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BlackRock Debt Strategies Fund
DSU

87 hedge funds and large institutions have $193M invested in BlackRock Debt Strategies Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $184M → $193M (+$8.88M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 89 → 87 (-2)

2.3% less ownership

Funds ownership: 36.69% → 34.39% (-2.3%)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
24
Reduced
27
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$18.1M
2
PCM
Penserra Capital Management
California
+$5.27M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.42M
4
Invesco
Invesco
Georgia
+$1.4M
5
SCM
Saba Capital Management
New York
+$761K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$14.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$10.8M
3
VIA
Vident Investment Advisory
Georgia
-$6.4M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.43M
5
Morgan Stanley
Morgan Stanley
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
AUIM
26
Aegon USA Investment Management
Iowa
$805K -$317K -29,212 -29%
AWA
27
Arete Wealth Advisors
Illinois
$781K -$445 -41 -0.1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$689K -$174K -15,987 -21%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$675K -$24.3K -2,243 -4%
RJA
30
Raymond James & Associates
Florida
$657K -$218K -20,101 -26%
PAS
31
Park Avenue Securities
New York
$567K +$97.7K +9,002 +22%
Ameriprise
32
Ameriprise
Minnesota
$490K +$60.8K +5,600 +15%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$441K +$427K +39,344 New
DWT
34
Dorsey & Whitney Trust
South Dakota
$424K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$415K +$81K +7,465 +25%
RIG
36
Roosevelt Investment Group
New York
$414K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$396K +$32.4K +2,982 +9%
Citigroup
38
Citigroup
New York
$364K -$831K -76,587 -70%
LCM
39
Landscape Capital Management
New Jersey
$325K -$14.2M -1,309,420 -98%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$323K -$4.53K -417 -1%
BRWA
41
B. Riley Wealth Advisors
Florida
$288K -$57.3K -5,277 -17%
CL
42
CSS LLC
Illinois
$277K +$1.67K +154 +0.6%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$269K -$7.62K -702 -3%
SWM
44
SeaCrest Wealth Management
New York
$205K -$7.29K -672 -4%
JP Morgan Chase
45
JP Morgan Chase
New York
$196K -$10.8M -997,843 -98%
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$188K – – –
AWM
47
AE Wealth Management
Kansas
$171K +$166K +15,310 New
CCIM
48
Chapwood Capital Investment Management
Texas
$169K +$164K +15,095 New
SS
49
Simplicity Solutions
Minnesota
$163K +$158K +14,589 New
LC
50
Lindbrook Capital
California
$162K – – –
1
2
3 4 5

DSU Hedge Fund Activity: Q4 2019 in Review

87 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2019, worth a combined $193M — up 4.8% from $184M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DSU and 14 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 24 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $18.1M. The largest seller was Landscape Capital Management, cutting an estimated $14.2M.

  • 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2019, down from 89 in Q3 2019.
  • Funds reported $193M of BlackRock Debt Strategies Fund stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 14 funds opened new BlackRock Debt Strategies Fund positions in Q4 2019 and 15 closed out, a net change of -1 holder.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2019 was Rivernorth Capital Management, an estimated $18.1M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2019 was Landscape Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2019.