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BlackRock Debt Strategies Fund
DSU

87 hedge funds and large institutions have $128M invested in BlackRock Debt Strategies Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

2% less capital invested

Capital invested by funds: $131M → $128M (-$2.52M)

1.57% less ownership

Funds ownership: 29.54% → 27.97% (-1.6%)

10% less funds holding

Funds holding: 97 → 87 (-10)

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
87
Holders Change
-10
Holders Change %
-10.31%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
30
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Strategic Wealth Partners
Ohio
+$1.08M
2
AAM
Advisors Asset Management
Colorado
+$702K
3
GC
Guggenheim Capital
Illinois
+$674K
4
AGM
Alpine Global Management
New York
+$441K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$427K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.05M
2
FIA
Foundations Investment Advisors
Arizona
-$1.98M
3
KPWG
KFA Private Wealth Group
Virginia
-$1.33M
4
ECA
Elevated Capital Advisors
Utah
-$1.05M
5
RCM
Rivernorth Capital Management
Florida
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$630K -$74.5K -7,797 -11%
RP
27
Riverbridge Partners
Minnesota
$578K -$44.2K -4,620 -7%
MWM
28
Melfa Wealth Management
Massachusetts
$547K +$11K +1,148 +2%
Walleye Capital
29
Walleye Capital
New York
$527K +$155K +16,180 +43%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$522K +$212K +22,190 +71%
RJA
31
Raymond James & Associates
Florida
$508K +$22.4K +2,339 +5%
Lazard Asset Management
32
Lazard Asset Management
New York
$502K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$465K +$53.2K +5,564 +13%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$455K +$2.66K +278 +0.6%
AGM
35
Alpine Global Management
New York
$451K +$441K +46,096 New
Truist Financial
36
Truist Financial
North Carolina
$425K +$80.1K +8,386 +24%
NA
37
NewEdge Advisors
Louisiana
$407K +$7.64K +800 +2%
Stifel Financial
38
Stifel Financial
Missouri
$389K -$44.5K -4,657 -10%
SFS
39
Sowell Financial Services
Arkansas
$387K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$374K -$37.8K -3,960 -9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$330K +$640 +67 +0.2%
AUIM
42
Aegon USA Investment Management
Iowa
$324K – – –
MSAM
43
Moloney Securities Asset Management
Missouri
$304K +$180K +18,784 +153%
VEA
44
Virtus ETF Advisers
New York
$285K -$45.4K -4,754 -14%
LWM
45
Laidlaw Wealth Management
New York
$282K +$7.14K +747 +3%
Corient Private Wealth
46
Corient Private Wealth
Florida
$281K -$15.4K -1,607 -5%
RRA
47
Round Rock Advisors
Connecticut
$280K – – –
DWT
48
Dorsey & Whitney Trust
South Dakota
$253K – – –
WCMNY
49
Westchester Capital Management (New York)
New York
$246K – – –
WS
50
Wedbush Securities
California
$239K +$43.6K +4,566 +23%
1
2
3 4 5

DSU Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q2 2023, worth a combined $128M — down 1.9% from $131M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DSU and 4 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $4.05M.

  • 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q2 2023, down from 97 in Q1 2023.
  • Funds reported $128M of BlackRock Debt Strategies Fund stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 4 funds opened new BlackRock Debt Strategies Fund positions in Q2 2023 and 14 closed out, a net change of -10 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q2 2023 was Strategic Wealth Partners, an estimated $1.08M added.
  • The largest BlackRock Debt Strategies Fund seller in Q2 2023 was Morgan Stanley, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2023.