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BlackRock Debt Strategies Fund

74 hedge funds and large institutions have $284M invested in BlackRock Debt Strategies Fund in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 7374 (+1)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

3% more capital invested

Capital invested by funds: $276M → $284M (+$7.84M)

0.48% more ownership

Funds ownership: 39.07%39.55% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
21
Reduced
20
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
$93.5M
Morgan Stanley
2
Morgan Stanley
New York
$47.1M +$386K +33,518 +0.8%
RCM
3
Rivernorth Capital Management
Florida
$24.1M +$950K +82,556 +4%
OHA
4
Oak Hill Advisors
New York
$16.2M
JP Morgan Chase
5
JP Morgan Chase
New York
$16.1M +$195K +16,927 +1%
SIA
6
Sit Investment Associates
Minnesota
$11.1M +$626K +54,412 +6%
Invesco
7
Invesco
Georgia
$8.92M -$622K -54,060 -7%
Wells Fargo
8
Wells Fargo
California
$7.09M +$1.73M +150,517 +32%
Citigroup
9
Citigroup
New York
$5.85M +$644 +56 +0%
AAM
10
Advisors Asset Management
Colorado
$5.68M -$1.52M -132,511 -21%
UBS Group
11
UBS Group
Switzerland
$5.42M +$4M +347,577 +283%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$5.38M +$5.38M +467,114 New
CIA
13
Capital Investment Advisors
Georgia
$4.17M +$539K +46,829 +15%
WCMNY
14
Westchester Capital Management (New York)
New York
$4.06M -$380K -32,990 -9%
RJA
15
Raymond James & Associates
Florida
$3.5M +$90.6K +7,875 +3%
DA
16
Doliver Advisors
Texas
$2.23M -$326K -28,332 -13%
Bank of America
17
Bank of America
North Carolina
$2.02M -$578K -50,246 -22%
LCM
18
Landscape Capital Management
New Jersey
$1.95M -$2.67M -232,051 -58%
AUIM
19
Aegon USA Investment Management
Iowa
$1.46M +$14K +1,220 +1%
VIA
20
Vident Investment Advisory
Georgia
$1.34M +$1.34M +116,316 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$537K +46,668 +68%
BI
22
Bulldog Investors
New Jersey
$1.31M -$2.56M -222,486 -66%
WS
23
Wedbush Securities
California
$1.28M +$178K +15,442 +16%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.2M -$173K -15,019 -13%
LPL Financial
25
LPL Financial
California
$989K -$254K -22,040 -20%

DSU Hedge Fund Activity: Q1 2017 in Review

74 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2017, worth a combined $284M — up 2.8% from $276M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSU positions and 10 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $5.38M. The largest seller was Landscape Capital Management, cutting an estimated $2.67M.

  • 74 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2017, up from 73 in Q4 2016.
  • Funds reported $284M of BlackRock Debt Strategies Fund stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 12 funds opened new BlackRock Debt Strategies Fund positions in Q1 2017 and 10 closed out, a net change of +2 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2017 was Kovitz Investment Group Partners, an estimated $5.38M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2017 was Landscape Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2017.