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BlackRock Debt Strategies Fund

97 hedge funds and large institutions have $131M invested in BlackRock Debt Strategies Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $123M → $131M (+$7.46M)

0.79% more ownership

Funds ownership: 28.74%29.54% (+0.79%)

4% less funds holding

Funds holding: 10197 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
97
Holders Change
-4
Holders Change %
-3.96%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
36
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.8M -$868K -90,016 -2%
GC
2
Guggenheim Capital
Illinois
$8.93M -$2.55M -264,449 -22%
AAM
3
Advisors Asset Management
Colorado
$7.38M +$1.45M +149,904 +24%
Invesco
4
Invesco
Georgia
$7.07M -$15.3K -1,582 -0.2%
OHA
5
Oak Hill Advisors
New York
$6.16M
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$5.49M +$3.43M +355,374 +160%
ECA
7
Elevated Capital Advisors
Utah
$5.21M +$27.7K +2,873 +0.5%
SFS
8
Shaker Financial Services
Virginia
$4.17M +$457K +47,383 +12%
Bank of America
9
Bank of America
North Carolina
$3.32M +$266K +27,628 +9%
LPL Financial
10
LPL Financial
California
$3.19M +$38.4K +3,979 +1%
COLIM
11
City of London Investment Management
United Kingdom
$2.69M +$174K +18,047 +7%
KPWG
12
KFA Private Wealth Group
Virginia
$2.36M +$593K +61,489 +33%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.01M +$1.74M +180,003 +578%
FIA
14
Foundations Investment Advisors
Arizona
$1.98M +$143K +14,798 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.87M +$452K +46,891 +31%
Ameriprise
16
Ameriprise
Minnesota
$1.57M -$2.27K -235 -0.1%
GA
17
GraniteShares Advisors
New York
$1.43M +$1.45M +150,049 New
MPCG
18
Matrix Private Capital Group
New York
$1.41M -$124K -12,861 -8%
UBS Group
19
UBS Group
Switzerland
$1.4M -$273K -28,307 -16%
Cohen & Steers
20
Cohen & Steers
New York
$1.36M
RCM
21
Rivernorth Capital Management
Florida
$1.05M -$1.52M -157,882 -59%
AA
22
AQR Arbitrage
Connecticut
$1M +$60.8K +6,310 +6%
CPC
23
Congress Park Capital
New York
$972K +$48.2K +5,000 +5%
Wells Fargo
24
Wells Fargo
California
$891K +$556K +57,678 +160%
WMS
25
Wealth Management Solutions
Pennsylvania
$804K +$105K +10,918 +15%

DSU Hedge Fund Activity: Q1 2023 in Review

97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2023, worth a combined $131M — up 6.1% from $123M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DSU and 10 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 36 added.

The largest buyer was Allspring Global Investments, adding an estimated $3.43M. The largest seller was Guggenheim Capital, cutting an estimated $2.55M.

  • 97 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2023, down from 101 in Q4 2022.
  • Funds reported $131M of BlackRock Debt Strategies Fund stock for Q1 2023, up 6.1% quarter-over-quarter.
  • 10 funds opened new BlackRock Debt Strategies Fund positions in Q1 2023 and 13 closed out, a net change of -3 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2023 was Allspring Global Investments, an estimated $3.43M added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2023 was Guggenheim Capital, an estimated $2.55M sold.

Based on aggregated 13F filings for Q1 2023.