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BlackRock Debt Strategies Fund

87 hedge funds and large institutions have $145M invested in BlackRock Debt Strategies Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 8687 (+1)

3% less capital invested

Capital invested by funds: $149M → $145M (-$3.74M)

1.7% less ownership

Funds ownership: 28.88%27.18% (-1.7%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
35
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$755K -$91.4K -8,180 -11%
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$754K +$736K +65,886 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$744K +$75.3K +6,735 +12%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$726K -$212K -19,004 -23%
SC
30
Stolper & Co
Oklahoma
$716K +$3.98K +356 +0.6%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$680K +$53.7K +4,809 +9%
DWT
32
Dorsey & Whitney Trust
South Dakota
$606K
SSCA
33
South Shore Capital Advisors
Massachusetts
$588K -$22.4K -2,000 -4%
VEA
34
Virtus ETF Advisers
New York
$535K +$149K +13,290 +40%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$503K +$19.4K +1,740 +4%
KAS
36
Kestra Advisory Services
Texas
$486K +$961 +86 +0.2%
Citigroup
37
Citigroup
New York
$463K -$33.6K -3,009 -7%
RIG
38
Roosevelt Investment Group
New York
$388K -$5.41K -484 -1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$308K +$25.4K +2,277 +9%
FWM
40
Foresight Wealth Management
Utah
$294K +$287K +25,709 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$282K -$21.8K -1,955 -7%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$264K -$50.1K -4,485 -16%
RJA
43
Raymond James & Associates
Florida
$255K +$20.3K +1,812 +9%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$253K +$279 +25 +0.1%
Lazard Asset Management
45
Lazard Asset Management
New York
$229K
FIA
46
Foundations Investment Advisors
Arizona
$221K +$8.46K +757 +4%
SWA
47
SFMG Wealth Advisors
Texas
$214K -$98.8K -8,840 -32%
TF
48
Trek Financial
Arizona
$206K -$13.7K -1,230 -6%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$198K
IAIM
50
International Assets Investment Management
Florida
$178K -$173K -15,480 -50%

DSU Hedge Fund Activity: Q2 2021 in Review

87 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q2 2021, worth a combined $145M — down 2.5% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DSU positions and 8 closed out — a net gain of 2 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $2.44M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.59M sold.

  • 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $145M of BlackRock Debt Strategies Fund stock for Q2 2021, down 2.5% quarter-over-quarter.
  • 10 funds opened new BlackRock Debt Strategies Fund positions in Q2 2021 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q2 2021 was Penserra Capital Management, an estimated $2.44M added.
  • The largest BlackRock Debt Strategies Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $5.59M sold.

Based on aggregated 13F filings for Q2 2021.