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BlackRock Debt Strategies Fund
DSU

83 hedge funds and large institutions have $118M invested in BlackRock Debt Strategies Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 81 → 83 (+2)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10.91% less ownership

Funds ownership: 33.89% → 22.97% (-11%)

31% less capital invested

Capital invested by funds: $170M → $118M (-$52M)

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
27
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$759K
2
IW
Imprint Wealth
South Carolina
+$341K
3
GA
GraniteShares Advisors
New York
+$218K
4
ECA
Elevated Capital Advisors
Utah
+$182K
5
LPL Financial
LPL Financial
California
+$159K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$51.7M
2
Invesco
Invesco
Georgia
-$2.02M
3
WCMNY
Westchester Capital Management (New York)
New York
-$1.73M
4
GC
Guggenheim Capital
Illinois
-$686K
5
CPC
Congress Park Capital
New York
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$493K +$26.6K +2,414 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$473K -$323K -29,307 -41%
SFS
28
Sowell Financial Services
Arkansas
$452K – – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$446K -$4.73K -430 -1%
Stifel Financial
30
Stifel Financial
Missouri
$354K -$67.9K -6,164 -16%
IW
31
Imprint Wealth
South Carolina
$342K +$341K +30,934 New
KPWG
32
KFA Private Wealth Group
Virginia
$339K -$5.02K -456 -1%
AAS
33
Avantax Advisory Services
Texas
$330K +$60.5K +5,497 +23%
AFG
34
Atomi Financial Group
New York
$307K +$31.2K +2,833 +11%
KAS
35
Kestra Advisory Services
Texas
$294K +$1.3K +118 +0.4%
CPC
36
Congress Park Capital
New York
$282K -$561K -51,000 -67%
HF
37
HRT Financial
New York
$278K +$73.3K +6,658 +36%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$272K – – –
WS
39
Wedbush Securities
California
$270K – – –
TF
40
Trek Financial
Arizona
$230K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$228K – – –
RJA
42
Raymond James & Associates
Florida
$228K -$8.85K -804 -4%
ASN
43
Advisory Services Network
Georgia
$199K +$66.1K +6,000 +50%
Citigroup
44
Citigroup
New York
$189K -$2.13K -193 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$168K +$9.85K +895 +6%
Comerica Bank
46
Comerica Bank
Texas
$160K -$19.5K -1,769 -11%
FWM
47
Focused Wealth Management
New York
$147K +$2.76K +251 +2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$146K +$145K +13,169 New
Citadel Advisors
49
Citadel Advisors
Florida
$142K +$141K +12,842 New
RJT
50
Raymond James Trust
Florida
$140K – – –
1
2
3 4

DSU Hedge Fund Activity: Q1 2024 in Review

83 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2024, worth a combined $118M — down 31% from $170M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DSU positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $759K. The largest seller was Morgan Stanley, cutting an estimated $51.7M.

  • 83 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2024, up from 81 in Q4 2023.
  • Funds reported $118M of BlackRock Debt Strategies Fund stock for Q1 2024, down 31% quarter-over-quarter.
  • 8 funds opened new BlackRock Debt Strategies Fund positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2024 was Wells Fargo, an estimated $759K added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2024 was Morgan Stanley, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.