We are live on ! Find out more
DSU icon

BlackRock Debt Strategies Fund

84 hedge funds and large institutions have $146M invested in BlackRock Debt Strategies Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

0.38% more ownership

Funds ownership: 34.39%34.77% (+0.38%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

3% less funds holding

Funds holding: 8784 (-3)

24% less capital invested

Capital invested by funds: $193M → $146M (-$47.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
29
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
76
Reilly Financial Advisors
California
$2K
US Bancorp
77
US Bancorp
Minnesota
$2K +$2.21K +212 New
RCA
78
Ranch Capital Advisors
Florida
$1K -$1.47K -141 -50%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1K
PA
80
Parallel Advisors
California
$1K +$31 +3 +2%
SFS
81
Sowell Financial Services
Arkansas
$1K +$187 +18 +12%
WLPWM
82
Walled Lake Planning & Wealth Management
Illinois
$1K +$1.13K +109 New
AWM
83
Argent Wealth Management
Massachusetts
-$2.03M -181,639 Closed
QGA
84
Q Global Advisors
Texas
-$1.25M -111,656 Closed
BRWA
85
B. Riley Wealth Advisors
Florida
-$288K -25,701 Closed
AWM
86
AE Wealth Management
Kansas
-$171K -15,310 Closed
SS
87
Simplicity Solutions
Minnesota
-$163K -14,589 Closed
PFBT
88
Parkside Financial Bank & Trust
Missouri
-$144K -12,850 Closed
AC
89
Almitas Capital
California
-$137K -12,222 Closed
CSA
90
Cottage Street Advisors
Massachusetts
-$114K -10,138 Closed
FIA
91
FNY Investment Advisers
New York
-$26K -2,344 Closed
BCM
92
Bourgeon Capital Management
Connecticut
-$13K -1,119 Closed
CHA
93
Carmichael Hill & Associates
Maryland
-$6K -570 Closed
TRCT
94
Tower Research Capital (TRC)
New York
-$4K -400 Closed
VRM
95
Vectors Research Management
New York
-$4K -400 Closed
RIA
96
Realta Investment Advisors
Delaware
-$4K -325 Closed
PA
97
PSI Advisors
Florida
-$1K -151 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
+$10 +1 +100%

DSU Hedge Fund Activity: Q1 2020 in Review

84 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2020, worth a combined $146M — down 24% from $193M a quarter earlier.

Fund positioning in DSU was balanced in Q1 2020: 15 funds opened new positions, 15 closed out, 29 added to existing stakes and 22 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.3M. The largest seller was UBS Group, cutting an estimated $11.7M.

  • 84 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2020, down from 87 in Q4 2019.
  • Funds reported $146M of BlackRock Debt Strategies Fund stock for Q1 2020, down 24% quarter-over-quarter.
  • 15 funds opened new BlackRock Debt Strategies Fund positions in Q1 2020 and 15 closed out, a net change of 0 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2020 was Saba Capital Management, an estimated $5.3M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2020 was UBS Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2020.