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BlackRock Debt Strategies Fund
DSU

81 hedge funds and large institutions have $170M invested in BlackRock Debt Strategies Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $128M → $170M (+$42.4M)

7.27% more ownership

Funds ownership: 26.61% → 33.89% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 84 → 81 (-3)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$45.9M
2
LPL Financial
LPL Financial
California
+$885K
3
WCMNY
Westchester Capital Management (New York)
New York
+$529K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$396K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$395K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$5.41M
2
SFS
Shaker Financial Services
Virginia
-$2.54M
3
COLIM
City of London Investment Management
United Kingdom
-$914K
4
GC
Guggenheim Capital
Illinois
-$875K
5
KPWG
KFA Private Wealth Group
Virginia
-$619K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
51
Aristides Capital
Kentucky
$151K +$143K +13,950 New
FWM
52
Focused Wealth Management
New York
$141K +$967 +94 +0.7%
RJT
53
Raymond James Trust
Florida
$137K – – –
ASN
54
Advisory Services Network
Georgia
$129K -$148K -14,437 -55%
AF
55
Allworth Financial
California
$128K – – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$116K -$67K -6,516 -38%
CAN
57
Cetera Advisor Networks
California
$111K +$106K +10,289 New
CFG
58
CKW Financial Group
Hawaii
$103K – – –
CAM
59
Creekmur Asset Management
Illinois
$85.7K +$81.7K +7,946 New
GWSG
60
GPS Wealth Strategies Group
Colorado
$77.5K -$2.74K -266 -4%
SPIA
61
Steward Partners Investment Advisory
New York
$50.3K +$453 +44 +1%
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$32.4K – – –
UB
63
UMB Bank
Missouri
$28.8K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
ME
65
McIlrath & Eck
Washington
$14K – – –
SWM
66
Spire Wealth Management
Virginia
$13.6K -$18.1K -1,755 -58%
TC
67
Truvestments Capital
Florida
$13.4K +$12.8K +1,241 New
HI
68
Harbour Investments
Wisconsin
$11K +$10.5K +1,020 New
SWM
69
Sugarloaf Wealth Management
Georgia
$10.3K – – –
EWA
70
EverSource Wealth Advisors
Alabama
$8.48K – – –
FCA
71
FinTrust Capital Advisors
South Carolina
$8.04K – – –
AF
72
Advisornet Financial
Minnesota
$5.93K – – –
CIA
73
Cape Investment Advisory
Georgia
$5.39K – – –
WTA
74
Washington Trust Advisors
Massachusetts
$5.39K – – –
IA
75
IFP Advisors
Florida
$5.06K – – –
1 2
3
4

DSU Hedge Fund Activity: Q4 2023 in Review

81 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2023, worth a combined $170M — up 33% from $128M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DSU and 10 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $45.9M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $5.41M sold.

  • 81 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2023, down from 84 in Q3 2023.
  • Funds reported $170M of BlackRock Debt Strategies Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 10 funds opened new BlackRock Debt Strategies Fund positions in Q4 2023 and 12 closed out, a net change of -2 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2023 was Morgan Stanley, an estimated $45.9M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2023 was Allspring Global Investments, an estimated $5.41M sold.

Based on aggregated 13F filings for Q4 2023.