BlackRock Debt Strategies Fund
DSU
74 hedge funds and large institutions have $284M invested in BlackRock Debt Strategies Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 73 → 74 (+1)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
3% more capital invested
Capital invested by funds: $276M → $284M (+$7.84M)
0.48% more ownership
Funds ownership: 39.07% → 39.55% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$5.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.73M |
| 4 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$1.34M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$950K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.67M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$2.56M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.82M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.52M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AllianceBernstein
Nashville,
Tennessee
| – | -$449K | -39,599 | Closed |
|
|
GEM
77
Global Endowment Management
Charlotte,
North Carolina
| – | -$265K | -23,333 | Closed |
|
78
HighTower Advisors
Chicago,
Illinois
| – | -$189K | -16,682 | Closed |
|
|
PAG
79
Private Advisor Group
Morristown,
New Jersey
| – | -$119K | -10,462 | Closed |
|
|
BAM
80
Bruderman Asset Management
Locust Valley,
New York
| – | -$11K | -991 | Closed |
|
|
BC
81
Blueport Capital
Fort Worth,
Texas
| – | -$8K | -689 | Closed |
|
|
SIC
82
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$7K | -650 | Closed |
|
DSU Hedge Fund Activity: Q1 2017 in Review
74 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2017, worth a combined $284M — up 2.8% from $276M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DSU positions and 10 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $5.38M. The largest seller was Landscape Capital Management, cutting an estimated $2.67M.
- 74 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2017, up from 73 in Q4 2016.
- Funds reported $284M of BlackRock Debt Strategies Fund stock for Q1 2017, up 2.8% quarter-over-quarter.
- 12 funds opened new BlackRock Debt Strategies Fund positions in Q1 2017 and 10 closed out, a net change of +2 holders.
- The largest BlackRock Debt Strategies Fund buyer in Q1 2017 was Kovitz Investment Group Partners, an estimated $5.38M added.
- The largest BlackRock Debt Strategies Fund seller in Q1 2017 was Landscape Capital Management, an estimated $2.67M sold.
Based on aggregated 13F filings for Q1 2017.