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BlackRock Debt Strategies Fund

94 hedge funds and large institutions have $281M invested in BlackRock Debt Strategies Fund in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $269M → $281M (+$12.6M)

0.24% more ownership

Funds ownership: 14.22%14.46% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 10494 (-10)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
94
Holders Change
-10
Holders Change %
-9.62%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
23
Reduced
29
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$81.4M +$21.7M +2,185,324 +39%
Morgan Stanley
2
Morgan Stanley
New York
$41.8M -$1.45M -146,067 -4%
RCM
3
Rivernorth Capital Management
Florida
$20.8M
AAM
4
Advisors Asset Management
Colorado
$14M -$3.39M -341,492 -20%
JP Morgan Chase
5
JP Morgan Chase
New York
$13.3M +$151K +15,154 +1%
OHA
6
Oak Hill Advisors
New York
$12.5M -$122K -12,259 -1%
Invesco
7
Invesco
Georgia
$10.5M -$1.12M -112,524 -10%
Bessemer Group
8
Bessemer Group
New Jersey
$10.5M -$3.29M -331,333 -25%
PPA
9
Parametric Portfolio Associates
Washington
$8.2M +$122K +12,283 +2%
NCM
10
Newgate Capital Management
Connecticut
$8M -$2.87M -288,461 -27%
COLIM
11
City of London Investment Management
United Kingdom
$6.55M +$1.33M +134,121 +27%
Citigroup
12
Citigroup
New York
$5.66M -$79.1K -7,959 -1%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$5.05M +$4.82M +484,920 New
LPL Financial
14
LPL Financial
California
$4.48M +$2.43M +244,436 +129%
YMRC
15
Yorktown Management & Research Company
Virginia
$3.47M +$861K +86,666 +35%
AUIM
16
Aegon USA Investment Management
Iowa
$3.23M -$907K -91,284 -23%
CS
17
Credit Suisse
Switzerland
$3.18M +$2.45M +246,281 +419%
RJA
18
Raymond James & Associates
Florida
$3.15M +$512K +51,573 +21%
LCM
19
Landscape Capital Management
New Jersey
$2.76M -$914K -91,971 -26%
Wells Fargo
20
Wells Fargo
California
$2.37M -$188K -18,934 -8%
SIA
21
Sit Investment Associates
Minnesota
$2M +$261K +26,300 +16%
CIA
22
Capital Investment Advisors
Georgia
$1.75M -$40.4K -4,065 -2%
Bank of America
23
Bank of America
North Carolina
$1.42M +$177K +17,865 +15%
SG Americas Securities
24
SG Americas Securities
New York
$1.1M +$8.39K +845 +0.8%
UBS Group
25
UBS Group
Switzerland
$960K -$606K -60,972 -40%

DSU Hedge Fund Activity: Q1 2016 in Review

94 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2016, worth a combined $281M — up 4.7% from $269M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DSU and 11 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was Saba Capital Management, adding an estimated $21.7M. The largest seller was BlueSpruce Investments, exiting entirely with an estimated $8.04M sold.

  • 94 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2016, down from 104 in Q4 2015.
  • Funds reported $281M of BlackRock Debt Strategies Fund stock for Q1 2016, up 4.7% quarter-over-quarter.
  • 11 funds opened new BlackRock Debt Strategies Fund positions in Q1 2016 and 20 closed out, a net change of -9 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2016 was Saba Capital Management, an estimated $21.7M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2016 was BlueSpruce Investments, an estimated $8.04M sold.

Based on aggregated 13F filings for Q1 2016.