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BlackRock Debt Strategies Fund

81 hedge funds and large institutions have $170M invested in BlackRock Debt Strategies Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $128M → $170M (+$42.4M)

7.27% more ownership

Funds ownership: 26.61%33.89% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 8481 (-3)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
22
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$549K +$132K +12,849 +34%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$488K -$3.85K -374 -0.8%
JP Morgan Chase
28
JP Morgan Chase
New York
$475K +$89.3K +8,679 +25%
Osaic Holdings
29
Osaic Holdings
Arizona
$455K -$432K -41,998 -50%
SFS
30
Sowell Financial Services
Arkansas
$441K +$14.4K +1,400 +4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$440K -$65.9K -6,407 -14%
VEA
32
Virtus ETF Advisers
New York
$416K -$155K -15,024 -28%
Stifel Financial
33
Stifel Financial
Missouri
$411K -$17K -1,657 -4%
KPWG
34
KFA Private Wealth Group
Virginia
$336K -$619K -60,168 -66%
KAS
35
Kestra Advisory Services
Texas
$285K +$73.8K +7,179 +37%
AFG
36
Atomi Financial Group
New York
$269K +$257K +24,953 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$265K -$275K -26,736 -52%
WS
38
Wedbush Securities
California
$264K
AAS
39
Avantax Advisory Services
Texas
$263K +$251K +24,362 New
Corient Private Wealth
40
Corient Private Wealth
Florida
$249K -$31.8K -3,089 -12%
RJA
41
Raymond James & Associates
Florida
$231K +$28.5K +2,773 +15%
TF
42
Trek Financial
Arizona
$224K +$648 +63 +0.3%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$223K -$9.9K -963 -4%
HF
44
HRT Financial
New York
$199K +$56.3K +5,471 +42%
AWM
45
AE Wealth Management
Kansas
$198K +$188K +18,242 New
Citigroup
46
Citigroup
New York
$187K
Jane Street
47
Jane Street
New York
$178K +$170K +16,532 New
Comerica Bank
48
Comerica Bank
Texas
$176K
SWM
49
SeaCrest Wealth Management
New York
$159K +$17.9K +1,741 +13%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$154K -$18.7K -1,817 -11%

DSU Hedge Fund Activity: Q4 2023 in Review

81 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2023, worth a combined $170M — up 33% from $128M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DSU and 10 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $45.9M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $5.41M sold.

  • 81 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2023, down from 84 in Q3 2023.
  • Funds reported $170M of BlackRock Debt Strategies Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 10 funds opened new BlackRock Debt Strategies Fund positions in Q4 2023 and 12 closed out, a net change of -2 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2023 was Morgan Stanley, an estimated $45.9M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2023 was Allspring Global Investments, an estimated $5.41M sold.

Based on aggregated 13F filings for Q4 2023.