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BlackRock Debt Strategies Fund
DSU

82 hedge funds and large institutions have $290M invested in BlackRock Debt Strategies Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

6% more funds holding

Funds holding: 77 → 82 (+5)

1.42% more ownership

Funds ownership: 41.12% → 42.55% (+1.4%)

1% more capital invested

Capital invested by funds: $286M → $290M (+$4.01M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
24
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$8.75M
2
UBS Group
UBS Group
Switzerland
+$2.48M
3
OHA
Oak Hill Advisors
New York
+$2.05M
4
RVPG
Relative Value Partners Group
+$2.04M
5
MCP
Moab Capital Partners
New York
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.62M
2
RCM
Rivernorth Capital Management
Florida
-$4.86M
3
SCM
Saba Capital Management
New York
-$3.74M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$826K
5
Citigroup
Citigroup
New York
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$901K +$145K +12,467 +19%
DA
27
Doliver Advisors
Texas
$805K -$769K -66,372 -49%
CCP
28
Clough Capital Partners
Massachusetts
$786K +$784K +67,600 New
LW
29
Linscomb Wealth
Texas
$762K +$869 +75 +0.1%
ACP
30
Aviance Capital Partners
Florida
$529K +$62.4K +5,383 +13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$501K -$101K -8,746 -17%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$371K -$55.8K -4,809 -13%
BI
33
Bulldog Investors
New Jersey
$367K – – –
PAS
34
Park Avenue Securities
New York
$326K +$60.9K +5,250 +23%
FWM
35
Focused Wealth Management
New York
$323K -$414K -35,743 -56%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$298K +$8K +690 +3%
CSA
37
Cottage Street Advisors
Massachusetts
$292K +$24.5K +2,113 +9%
LPL Financial
38
LPL Financial
California
$279K +$130K +11,249 +88%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$257K -$24.4K -2,106 -9%
SWM
40
SeaCrest Wealth Management
New York
$252K – – –
CL
41
CSS LLC
Illinois
$218K +$218K +18,777 New
Creative Planning
42
Creative Planning
Kansas
$196K -$10.8K -930 -5%
FPF
43
FNY Partners Fund
New York
$185K +$185K +16,000 New
OC
44
Oppenheimer & Co
New York
$166K – – –
Goldman Sachs
45
Goldman Sachs
New York
$161K +$161K +13,881 New
Ameriprise
46
Ameriprise
Minnesota
$160K +$8.03K +693 +5%
PFBT
47
Parkside Financial Bank & Trust
Missouri
$149K +$149K +12,850 New
EWM
48
Edge Wealth Management
New York
$139K -$103K -8,878 -43%
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$130K +$111K +9,590 +628%
GC
50
Guggenheim Capital
Illinois
$127K +$126K +10,892 New
1
2
3 4

DSU Hedge Fund Activity: Q1 2018 in Review

82 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2018, worth a combined $290M — up 1.4% from $286M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DSU positions and 9 closed out — a net gain of 5 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $8.75M. The largest seller was Morgan Stanley, cutting an estimated $5.62M.

  • 82 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2018, up from 77 in Q4 2017.
  • Funds reported $290M of BlackRock Debt Strategies Fund stock for Q1 2018, up 1.4% quarter-over-quarter.
  • 14 funds opened new BlackRock Debt Strategies Fund positions in Q1 2018 and 9 closed out, a net change of +5 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2018 was Sit Investment Associates, an estimated $8.75M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2018 was Morgan Stanley, an estimated $5.62M sold.

Based on aggregated 13F filings for Q1 2018.