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BlackRock Debt Strategies Fund

97 hedge funds and large institutions have $131M invested in BlackRock Debt Strategies Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $123M → $131M (+$7.46M)

0.79% more ownership

Funds ownership: 28.74%29.54% (+0.79%)

4% less funds holding

Funds holding: 10197 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
97
Holders Change
-4
Holders Change %
-3.96%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
36
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$687K +$207K +21,496 +42%
CIA
27
Capital Investment Advisors
Georgia
$642K -$34.8K -3,610 -5%
RP
28
Riverbridge Partners
Minnesota
$606K +$12.8K +1,333 +2%
MWM
29
Melfa Wealth Management
Massachusetts
$521K -$53K -5,503 -9%
RJA
30
Raymond James & Associates
Florida
$471K +$105K +10,929 +28%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$439K +$12.5K +1,300 +3%
Stifel Financial
32
Stifel Financial
Missouri
$422K +$78.2K +8,110 +22%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$401K +$87.4K +9,068 +27%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$399K -$15.6K -1,616 -4%
NA
35
NewEdge Advisors
Louisiana
$391K +$8.68K +900 +2%
SFS
36
Sowell Financial Services
Arkansas
$376K -$964K -99,975 -72%
Walleye Capital
37
Walleye Capital
New York
$358K +$161K +16,654 +79%
Truist Financial
38
Truist Financial
North Carolina
$333K +$10 +1 +0%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$326K -$60.6K -6,283 -15%
VEA
40
Virtus ETF Advisers
New York
$322K +$4.52K +469 +1%
AUIM
41
Aegon USA Investment Management
Iowa
$315K
OFG
42
OTA Financial Group
New York
$315K +$320K +33,221 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$296K +$110K +11,380 +58%
Corient Private Wealth
44
Corient Private Wealth
Florida
$289K -$3.56K -369 -1%
RRA
45
Round Rock Advisors
Connecticut
$272K -$105K -10,913 -28%
LWM
46
Laidlaw Wealth Management
New York
$267K +$3.69K +383 +1%
DWT
47
Dorsey & Whitney Trust
South Dakota
$246K
WCMNY
48
Westchester Capital Management (New York)
New York
$239K
Goldman Sachs
49
Goldman Sachs
New York
$223K +$3.86K +400 +2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$216K +$12.2K +1,268 +6%

DSU Hedge Fund Activity: Q1 2023 in Review

97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2023, worth a combined $131M — up 6.1% from $123M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DSU and 10 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 36 added.

The largest buyer was Allspring Global Investments, adding an estimated $3.43M. The largest seller was Guggenheim Capital, cutting an estimated $2.55M.

  • 97 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2023, down from 101 in Q4 2022.
  • Funds reported $131M of BlackRock Debt Strategies Fund stock for Q1 2023, up 6.1% quarter-over-quarter.
  • 10 funds opened new BlackRock Debt Strategies Fund positions in Q1 2023 and 13 closed out, a net change of -3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2023 was Allspring Global Investments, an estimated $3.43M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2023 was Guggenheim Capital, an estimated $2.55M sold.

Based on aggregated 13F filings for Q1 2023.