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BlackRock Debt Strategies Fund
DSU

85 hedge funds and large institutions have $165M invested in BlackRock Debt Strategies Fund in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 6

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

103% more capital invested

Capital invested by funds: $81.4M → $165M (+$83.7M)

67% more funds holding

Funds holding: 51 → 85 (+34)

1.17% more ownership

Funds ownership: 6.23% → 7.4% (+1.2%)

Holders
85
Holders Change
+34
Holders Change %
+66.67%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
40
Increased
30
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$28.4M
2
AAM
Advisors Asset Management
Colorado
+$18.1M
3
RCM
Rivernorth Capital Management
Florida
+$12.6M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
LW
Linscomb Wealth
Texas
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
SONJCPFB
State of New Jersey Common Pension Fund B
New Jersey
-$3.26M
2
TFMS
Trust & Fiduciary Management Services
Massachusetts
-$2.36M
3
DA
Doliver Advisors
Texas
-$286K
4
DWT
Dorsey & Whitney Trust
South Dakota
-$275K
5
FAAS
First Allied Advisory Services
California
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
76
Optimum Investment Advisors
Illinois
$6K – – –
PSUF
77
People's United Financial
Connecticut
$5K +$5.48K +455 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$4K – – –
BFEC
79
Benjamin F. Edwards & Company
Missouri
$4K +$4.01K +333 New
WA
80
WFG Advisors
Texas
$3K +$2.61K +217 New
BCI
81
Brinker Capital Investments
Pennsylvania
$2K +$1.79K +149 New
NES
82
New England Securities
New York
$2K +$1.95K +162 New
GGPS
83
Gary Goldberg Planning Services
New York
$1K +$783 +65 New
OFG
84
OTA Financial Group
New York
$233 +$235K +19,531 New
SONJCPFB
85
State of New Jersey Common Pension Fund B
New Jersey
– -$3.26M -270,514 Closed
DWT
86
Dorsey & Whitney Trust
South Dakota
– -$275K -22,800 Closed
FAAS
87
First Allied Advisory Services
California
– -$271K -22,621 Closed
ICOA
88
Investment Centers of America
North Dakota
– -$44K -3,650 Closed
HCM
89
Highlander Capital Management
New Jersey
– -$16.1K -1,333 Closed
TCOV
90
Trust Company of Vermont
Vermont
– -$8K -667 Closed
TCM
91
TD Capital Management
Tennessee
– +$133 +11 New
1 2 3
4

DSU Hedge Fund Activity: Q4 2013 in Review

85 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2013, worth a combined $165M — up 103% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DSU positions and 6 closed out — a net gain of 34 holders — while 30 added to existing stakes and 6 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $28.4M. The largest seller was State of New Jersey Common Pension Fund B, exiting entirely with an estimated $3.26M sold.

  • 85 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2013, up from 51 in Q3 2013.
  • Funds reported $165M of BlackRock Debt Strategies Fund stock for Q4 2013, up 103% quarter-over-quarter.
  • 40 funds opened new BlackRock Debt Strategies Fund positions in Q4 2013 and 6 closed out, a net change of +34 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2013 was Saba Capital Management, an estimated $28.4M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2013 was State of New Jersey Common Pension Fund B, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2013.