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BlackRock Debt Strategies Fund
DSU

87 hedge funds and large institutions have $128M invested in BlackRock Debt Strategies Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

2% less capital invested

Capital invested by funds: $131M → $128M (-$2.52M)

1.57% less ownership

Funds ownership: 29.54% → 27.97% (-1.6%)

10% less funds holding

Funds holding: 97 → 87 (-10)

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
87
Holders Change
-10
Holders Change %
-10.31%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
30
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Strategic Wealth Partners
Ohio
+$1.08M
2
AAM
Advisors Asset Management
Colorado
+$702K
3
GC
Guggenheim Capital
Illinois
+$674K
4
AGM
Alpine Global Management
New York
+$441K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$427K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.05M
2
FIA
Foundations Investment Advisors
Arizona
-$1.98M
3
KPWG
KFA Private Wealth Group
Virginia
-$1.33M
4
ECA
Elevated Capital Advisors
Utah
-$1.05M
5
RCM
Rivernorth Capital Management
Florida
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Sugarloaf Wealth Management
Georgia
$9.35K – – –
EWA
77
EverSource Wealth Advisors
Alabama
$8.25K – – –
AF
78
Advisornet Financial
Minnesota
$5.38K – – –
AWM
79
Avior Wealth Management
Nebraska
$4.95K – – –
CIA
80
Cape Investment Advisory
Georgia
$4.89K – – –
WTA
81
Washington Trust Advisors
Massachusetts
$4.89K – – –
IA
82
IFP Advisors
Florida
$4.59K +$4.48K +469 New
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.26K – – –
CT
84
Caldwell Trust
Florida
$2.69K – – –
ANBT
85
American National Bank & Trust
Texas
$2.45K +$2.39K +250 New
GRP
86
Global Retirement Partners
California
$1.57K – – –
LFG
87
Larson Financial Group
Missouri
$441 – – –
BI
88
Bramshill Investments
Florida
$323 – – –
FIA
89
Foundations Investment Advisors
Arizona
– -$1.98M -208,132 Closed
RCM
90
Rivernorth Capital Management
Florida
– -$1.05M -110,561 Closed
OFG
91
OTA Financial Group
New York
– -$315K -33,221 Closed
LCM
92
Landscape Capital Management
New Jersey
– -$110K -11,569 Closed
DWM
93
Darwin Wealth Management
Florida
– -$104K -10,935 Closed
LW
94
Linscomb Wealth
Texas
– -$102K -10,688 Closed
AWM
95
Accel Wealth Management
Iowa
– -$9.51K -1,000 Closed
AAS
96
Ameritas Advisory Services
Nebraska
– -$2.86K -300 Closed
BWA
97
BDO Wealth Advisors
Florida
– -$2.56K -269 Closed
HI
98
Harbour Investments
Wisconsin
– -$2.31K -243 Closed
ACM
99
Antonetti Capital Management
Florida
– -$1.58K -166 Closed
CTC
100
Central Trust Company
Missouri
– -$171 -18 Closed
1 2 3
4
5

DSU Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q2 2023, worth a combined $128M — down 1.9% from $131M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DSU and 4 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $4.05M.

  • 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q2 2023, down from 97 in Q1 2023.
  • Funds reported $128M of BlackRock Debt Strategies Fund stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 4 funds opened new BlackRock Debt Strategies Fund positions in Q2 2023 and 14 closed out, a net change of -10 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q2 2023 was Strategic Wealth Partners, an estimated $1.08M added.
  • The largest BlackRock Debt Strategies Fund seller in Q2 2023 was Morgan Stanley, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2023.