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BlackRock Debt Strategies Fund

75 hedge funds and large institutions have $111M invested in BlackRock Debt Strategies Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

1.01% less ownership

Funds ownership: 22.97%21.96% (-1%)

6% less capital invested

Capital invested by funds: $118M → $111M (-$7.21M)

10% less funds holding

Funds holding: 8375 (-8)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
24
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$502K -$9.14K -843 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$455K +$291K +26,812 +177%
SFS
28
Sowell Financial Services
Arkansas
$443K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$441K -$22.6K -2,082 -5%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$432K -$5.72K -527 -1%
Osaic Holdings
31
Osaic Holdings
Arizona
$427K -$55.5K -5,115 -11%
AFG
32
Atomi Financial Group
New York
$363K +$62.1K +5,729 +21%
AAS
33
Avantax Advisory Services
Texas
$338K +$14.5K +1,337 +4%
Stifel Financial
34
Stifel Financial
Missouri
$335K -$11.5K -1,057 -3%
Cohen & Steers
35
Cohen & Steers
New York
$332K -$325K -30,000 -49%
KAS
36
Kestra Advisory Services
Texas
$307K +$19.4K +1,791 +7%
SFS
37
Shaker Financial Services
Virginia
$300K +$300K +27,654 New
WS
38
Wedbush Securities
California
$265K
KPWG
39
KFA Private Wealth Group
Virginia
$244K -$88.1K -8,123 -26%
TF
40
Trek Financial
Arizona
$225K
RJA
41
Raymond James & Associates
Florida
$225K +$1.54K +142 +0.7%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$224K
ASN
43
Advisory Services Network
Georgia
$222K +$27.1K +2,500 +14%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$216K -$50.2K -4,631 -19%
Citigroup
45
Citigroup
New York
$186K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$170K +$43.7K +4,024 +35%
Comerica Bank
47
Comerica Bank
Texas
$157K
SWP
48
Stratos Wealth Partners
Ohio
$156K +$29.4K +2,712 +23%
JHCP
49
Jackson Hole Capital Partners
Oklahoma
$145K +$35.6K +3,280 +32%
RJT
50
Raymond James Trust
Florida
$137K

DSU Hedge Fund Activity: Q2 2024 in Review

75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q2 2024, worth a combined $111M — down 6.1% from $118M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DSU and 6 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $675K. The largest seller was Morgan Stanley, cutting an estimated $2.75M.

  • 75 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q2 2024, down from 83 in Q1 2024.
  • Funds reported $111M of BlackRock Debt Strategies Fund stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 6 funds opened new BlackRock Debt Strategies Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q2 2024 was Modern Wealth Management, an estimated $675K added.
  • The largest BlackRock Debt Strategies Fund seller in Q2 2024 was Morgan Stanley, an estimated $2.75M sold.

Based on aggregated 13F filings for Q2 2024.