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BlackRock Debt Strategies Fund
DSU

90 hedge funds and large institutions have $152M invested in BlackRock Debt Strategies Fund in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

8% more funds holding

Funds holding: 83 → 90 (+7)

7% more capital invested

Capital invested by funds: $142M → $152M (+$10.5M)

0.64% more ownership

Funds ownership: 30.51% → 31.15% (+0.64%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
25
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$4.71M
2
SCM
Saba Capital Management
New York
+$1.57M
3
SFS
Shaker Financial Services
Virginia
+$1.36M
4
MPCG
Matrix Private Capital Group
New York
+$886K
5
Morgan Stanley
Morgan Stanley
New York
+$850K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.8M
2
PPA
Parametric Portfolio Associates
Washington
-$2.1M
3
SIA
Sit Investment Associates
Minnesota
-$1.7M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.36M
5
AAM
Advisors Asset Management
Colorado
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Accel Wealth Management
Iowa
$10K +$10.1K +1,000 New
TPWA
77
TRUE Private Wealth Advisors
Oregon
$9K – – –
JCM
78
Jacobi Capital Management
Pennsylvania
$7K – – –
HI
79
Human Investing
Oregon
$6K +$90 +9 +1%
GWM
80
Geneos Wealth Management
Colorado
$6K +$4.75K +473 +84%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48K – – –
CT
82
Caldwell Trust
Florida
$2.87K – – –
AF
83
Advisornet Financial
Minnesota
$2K – – –
RFA
84
Reilly Financial Advisors
California
$2K – – –
GRP
85
Global Retirement Partners
California
$2K +$1.61K +160 New
PAM
86
Panagora Asset Management
Massachusetts
$1K -$6.27K -624 -82%
WLPWM
87
Walled Lake Planning & Wealth Management
Illinois
$1K -$563 -56 -49%
SFS
88
Sowell Financial Services
Arkansas
$1K -$111 -11 -9%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Walleye Capital
90
Walleye Capital
New York
$155 +$149K +14,813 New
AA
91
AQR Arbitrage
Connecticut
– -$127K -12,770 Closed
Jane Street
92
Jane Street
New York
– -$106K -10,678 Closed
TC
93
TownSquare Capital
Utah
– -$108K -10,645 Closed
FDCC
94
Foster Dykema Cabot & Co
Massachusetts
– -$104K -10,482 Closed
RWA
95
Ropes Wealth Advisors
Massachusetts
– -$11K -1,088 Closed
BCM
96
Bourgeon Capital Management
Connecticut
– -$10K -957 Closed
Barclays
97
Barclays
United Kingdom
– -$11K -952 Closed
CBT
98
Central Bank & Trust
Kentucky
– -$8K -816 Closed
MRCM
99
M&R Capital Management
New Jersey
– -$2K -217 Closed
1 2 3
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DSU Hedge Fund Activity: Q4 2020 in Review

90 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2020, worth a combined $152M — up 7.4% from $142M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSU positions and 9 closed out — a net gain of 7 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $4.71M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.8M.

  • 90 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2020, up from 83 in Q3 2020.
  • Funds reported $152M of BlackRock Debt Strategies Fund stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 16 funds opened new BlackRock Debt Strategies Fund positions in Q4 2020 and 9 closed out, a net change of +7 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2020 was Bramshill Investments, an estimated $4.71M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q4 2020.