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BlackRock Debt Strategies Fund
DSU

90 hedge funds and large institutions have $152M invested in BlackRock Debt Strategies Fund in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

8% more funds holding

Funds holding: 83 → 90 (+7)

7% more capital invested

Capital invested by funds: $142M → $152M (+$10.5M)

0.64% more ownership

Funds ownership: 30.51% → 31.15% (+0.64%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
25
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$4.71M
2
SCM
Saba Capital Management
New York
+$1.57M
3
SFS
Shaker Financial Services
Virginia
+$1.36M
4
MPCG
Matrix Private Capital Group
New York
+$886K
5
Morgan Stanley
Morgan Stanley
New York
+$850K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.8M
2
PPA
Parametric Portfolio Associates
Washington
-$2.1M
3
SIA
Sit Investment Associates
Minnesota
-$1.7M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.36M
5
AAM
Advisors Asset Management
Colorado
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$209K – – –
RJFSA
52
Raymond James Financial Services Advisors
Florida
$199K -$17.2K -1,712 -8%
PMFA
53
Plante Moran Financial Advisors
Michigan
$196K – – –
FIA
54
Foundations Investment Advisors
Arizona
$186K +$68.1K +6,777 +61%
SWM
55
SeaCrest Wealth Management
New York
$184K -$17.2K -1,708 -9%
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$181K +$5.03K +500 +3%
CL
57
CSS LLC
Illinois
$178K – – –
IAIM
58
International Assets Investment Management
Florida
$162K – – –
FWM
59
Focused Wealth Management
New York
$146K -$422 -42 -0.3%
EH
60
Equitable Holdings
New York
$126K -$5.06K -503 -4%
AF
61
Allworth Financial
California
$124K – – –
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$119K +$7.06K +702 +7%
AM
63
Ares Management
California
$112K – – –
TJHA
64
Thomas J. Herzfeld Advisors
Florida
$82K -$1.36M -134,916 -95%
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$67K +$64.3K +6,395 New
SPIA
66
Steward Partners Investment Advisory
New York
$37K – – –
FIA
67
FNY Investment Advisers
New York
$36K +$35.2K +3,500 New
RIA
68
RPG Investment Advisory
California
$23K – – –
NFSG
69
Newbridge Financial Services Group
Florida
$22K +$332 +33 +2%
RA
70
Reby Advisors
Connecticut
$17K +$15.9K +1,585 New
CFG
71
CKW Financial Group
Hawaii
$14K – – –
OIM
72
Oder Investment Management
California
$14K +$13.7K +1,368 New
APA
73
American Portfolios Advisors
New York
$10.4K – – –
ASN
74
Advisory Services Network
Georgia
$10K – – –
SWM
75
Sugarloaf Wealth Management
Georgia
$10K – – –
1 2
3
4

DSU Hedge Fund Activity: Q4 2020 in Review

90 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2020, worth a combined $152M — up 7.4% from $142M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSU positions and 9 closed out — a net gain of 7 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $4.71M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.8M.

  • 90 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2020, up from 83 in Q3 2020.
  • Funds reported $152M of BlackRock Debt Strategies Fund stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 16 funds opened new BlackRock Debt Strategies Fund positions in Q4 2020 and 9 closed out, a net change of +7 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2020 was Bramshill Investments, an estimated $4.71M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q4 2020.