m 0.00% Added +72.8k +72,758
11 ADAPT WEALTH ADVISORS, LLC 0.70% of their portfolio ATLANTA, GA 196,950196.9k $2.1m $2.1m 0.70% Added +5.8k +5,787
12 Atlas Wealth LLC 0.30% of their portfolio CINCINNATI, OH 196,187196.2k $2.1m $2.1m 0.30% New
13 Bulldog Investors, LLP 0.44% of their portfolio SADDLE BROOK, NJ 185,505185.5k $2.0m $2.0m 0.44% New
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 180,395180.4k $2.0m $2.0m 0.00% Added +30.9k +30,926
15 Thomas J. Herzfeld Advisors, Inc. 0.59% of their portfolio MIAMI BEACH, FL 177,105177.1k $1.9m $1.9m 0.59% Added +59.2k +59,238
16 Matisse Capital 0.74% of their portfolio PORTLAND, OR 170,000170.0k $1.8m $1.8m 0.74% Unchanged
17 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 149,996150.0k $1.6m $1.6m 0.00% Unchanged
18 Saba Capital Management, L.P. 0.05% of their portfolio NEW YORK, NY 149,494149.5k $1.6m $1.6m 0.05% Added +5.6k +5,612
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 99,52899.5k $1.1m $1.1m 0.00% Reduced -1.1k -1,130
20 1607 Capital Partners, LLC 0.09% of their portfolio Richmond, VA 98,81598.8k $1.1m $1.1m 0.09% Reduced -97.2k -97,208
21 Closed-End Fund Advisors, Inc. 1.03% of their portfolio RICHMOND, VA 96,94196.9k $1.1m $1.1m 1.03% Added +21.3k +21,302
22 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 60,80060.8k $661.5k $661.5k 0.03% Unchanged
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,58044.6k $485.0k $485.0k 0.00% Added +4.2k +4,243
24 SeaCrest Wealth Management, LLC 0.05% of their portfolio PURCHASE, NY 42,95043.0k $467.3k $467.3k 0.05% Reduced -16.3k -16,298
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 39,49039.5k $429.7k $429.7k 0.00% Added +31.6k +31,574
26 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 33,62433.6k $365.8k $365.8k 0.00% Reduced -183 -183
27 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 30,51530.5k $332.0k $332.0k 0.00% New
28 Almitas Capital LLC 0.07% of their portfolio SANTA MONICA, CA 25,08525.1k $272.9k $272.9k 0.07% Unchanged
29 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 24,07824.1k $262.0k $262.0k 0.00% Added +8.2k +8,206
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,91721.9k $238.5k $238.5k 0.00% Added +308 +308
31 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 18,78718.8k $204.8k $204.8k 0.01% Reduced -232 -232
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 17,01017.0k $185.1k $185.1k 0.00% New
33 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,75116.8k $182.2k $182.2k 0.00% Reduced -16.0k -15,987
34 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 16,30016.3k $177.3k $177.3k 0.00% Reduced -500 -500
35 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 15,96616.0k $173.8k $173.8k 0.00% Reduced -8.3k -8,347
36 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 15,50715.5k $168.7k $168.7k 0.01% Added +2.0k +2,008
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 15,41515.4k $167.7k $167.7k 0.00% Unchanged
38 Hennion & Walsh Asset Management, Inc. 0.00% of their portfolio Parsippany, NJ 14,65814.7k $159.5k $159.5k 0.00% Added +119 +119
39 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,79113.8k $150.0k $150.0k 0.00% Reduced -9.8k -9,791
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,03013.0k $142.0k $142.0k 0.00% Reduced -3.8k -3,834
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,73012.7k $138.5k $138.5k 0.00% Added +960 +960
42 Ausdal Financial Partners, Inc. 0.00% of their portfolio Davenport, IA 11,20011.2k $121.9k $121.9k 0.00% Reduced -4 -4
43 Noble Wealth Management PBC 0.02% of their portfolio GREENWOOD VILLAGE, CO 4,9505.0k $53.9k $53.9k 0.02% Reduced -1.2k -1,200
44 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,7711.8k $19.3k $19.3k 0.00% Unchanged
45 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 600600 $6.5k $6.5k 0.00% Unchanged
46 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 537537 $5.8k $5.8k 0.00% New
47 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 352352 $3.8k $3.8k 0.00% New
48 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 350350 $3.8k $3.8k 0.00% Unchanged
49 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 218218 $2.4k $2.4k 0.00% New