BlackRock Debt Strategies Fund
DSU
87 hedge funds and large institutions have $128M invested in BlackRock Debt Strategies Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 14 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
2% less capital invested
Capital invested by funds: $131M → $128M (-$2.52M)
1.57% less ownership
Funds ownership: 29.54% → 27.97% (-1.6%)
10% less funds holding
Funds holding: 97 → 87 (-10)
71% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$1.08M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$702K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$674K |
| 4 |
AGM
Alpine Global Management
New York
|
+$441K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.05M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$1.98M |
| 3 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
-$1.33M |
| 4 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
-$1.05M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.05M |
DSU Hedge Fund Activity: Q2 2023 in Review
87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q2 2023, worth a combined $128M — down 1.9% from $131M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of DSU and 4 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 30 added.
The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $4.05M.
- 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q2 2023, down from 97 in Q1 2023.
- Funds reported $128M of BlackRock Debt Strategies Fund stock for Q2 2023, down 1.9% quarter-over-quarter.
- 4 funds opened new BlackRock Debt Strategies Fund positions in Q2 2023 and 14 closed out, a net change of -10 holders.
- The largest BlackRock Debt Strategies Fund buyer in Q2 2023 was Strategic Wealth Partners, an estimated $1.08M added.
- The largest BlackRock Debt Strategies Fund seller in Q2 2023 was Morgan Stanley, an estimated $4.05M sold.
Based on aggregated 13F filings for Q2 2023.