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BlackRock Debt Strategies Fund
DSU

89 hedge funds and large institutions have $184M invested in BlackRock Debt Strategies Fund in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

7% more funds holding

Funds holding: 83 → 89 (+6)

4% less capital invested

Capital invested by funds: $190M → $184M (-$6.74M)

1.45% less ownership

Funds ownership: 38.13% → 36.69% (-1.4%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
26
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$7.04M
2
SIA
Sit Investment Associates
Minnesota
+$2.61M
3
Invesco
Invesco
Georgia
+$818K
4
PPA
Parametric Portfolio Associates
Washington
+$771K
5
SFS
Shaker Financial Services
Virginia
+$769K

Top Sellers

Rank Fund Capital Flow
1
BPCM
Beach Point Capital Management
California
-$11.6M
2
LCM
Landscape Capital Management
New Jersey
-$2.36M
3
AUIM
Aegon USA Investment Management
Iowa
-$2.16M
4
RCM
Rivernorth Capital Management
Florida
-$1.36M
5
AC
Almitas Capital
California
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
51
Lindbrook Capital
California
$156K – – –
FWM
52
Focused Wealth Management
New York
$154K +$615 +57 +0.4%
PFBT
53
Parkside Financial Bank & Trust
Missouri
$138K – – –
AM
54
Ares Management
California
$135K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$134K +$3.44K +319 +3%
AF
56
Allworth Financial
California
$127K – – –
Creative Planning
57
Creative Planning
Kansas
$127K – – –
AG
58
Advisor Group
Arizona
$120K -$4.82K -447 -4%
CSA
59
Cottage Street Advisors
Massachusetts
$109K – – –
DA
60
Doliver Advisors
Texas
$107K +$109K +10,069 New
FIA
61
FNY Investment Advisers
New York
$90K +$90.7K +8,404 New
S
62
SignatureFD
Georgia
$54K +$54K +5,000 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$49K – – –
AWM
64
Avior Wealth Management
Nebraska
$48K +$48.6K +4,500 New
SPIA
65
Steward Partners Investment Advisory
New York
$37K +$10.8K +1,000 +40%
RIA
66
RPG Investment Advisory
California
$28K – – –
RCAG
67
Rehmann Capital Advisory Group
Michigan
$22.7K – – –
JPLA
68
Joseph P. Lucia & Associates
New York
$19K – – –
ASN
69
Advisory Services Network
Georgia
$17K – – –
CFG
70
CKW Financial Group
Hawaii
$17K – – –
APA
71
American Portfolios Advisors
New York
$13.7K – – –
RCM
72
Rivernorth Capital Management
Florida
$13.4K -$1.36M -125,838 -9%
NCM
73
Next Capital Management
New York
$12K – – –
BCM
74
Bourgeon Capital Management
Connecticut
$12K +$12.1K +1,119 New
PAM
75
Panagora Asset Management
Massachusetts
$12K +$12.4K +1,148 New
1 2
3
4

DSU Hedge Fund Activity: Q3 2019 in Review

89 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q3 2019, worth a combined $184M — down 3.5% from $190M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DSU positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $7.04M. The largest seller was Beach Point Capital Management, cutting an estimated $11.6M.

  • 89 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q3 2019, up from 83 in Q2 2019.
  • Funds reported $184M of BlackRock Debt Strategies Fund stock for Q3 2019, down 3.5% quarter-over-quarter.
  • 13 funds opened new BlackRock Debt Strategies Fund positions in Q3 2019 and 7 closed out, a net change of +6 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q3 2019 was Bramshill Investments, an estimated $7.04M added.
  • The largest BlackRock Debt Strategies Fund seller in Q3 2019 was Beach Point Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2019.