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BlackRock Debt Strategies Fund
DSU

87 hedge funds and large institutions have $140M invested in BlackRock Debt Strategies Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 86 → 87 (+1)

3% more capital invested

Capital invested by funds: $136M → $140M (+$3.86M)

0.36% more ownership

Funds ownership: 25.23% → 25.59% (+0.36%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
27
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.7M
2
GC
Guggenheim Capital
Illinois
+$2.25M
3
BI
Bramshill Investments
Florida
+$771K
4
Jane Street
Jane Street
New York
+$714K
5
TLCM
Twin Lakes Capital Management
California
+$665K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.46M
2
PAS
Park Avenue Securities
New York
-$1.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.02M
4
SFS
Shaker Financial Services
Virginia
-$960K
5
SC
Stolper & Co
Oklahoma
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48M +$10.7M +914,639 +29%
BI
2
Bramshill Investments
Florida
$12.2M +$771K +66,101 +7%
PPA
3
Parametric Portfolio Associates
Washington
$8.41M -$455K -38,971 -5%
OHA
4
Oak Hill Advisors
New York
$8M – – –
GC
5
Guggenheim Capital
Illinois
$7.67M +$2.25M +192,605 +42%
Invesco
6
Invesco
Georgia
$7.31M -$2.46M -210,450 -25%
AAM
7
Advisors Asset Management
Colorado
$4.83M -$249K -21,322 -5%
Bank of America
8
Bank of America
North Carolina
$4.6M -$53.3K -4,570 -1%
KPWG
9
KFA Private Wealth Group
Virginia
$3.31M +$282K +24,122 +9%
LPL Financial
10
LPL Financial
California
$3.12M +$137K +11,738 +5%
UBS Group
11
UBS Group
Switzerland
$2.91M +$401K +34,335 +16%
CPC
12
Congress Park Capital
New York
$2.78M -$54.6K -4,675 -2%
MPCG
13
Matrix Private Capital Group
New York
$2.12M +$27.2K +2,330 +1%
PCM
14
Penserra Capital Management
California
$1.98M +$27.5K +2,356 +1%
Ameriprise
15
Ameriprise
Minnesota
$1.7M +$58.9K +5,050 +4%
SFS
16
Sowell Financial Services
Arkansas
$1.66M -$18.3K -1,568 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.59M +$245K +20,957 +18%
CIA
18
Capital Investment Advisors
Georgia
$972K -$47K -4,023 -5%
WMS
19
Wealth Management Solutions
Pennsylvania
$892K +$890K +76,268 New
Stifel Financial
20
Stifel Financial
Missouri
$839K -$412K -35,293 -33%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$718K -$39.1K -3,352 -5%
Jane Street
22
Jane Street
New York
$716K +$714K +61,175 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$715K +$3.38K +290 +0.5%
EDRIA
24
Edmonds Duncan Registered Investment Advisors
Kansas
$708K – – –
Wells Fargo
25
Wells Fargo
California
$682K +$6.8K +583 +1%
1
2 3 4 5

DSU Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2021, worth a combined $140M — up 2.8% from $136M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSU positions and 14 closed out — a net gain of 3 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Invesco, cutting an estimated $2.46M.

  • 87 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $140M of BlackRock Debt Strategies Fund stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 17 funds opened new BlackRock Debt Strategies Fund positions in Q4 2021 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2021 was Morgan Stanley, an estimated $10.7M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2021 was Invesco, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2021.