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BlackRock Debt Strategies Fund

92 hedge funds and large institutions have $250M invested in BlackRock Debt Strategies Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

3% more capital invested

Capital invested by funds: $242M → $250M (+$7.33M)

0.8% more ownership

Funds ownership: 11.47%12.26% (+0.8%)

5% less funds holding

Funds holding: 9792 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
92
Holders Change
-5
Holders Change %
-5.15%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
7
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$59.8M +$11.7M +1,047,123 +23%
Morgan Stanley
2
Morgan Stanley
New York
$51.6M +$750K +66,839 +1%
AAM
3
Advisors Asset Management
Colorado
$21.6M +$2.02M +180,056 +10%
RCM
4
Rivernorth Capital Management
Florida
$20M +$17.6K +1,567 +0.1%
Bessemer Group
5
Bessemer Group
New Jersey
$14.8M -$569K -50,680 -4%
Invesco
6
Invesco
Georgia
$11.7M +$670K +59,745 +6%
NCM
7
Newgate Capital Management
Connecticut
$9.45M +$479K +42,673 +5%
BI
8
BlueSpruce Investments
Illinois
$7M +$757K +67,448 +12%
PPA
9
Parametric Portfolio Associates
Washington
$6.93M +$2.45M +218,337 +52%
COLIM
10
City of London Investment Management
United Kingdom
$5M +$187K +16,666 +4%
AUIM
11
Aegon USA Investment Management
Iowa
$4.49M
SIA
12
Sit Investment Associates
Minnesota
$4.2M
Citigroup
13
Citigroup
New York
$4.04M +$595 +53 +0%
Wells Fargo
14
Wells Fargo
California
$2.62M +$79.2K +7,057 +3%
YMRC
15
Yorktown Management & Research Company
Virginia
$2.29M +$168K +15,000 +8%
CIA
16
Capital Investment Advisors
Georgia
$1.99M -$115K -10,284 -5%
LCM
17
Landscape Capital Management
New Jersey
$1.53M +$732K +65,253 +86%
UBS Group
18
UBS Group
Switzerland
$1.5M -$438 -39 -0%
LW
19
Linscomb Wealth
Texas
$1.47M -$156K -13,910 -9%
FFA
20
First Foundation Advisors
California
$1.35M +$16.7K +1,492 +1%
TAM
21
Trust Asset Management
Texas
$1.26M +$21.4K +1,907 +2%
Bank of America
22
Bank of America
North Carolina
$1.17M +$172K +15,358 +17%
RJA
23
Raymond James & Associates
Florida
$942K -$311K -27,764 -24%
LPL Financial
24
LPL Financial
California
$913K +$11.9K +1,057 +1%
CA
25
Cornerstone Advisors
North Carolina
$892K

DSU Hedge Fund Activity: Q2 2015 in Review

92 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q2 2015, worth a combined $250M — up 3% from $242M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DSU and 7 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 30 added.

The largest buyer was Saba Capital Management, adding an estimated $11.7M. The largest seller was Horizon Kinetics, cutting an estimated $1.14M.

  • 92 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q2 2015, down from 97 in Q1 2015.
  • Funds reported $250M of BlackRock Debt Strategies Fund stock for Q2 2015, up 3% quarter-over-quarter.
  • 7 funds opened new BlackRock Debt Strategies Fund positions in Q2 2015 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q2 2015 was Saba Capital Management, an estimated $11.7M added.
  • The largest BlackRock Debt Strategies Fund seller in Q2 2015 was Horizon Kinetics, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2015.