We are live on ! Find out more
DSU icon

BlackRock Debt Strategies Fund

83 hedge funds and large institutions have $142M invested in BlackRock Debt Strategies Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 8283 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% less capital invested

Capital invested by funds: $143M → $142M (-$1.34M)

2.22% less ownership

Funds ownership: 32.73%30.51% (-2.2%)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
19
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.2M +$1.29M +130,489 +5%
RCM
2
Rivernorth Capital Management
Florida
$21.6M -$3.62M -367,156 -14%
PPA
3
Parametric Portfolio Associates
Washington
$10.3M -$2.89M -292,785 -22%
Invesco
4
Invesco
Georgia
$9.97M -$802K -81,260 -7%
SIA
5
Sit Investment Associates
Minnesota
$9.02M +$1.34M +136,260 +18%
BI
6
Bramshill Investments
Florida
$7.47M -$1.05M -106,369 -12%
OHA
7
Oak Hill Advisors
New York
$7.21M
GC
8
Guggenheim Capital
Illinois
$6.79M +$260K +26,335 +4%
PCM
9
Penserra Capital Management
California
$5.24M +$295K +29,930 +6%
AAM
10
Advisors Asset Management
Colorado
$4.49M -$653K -66,233 -13%
Bank of America
11
Bank of America
North Carolina
$3.32M +$824K +83,499 +33%
ECA
12
Elevated Capital Advisors
Utah
$2.48M -$60.8K -6,160 -2%
UBS Group
13
UBS Group
Switzerland
$1.96M -$76.2K -7,720 -4%
LPL Financial
14
LPL Financial
California
$1.76M +$44.4K +4,498 +3%
KPWG
15
KFA Private Wealth Group
Virginia
$1.68M +$639K +64,819 +62%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$1.36M -$600K -60,770 -30%
VCM
17
Virtue Capital Management
Tennessee
$1.31M +$1.3M +131,986 New
SFS
18
Shaker Financial Services
Virginia
$1.21M +$87.9K +8,911 +8%
Wells Fargo
19
Wells Fargo
California
$1.18M -$149K -15,105 -11%
AUIM
20
Aegon USA Investment Management
Iowa
$1.13M
AWA
21
Arete Wealth Advisors
Illinois
$1.08M +$66.4K +6,733 +7%
CIA
22
Capital Investment Advisors
Georgia
$971K -$40.8K -4,132 -4%
SCM
23
Saba Capital Management
New York
$817K -$5.17M -524,103 -86%
Citigroup
24
Citigroup
New York
$812K -$433K -43,853 -35%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$812K -$4.93K -500 -0.6%

DSU Hedge Fund Activity: Q3 2020 in Review

83 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q3 2020, worth a combined $142M — down 0.94% from $143M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DSU positions and 12 closed out — a net gain of 1 holder — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.34M. The largest seller was Saba Capital Management, cutting an estimated $5.17M.

  • 83 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q3 2020, up from 82 in Q2 2020.
  • Funds reported $142M of BlackRock Debt Strategies Fund stock for Q3 2020, down 0.94% quarter-over-quarter.
  • 13 funds opened new BlackRock Debt Strategies Fund positions in Q3 2020 and 12 closed out, a net change of +1 holder.
  • The largest BlackRock Debt Strategies Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $1.34M added.
  • The largest BlackRock Debt Strategies Fund seller in Q3 2020 was Saba Capital Management, an estimated $5.17M sold.

Based on aggregated 13F filings for Q3 2020.