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BlackRock Debt Strategies Fund

74 hedge funds and large institutions have $284M invested in BlackRock Debt Strategies Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 7374 (+1)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

3% more capital invested

Capital invested by funds: $276M → $284M (+$7.84M)

0.48% more ownership

Funds ownership: 39.07%39.55% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
21
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wela Strategies
Georgia
$885K +$884K +76,860 New
OTC
27
Opera Trading Capital
France
$839K -$1M -86,928 -54%
FWM
28
Focused Wealth Management
New York
$772K +$86.7K +7,534 +13%
AMH
29
Apollo Management Holdings
New York
$758K
LW
30
Linscomb Wealth
Texas
$747K -$29K -2,516 -4%
ZA
31
Zazove Associates
Nevada
$584K
ACP
32
Aviance Capital Partners
Florida
$499K +$128K +11,096 +34%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$473K -$26.3K -2,282 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$452K -$54K -4,689 -11%
RCM
35
Robinson Capital Management
Michigan
$426K +$425K +36,957 New
PWPCM
36
Perella Weinberg Partners Capital Management
New York
$395K +$395K +34,320 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$374K +$13.9K +1,208 +4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$351K +$87.8K +7,633 +33%
AWA
39
Arete Wealth Advisors
Illinois
$333K +$47.9K +4,164 +17%
Cohen & Steers
40
Cohen & Steers
New York
$320K +$320K +27,766 New
M&T Bank
41
M&T Bank
New York
$253K +$403 +35 +0.2%
EWM
42
Edge Wealth Management
New York
$237K -$273K -23,716 -54%
Creative Planning
43
Creative Planning
Kansas
$217K -$16.5K -1,433 -7%
CRC
44
Curi RMB Capital
Illinois
$169K +$168K +14,642 New
Bessemer Group
45
Bessemer Group
New Jersey
$166K -$1.82M -157,995 -92%
OC
46
Oppenheimer & Co
New York
$164K
FCCM
47
First City Capital Management
Georgia
$155K
Neuberger Berman Group
48
Neuberger Berman Group
New York
$134K -$2.76K -240 -2%
Ameriprise
49
Ameriprise
Minnesota
$123K +$123K +10,677 New
AM
50
Ares Management
California
$115K +$115K +10,000 New

DSU Hedge Fund Activity: Q1 2017 in Review

74 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2017, worth a combined $284M — up 2.8% from $276M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSU positions and 10 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $5.38M. The largest seller was Landscape Capital Management, cutting an estimated $2.67M.

  • 74 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2017, up from 73 in Q4 2016.
  • Funds reported $284M of BlackRock Debt Strategies Fund stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 12 funds opened new BlackRock Debt Strategies Fund positions in Q1 2017 and 10 closed out, a net change of +2 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2017 was Kovitz Investment Group Partners, an estimated $5.38M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2017 was Landscape Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2017.