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BlackRock Debt Strategies Fund
DSU

101 hedge funds and large institutions have $123M invested in BlackRock Debt Strategies Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

2% more funds holding

Funds holding: 99 → 101 (+2)

1% more capital invested

Capital invested by funds: $122M → $123M (+$1.57M)

0.51% less ownership

Funds ownership: 29.26% → 28.74% (-0.51%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
28
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.4M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.42M
3
FIA
Foundations Investment Advisors
Arizona
+$494K
4
AAM
Advisors Asset Management
Colorado
+$407K
5
AA
AQR Arbitrage
Connecticut
+$286K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$5.32M
2
GC
Guggenheim Capital
Illinois
-$1.69M
3
COLIM
City of London Investment Management
United Kingdom
-$1.12M
4
KPWG
KFA Private Wealth Group
Virginia
-$836K
5
Osaic Holdings
Osaic Holdings
Arizona
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$33K – – –
ME
77
McIlrath & Eck
Washington
$26.8K +$27.1K +2,913 New
UB
78
UMB Bank
Missouri
$25K – – –
SWM
79
Spire Wealth Management
Virginia
$19K +$74 +8 +0.4%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
ASN
81
Advisory Services Network
Georgia
$14.7K +$14.9K +1,599 New
OWA
82
One Wealth Advisors
California
$10.5K +$10.6K +1,144 New
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$10K +$10.1K +1,088 New
AWM
84
Accel Wealth Management
Iowa
$9.2K – – –
SWM
85
Sugarloaf Wealth Management
Georgia
$8.79K – – –
EWA
86
EverSource Wealth Advisors
Alabama
$7.76K +$7.32K +786 +1,379%
CA
87
CoreCap Advisors
Michigan
$6.07K +$6.14K +660 New
AF
88
Advisornet Financial
Minnesota
$5.06K – – –
AWM
89
Avior Wealth Management
Nebraska
$4.66K – – –
BBPWM
90
Blue Bell Private Wealth Management
Pennsylvania
$4.6K – – –
WTA
91
Washington Trust Advisors
Massachusetts
$4.6K – – –
C
92
Covestor
United Kingdom
$4K – – –
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.06K – – –
CT
94
Caldwell Trust
Florida
$2.53K – – –
HI
95
Harbour Investments
Wisconsin
$2.24K – – –
ACM
96
Antonetti Capital Management
Florida
$1.53K – – –
CS
97
Credit Suisse
Switzerland
$1.53K – – –
GRP
98
Global Retirement Partners
California
$1.47K – – –
LFG
99
Larson Financial Group
Missouri
$414 – – –
BI
100
Bramshill Investments
Florida
$304 -$5.32M -571,948 -100%
1 2 3
4
5

DSU Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2022, worth a combined $123M — up 1.3% from $122M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DSU positions and 10 closed out — a net gain of 6 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.4M. The largest seller was Bramshill Investments, cutting an estimated $5.32M.

  • 101 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2022, up from 99 in Q3 2022.
  • Funds reported $123M of BlackRock Debt Strategies Fund stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 16 funds opened new BlackRock Debt Strategies Fund positions in Q4 2022 and 10 closed out, a net change of +6 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.4M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2022 was Bramshill Investments, an estimated $5.32M sold.

Based on aggregated 13F filings for Q4 2022.