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BlackRock Debt Strategies Fund

97 hedge funds and large institutions have $131M invested in BlackRock Debt Strategies Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $123M → $131M (+$7.46M)

0.79% more ownership

Funds ownership: 28.74%29.54% (+0.79%)

4% less funds holding

Funds holding: 10197 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
97
Holders Change
-4
Holders Change %
-3.96%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
36
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
Trek Financial
Arizona
$198K
WS
52
Wedbush Securities
California
$189K -$6.55K -679 -3%
SWA
53
SFMG Wealth Advisors
Texas
$178K
FFP
54
FourThought Financial Partners
Florida
$172K -$19.4K -2,015 -10%
Citigroup
55
Citigroup
New York
$165K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$159K -$21.4K -2,215 -12%
RJT
57
Raymond James Trust
Florida
$146K
KAS
58
Kestra Advisory Services
Texas
$131K -$1.6K -166 -1%
FWM
59
Focused Wealth Management
New York
$127K +$24.1K +2,503 +23%
MSAM
60
Moloney Securities Asset Management
Missouri
$117K +$119K +12,315 New
AF
61
Allworth Financial
California
$112K
LCM
62
Landscape Capital Management
New Jersey
$110K -$108K -11,163 -49%
SWM
63
SeaCrest Wealth Management
New York
$108K -$12.8K -1,331 -11%
DWM
64
Darwin Wealth Management
Florida
$104K
LW
65
Linscomb Wealth
Texas
$102K +$3.12K +324 +3%
CFG
66
CKW Financial Group
Hawaii
$91K
GWSG
67
GPS Wealth Strategies Group
Colorado
$81.3K +$82.4K +8,547 New
JP Morgan Chase
68
JP Morgan Chase
New York
$77K +$78.5K +8,140 New
ASN
69
Advisory Services Network
Georgia
$67.9K +$53.4K +5,538 +346%
EC
70
Elequin Capital
New York
$46.7K -$15.4K -1,594 -25%
SPIA
71
Steward Partners Investment Advisory
New York
$39.3K +$347 +36 +0.9%
Lazard Asset Management
72
Lazard Asset Management
New York
$34K
SWM
73
Spire Wealth Management
Virginia
$28.7K +$8.79K +912 +43%
UB
74
UMB Bank
Missouri
$25.4K
OLVIG
75
Oliver Lagore Vanvalin Investment Group
Michigan
$19K +$19.3K +2,000 New

DSU Hedge Fund Activity: Q1 2023 in Review

97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2023, worth a combined $131M — up 6.1% from $123M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DSU and 10 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 36 added.

The largest buyer was Allspring Global Investments, adding an estimated $3.43M. The largest seller was Guggenheim Capital, cutting an estimated $2.55M.

  • 97 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2023, down from 101 in Q4 2022.
  • Funds reported $131M of BlackRock Debt Strategies Fund stock for Q1 2023, up 6.1% quarter-over-quarter.
  • 10 funds opened new BlackRock Debt Strategies Fund positions in Q1 2023 and 13 closed out, a net change of -3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2023 was Allspring Global Investments, an estimated $3.43M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2023 was Guggenheim Capital, an estimated $2.55M sold.

Based on aggregated 13F filings for Q1 2023.