We are live on ! Find out more
DSU icon

BlackRock Debt Strategies Fund
DSU

87 hedge funds and large institutions have $140M invested in BlackRock Debt Strategies Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 86 → 87 (+1)

3% more capital invested

Capital invested by funds: $136M → $140M (+$3.86M)

0.36% more ownership

Funds ownership: 25.23% → 25.59% (+0.36%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
27
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.7M
2
GC
Guggenheim Capital
Illinois
+$2.25M
3
BI
Bramshill Investments
Florida
+$771K
4
Jane Street
Jane Street
New York
+$714K
5
TLCM
Twin Lakes Capital Management
California
+$665K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.46M
2
PAS
Park Avenue Securities
New York
-$1.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.02M
4
SFS
Shaker Financial Services
Virginia
-$960K
5
SC
Stolper & Co
Oklahoma
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
26
Twin Lakes Capital Management
California
$666K +$665K +56,946 New
SSCA
27
South Shore Capital Advisors
Massachusetts
$623K +$22.7K +1,942 +4%
DWT
28
Dorsey & Whitney Trust
South Dakota
$619K – – –
SFS
29
Shaker Financial Services
Virginia
$539K -$960K -82,298 -64%
RRA
30
Round Rock Advisors
Connecticut
$521K +$519K +44,500 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$502K +$2.4K +206 +0.5%
FF
32
FourThought Financial
Florida
$485K -$666K -57,103 -58%
VEA
33
Virtus ETF Advisers
New York
$459K -$66.4K -5,688 -13%
NA
34
NewEdge Advisors
Louisiana
$404K +$403K +34,537 New
RIG
35
Roosevelt Investment Group
New York
$381K -$11.6K -995 -3%
Citigroup
36
Citigroup
New York
$359K -$54.9K -4,703 -13%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$333K +$42.4K +3,637 +15%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$318K +$11K +945 +4%
RJA
39
Raymond James & Associates
Florida
$299K +$27.6K +2,365 +10%
FIA
40
Foundations Investment Advisors
Arizona
$287K +$69.9K +5,989 +32%
KAS
41
Kestra Advisory Services
Texas
$251K -$444K -38,033 -64%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$250K +$152 +13 +0.1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$245K -$2.26K -194 -0.9%
Lazard Asset Management
44
Lazard Asset Management
New York
$234K – – –
SWA
45
SFMG Wealth Advisors
Texas
$234K +$15.6K +1,333 +7%
FM
46
Family Management
New York
$227K -$507K -43,463 -69%
GM
47
GeoWealth Management
Illinois
$214K +$55.6K +4,763 +35%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$202K – – –
WS
49
Wedbush Securities
California
$182K – – –
HF
50
HRT Financial
New York
$180K -$517K -44,258 -74%
1
2
3 4 5

DSU Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2021, worth a combined $140M — up 2.8% from $136M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSU positions and 14 closed out — a net gain of 3 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Invesco, cutting an estimated $2.46M.

  • 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $140M of BlackRock Debt Strategies Fund stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 17 funds opened new BlackRock Debt Strategies Fund positions in Q4 2021 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2021 was Morgan Stanley, an estimated $10.7M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2021 was Invesco, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.