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BlackRock Debt Strategies Fund
DSU

87 hedge funds and large institutions have $140M invested in BlackRock Debt Strategies Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 86 → 87 (+1)

3% more capital invested

Capital invested by funds: $136M → $140M (+$3.86M)

0.36% more ownership

Funds ownership: 25.23% → 25.59% (+0.36%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
27
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.7M
2
GC
Guggenheim Capital
Illinois
+$2.25M
3
BI
Bramshill Investments
Florida
+$771K
4
Jane Street
Jane Street
New York
+$714K
5
TLCM
Twin Lakes Capital Management
California
+$665K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.46M
2
PAS
Park Avenue Securities
New York
-$1.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.02M
4
SFS
Shaker Financial Services
Virginia
-$960K
5
SC
Stolper & Co
Oklahoma
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$6K – – –
BWL
77
Bogart Wealth LLC
Virginia
$6K +$128 +11 +2%
WTA
78
Washington Trust Advisors
Massachusetts
$6K +$5.83K +500 New
GI
79
Gradient Investments
Minnesota
$6K +$6.24K +535 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.9K – – –
CT
81
Caldwell Trust
Florida
$3.22K – – –
HI
82
Harbour Investments
Wisconsin
$3K -$76.6K -6,566 -96%
AF
83
Advisornet Financial
Minnesota
$3K – – –
ACM
84
Antonetti Capital Management
Florida
$2K – – –
RFA
85
Reilly Financial Advisors
California
$2K – – –
LFG
86
Larson Financial Group
Missouri
$1K +$525 +45 New
FFG
87
Ford Financial Group
California
$3 +$3.19K +273 New
PAS
88
Park Avenue Securities
New York
– -$1.09M -94,481 Closed
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
– -$1.02M -88,501 Closed
SC
90
Stolper & Co
Oklahoma
– -$781K -67,718 Closed
SIA
91
Sit Investment Associates
Minnesota
– -$693K -60,021 Closed
Millennium Management
92
Millennium Management
New York
– -$534K -46,248 Closed
ICMP
93
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$186K -16,161 Closed
IAIM
94
International Assets Investment Management
Florida
– -$146K -12,667 Closed
FIA
95
FNY Investment Advisers
New York
– -$57K -5,000 Closed
RIA
96
RPG Investment Advisory
California
– -$25K -2,200 Closed
JCM
97
Jacobi Capital Management
Pennsylvania
– -$8K -666 Closed
S
98
SignatureFD
Georgia
– -$7K -623 Closed
WT
99
Washington Trust
Rhode Island
– -$6K -500 Closed
GRP
100
Global Retirement Partners
California
– -$2K -160 Closed
1 2 3
4
5

DSU Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2021, worth a combined $140M — up 2.8% from $136M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSU positions and 14 closed out — a net gain of 3 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Invesco, cutting an estimated $2.46M.

  • 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $140M of BlackRock Debt Strategies Fund stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 17 funds opened new BlackRock Debt Strategies Fund positions in Q4 2021 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2021 was Morgan Stanley, an estimated $10.7M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2021 was Invesco, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.