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BlackRock Debt Strategies Fund

75 hedge funds and large institutions have $111M invested in BlackRock Debt Strategies Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

1.01% less ownership

Funds ownership: 22.97%21.96% (-1%)

6% less capital invested

Capital invested by funds: $118M → $111M (-$7.21M)

10% less funds holding

Funds holding: 8375 (-8)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
24
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Focused Wealth Management
New York
$132K -$12.3K -1,131 -9%
AF
52
Allworth Financial
California
$129K
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$113K +$33.8K +3,116 +43%
SWM
54
SeaCrest Wealth Management
New York
$110K -$17.6K -1,625 -14%
CFG
55
CKW Financial Group
Hawaii
$83K -$20.2K -1,860 -20%
RFA
56
Register Financial Advisors
Georgia
$68.4K +$68.5K +6,312 New
GWSG
57
GPS Wealth Strategies Group
Colorado
$64.3K -$5.15K -475 -7%
CA
58
CoreCap Advisors
Michigan
$63.5K -$19K -1,750 -23%
SPIA
59
Steward Partners Investment Advisory
New York
$51.6K +$521 +48 +1%
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$43.4K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$23K +$976 +90 +4%
HI
62
Harbour Investments
Wisconsin
$10.5K -$597 -55 -5%
SWM
63
Sugarloaf Wealth Management
Georgia
$10.4K
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.69K +$9.71K +895 New
EWA
65
EverSource Wealth Advisors
Alabama
$8.65K
FCA
66
FinTrust Capital Advisors
South Carolina
$8.08K
AF
67
Advisornet Financial
Minnesota
$6.03K
WTA
68
Washington Trust Advisors
Massachusetts
$5.42K
IA
69
IFP Advisors
Florida
$5.08K
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.61K
CT
71
Caldwell Trust
Florida
$2.98K
GRP
72
Global Retirement Partners
California
$1.73K
TWP
73
Triad Wealth Partners
Kansas
$759 +$759 +70 New
LFG
74
Larson Financial Group
Missouri
$515 +$11 +1 +2%
CAM
75
Creekmur Asset Management
Illinois
$152 -$24.1K -2,218 -99%

DSU Hedge Fund Activity: Q2 2024 in Review

75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q2 2024, worth a combined $111M — down 6.1% from $118M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DSU and 6 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $675K. The largest seller was Morgan Stanley, cutting an estimated $2.75M.

  • 75 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q2 2024, down from 83 in Q1 2024.
  • Funds reported $111M of BlackRock Debt Strategies Fund stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 6 funds opened new BlackRock Debt Strategies Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q2 2024 was Modern Wealth Management, an estimated $675K added.
  • The largest BlackRock Debt Strategies Fund seller in Q2 2024 was Morgan Stanley, an estimated $2.75M sold.

Based on aggregated 13F filings for Q2 2024.