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BlackRock Debt Strategies Fund

84 hedge funds and large institutions have $146M invested in BlackRock Debt Strategies Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

0.38% more ownership

Funds ownership: 34.39%34.77% (+0.38%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

3% less funds holding

Funds holding: 8784 (-3)

24% less capital invested

Capital invested by funds: $193M → $146M (-$47.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
29
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$130K -$142K -13,617 -47%
JP Morgan Chase
52
JP Morgan Chase
New York
$124K -$29K -2,786 -16%
FWM
53
Focused Wealth Management
New York
$121K +$416 +40 +0.3%
CA
54
Claro Advisors
Massachusetts
$107K +$132K +12,653 New
AM
55
Ares Management
California
$106K
EH
56
Equitable Holdings
New York
$101K +$124K +11,900 New
AF
57
Allworth Financial
California
$100K
Creative Planning
58
Creative Planning
Kansas
$95K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$89K -$38.3K -3,680 -26%
SPIA
60
Steward Partners Investment Advisory
New York
$29K
RIA
61
RPG Investment Advisory
California
$19K -$4.68K -450 -17%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$16K -$19.4K -1,864 -49%
CFG
63
CKW Financial Group
Hawaii
$13K
APA
64
American Portfolios Advisors
New York
$10.8K
ASN
65
Advisory Services Network
Georgia
$8K -$6.25K -601 -37%
SWM
66
Sugarloaf Wealth Management
Georgia
$8K
AIC
67
Ameritas Investment Company
Nebraska
$8K +$9.66K +928 New
TPWA
68
TRUE Private Wealth Advisors
Oregon
$7K
PAM
69
Panagora Asset Management
Massachusetts
$7K +$4.24K +407 +86%
JCM
70
Jacobi Capital Management
Pennsylvania
$6K
HI
71
Human Investing
Oregon
$5K +$94 +9 +2%
GWM
72
Geneos Wealth Management
Colorado
$4K
GSWM
73
Golden State Wealth Management
California
$4K +$5.2K +500 New
MRCM
74
M&R Capital Management
New Jersey
$3K
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.81K

DSU Hedge Fund Activity: Q1 2020 in Review

84 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2020, worth a combined $146M — down 24% from $193M a quarter earlier.

Fund positioning in DSU was balanced in Q1 2020: 15 funds opened new positions, 15 closed out, 29 added to existing stakes and 22 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.3M. The largest seller was UBS Group, cutting an estimated $11.7M.

  • 84 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2020, down from 87 in Q4 2019.
  • Funds reported $146M of BlackRock Debt Strategies Fund stock for Q1 2020, down 24% quarter-over-quarter.
  • 15 funds opened new BlackRock Debt Strategies Fund positions in Q1 2020 and 15 closed out, a net change of 0 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2020 was Saba Capital Management, an estimated $5.3M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2020 was UBS Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2020.