We are live on ! Find out more
DSU icon

BlackRock Debt Strategies Fund

84 hedge funds and large institutions have $128M invested in BlackRock Debt Strategies Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

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

1.35% less ownership

Funds ownership: 27.97%26.61% (-1.4%)

3% less funds holding

Funds holding: 8784 (-3)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$621K -$52.4K -5,206 -8%
Lazard Asset Management
27
Lazard Asset Management
New York
$599K
VEA
28
Virtus ETF Advisers
New York
$550K +$246K +24,416 +84%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$527K -$20.1K -2,000 -4%
MWM
30
Melfa Wealth Management
Massachusetts
$524K -$49.2K -4,884 -9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$492K +$142K +14,102 +42%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$485K -$3.16K -314 -0.7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$469K -$8.1K -804 -2%
Truist Financial
34
Truist Financial
North Carolina
$443K +$10 +1 +0%
Stifel Financial
35
Stifel Financial
Missouri
$409K +$675 +67 +0.2%
SFS
36
Sowell Financial Services
Arkansas
$406K
MSAM
37
Moloney Securities Asset Management
Missouri
$391K +$69.8K +6,927 +22%
JP Morgan Chase
38
JP Morgan Chase
New York
$363K +$313K +31,048 +716%
NA
39
NewEdge Advisors
Louisiana
$363K -$62.9K -6,246 -15%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$345K -$46K -4,571 -12%
AUIM
41
Aegon USA Investment Management
Iowa
$288K -$51.8K -5,144 -16%
ASN
42
Advisory Services Network
Georgia
$272K +$164K +16,254 +160%
Corient Private Wealth
43
Corient Private Wealth
Florida
$269K -$26.1K -2,589 -9%
DWT
44
Dorsey & Whitney Trust
South Dakota
$265K
WS
45
Wedbush Securities
California
$251K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$222K +$1.27K +126 +0.6%
TF
47
Trek Financial
Arizona
$212K -$1.43K -142 -0.7%
KAS
48
Kestra Advisory Services
Texas
$198K +$14.2K +1,410 +8%
SWA
49
SFMG Wealth Advisors
Texas
$192K
RJA
50
Raymond James & Associates
Florida
$191K -$335K -33,209 -64%

DSU Hedge Fund Activity: Q3 2023 in Review

84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q3 2023, worth a combined $128M — down 0.1% from $128M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DSU and 5 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 24 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.06M. The largest seller was City of London Investment Management, cutting an estimated $1.95M.

  • 84 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q3 2023, down from 87 in Q2 2023.
  • Funds reported $128M of BlackRock Debt Strategies Fund stock for Q3 2023, down 0.1% quarter-over-quarter.
  • 5 funds opened new BlackRock Debt Strategies Fund positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q3 2023 was Advisors Asset Management, an estimated $1.06M added.
  • The largest BlackRock Debt Strategies Fund seller in Q3 2023 was City of London Investment Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2023.