We are live on ! Find out more
DSU icon

BlackRock Debt Strategies Fund

84 hedge funds and large institutions have $146M invested in BlackRock Debt Strategies Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

0.38% more ownership

Funds ownership: 34.39%34.77% (+0.38%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

3% less funds holding

Funds holding: 8784 (-3)

24% less capital invested

Capital invested by funds: $193M → $146M (-$47.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
29
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$26.2M +$1.93M +185,199 +6%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M +$235K +22,546 +0.9%
SCM
3
Saba Capital Management
New York
$12M +$5.3M +508,867 +56%
PPA
4
Parametric Portfolio Associates
Washington
$11.7M -$298K -28,652 -2%
SIA
5
Sit Investment Associates
Minnesota
$11.1M -$2.84M -272,657 -17%
Invesco
6
Invesco
Georgia
$9.44M +$334K +32,053 +3%
BI
7
Bramshill Investments
Florida
$7.61M +$2.21M +212,783 +31%
OHA
8
Oak Hill Advisors
New York
$7.44M +$2.65M +254,554 +41%
PCM
9
Penserra Capital Management
California
$4.36M -$87.2K -8,381 -2%
AAM
10
Advisors Asset Management
Colorado
$4.33M -$581K -55,842 -10%
CCP
11
Clough Capital Partners
Massachusetts
$3.25M +$4M +384,235 New
GC
12
Guggenheim Capital
Illinois
$2.61M +$1.77M +169,897 +123%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$1.93M +$753K +72,312 +46%
VEA
14
Virtus ETF Advisers
New York
$1.9M -$896K -86,119 -28%
LPL Financial
15
LPL Financial
California
$1.45M +$116K +11,165 +7%
Wells Fargo
16
Wells Fargo
California
$1.26M -$152K -14,619 -9%
KPWG
17
KFA Private Wealth Group
Virginia
$1.22M +$355K +34,142 +31%
Bank of America
18
Bank of America
North Carolina
$1.18M +$143K +13,726 +11%
UBS Group
19
UBS Group
Switzerland
$1.14M -$11.7M -1,123,074 -89%
SFS
20
Shaker Financial Services
Virginia
$1.09M -$342K -32,907 -20%
WCMNY
21
Westchester Capital Management (New York)
New York
$1.08M
CIA
22
Capital Investment Advisors
Georgia
$1.01M -$76K -7,305 -6%
AWA
23
Arete Wealth Advisors
Illinois
$779K +$233K +22,414 +32%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$722K +$262K +25,180 +42%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$675K +$39.8K +3,826 +5%

DSU Hedge Fund Activity: Q1 2020 in Review

84 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2020, worth a combined $146M — down 24% from $193M a quarter earlier.

Fund positioning in DSU was balanced in Q1 2020: 15 funds opened new positions, 15 closed out, 29 added to existing stakes and 22 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.3M. The largest seller was UBS Group, cutting an estimated $11.7M.

  • 84 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2020, down from 87 in Q4 2019.
  • Funds reported $146M of BlackRock Debt Strategies Fund stock for Q1 2020, down 24% quarter-over-quarter.
  • 15 funds opened new BlackRock Debt Strategies Fund positions in Q1 2020 and 15 closed out, a net change of 0 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2020 was Saba Capital Management, an estimated $5.3M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2020 was UBS Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2020.