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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.4M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.42M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$494K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$407K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$5.32M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.69M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.12M |
| 4 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
-$836K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$559K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
101
Central Trust Company
Jefferson City,
Missouri
| $161 | -$20.7K | -2,221 | -99% |
|
|
TLCM
102
Twin Lakes Capital Management
Redwood Shores,
California
| – | -$537K | -60,155 | Closed |
|
|
QC
103
Quantedge Capital
Singapore
| – | -$301K | -33,700 | Closed |
|
|
GM
104
GeoWealth Management
Chicago,
Illinois
| – | -$210K | -23,558 | Closed |
|
|
SBIA
105
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| – | -$159K | -17,784 | Closed |
|
|
WAM
106
Wolverine Asset Management
Chicago,
Illinois
| – | -$77K | -8,732 | Closed |
|
|
GWSG
107
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$76K | -8,547 | Closed |
|
108
Rockefeller Capital Management
New York
| – | -$62K | -6,995 | Closed |
|
|
GWM
109
Geneos Wealth Management
Englewood,
Colorado
| – | -$46K | -5,234 | Closed |
|
|
BWL
110
Bogart Wealth LLC
Mclean,
Virginia
| – | -$4.98K | -535 | Closed |
|
|
GI
111
Gradient Investments
Arden Hills,
Minnesota
| – | -$3K | -324 | Closed |
|
|
TRCT
112
Tower Research Capital (TRC)
New York
| – | +$84 | +9 | New |
|
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.