BlackRock Debt Strategies Fund
DSU
96 hedge funds and large institutions have $123M invested in BlackRock Debt Strategies Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
80% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 20
7% more funds holding
Funds holding: 90 → 96 (+6)
2.48% more ownership
Funds ownership: 26.32% → 28.81% (+2.5%)
4% less capital invested
Capital invested by funds: $128M → $123M (-$5.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$5.56M |
| 2 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$2.72M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.31M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.08M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$996K |
| 2 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$644K |
| 3 |
TLCM
Twin Lakes Capital Management
Redwood Shores,
California
|
-$603K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$599K |
| 5 |
DWT
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
-$551K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
101
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$45K | -4,291 | Closed |
|
|
GIA
102
GHP Investment Advisors
Denver,
Colorado
| – | -$35K | -3,324 | Closed |
|
|
AWMS
103
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$3K | -333 | Closed |
|
104
Creative Planning
Overland Park,
Kansas
| – | -$2K | -200 | Closed |
|
DSU Hedge Fund Activity: Q2 2022 in Review
96 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q2 2022, worth a combined $123M — down 4% from $128M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DSU positions and 9 closed out — a net gain of 8 holders — while 36 added to existing stakes and 20 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $5.56M. The largest seller was Morgan Stanley, cutting an estimated $996K.
- 96 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q2 2022, up from 90 in Q1 2022.
- Funds reported $123M of BlackRock Debt Strategies Fund stock for Q2 2022, down 4% quarter-over-quarter.
- 17 funds opened new BlackRock Debt Strategies Fund positions in Q2 2022 and 9 closed out, a net change of +8 holders.
- The largest BlackRock Debt Strategies Fund buyer in Q2 2022 was Bramshill Investments, an estimated $5.56M added.
- The largest BlackRock Debt Strategies Fund seller in Q2 2022 was Morgan Stanley, an estimated $996K sold.
Based on aggregated 13F filings for Q2 2022.