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BlackRock Debt Strategies Fund

81 hedge funds and large institutions have $170M invested in BlackRock Debt Strategies Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $128M → $170M (+$42.4M)

7.27% more ownership

Funds ownership: 26.61%33.89% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 8481 (-3)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
22
Reduced
25
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
$93.5M +$45.9M +4,461,716 +106%
GC
2
Guggenheim Capital
Illinois
$10.4M -$875K -85,058 -8%
AAM
3
Advisors Asset Management
Colorado
$9.72M -$552K -53,718 -6%
Invesco
4
Invesco
Georgia
$7.58M -$286K -27,773 -4%
OHA
5
Oak Hill Advisors
New York
$6.62M -$352K -34,209 -5%
LPL Financial
6
LPL Financial
California
$5.03M +$885K +86,022 +23%
ECA
7
Elevated Capital Advisors
Utah
$4.59M -$63.9K -6,213 -1%
Bank of America
8
Bank of America
North Carolina
$3.5M +$78.7K +7,656 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.38M +$93.8K +9,120 +4%
WCMNY
10
Westchester Capital Management (New York)
New York
$1.73M +$529K +51,396 +47%
Ameriprise
11
Ameriprise
Minnesota
$1.66M -$74.8K -7,270 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.64M -$615K -59,818 -28%
SWP
13
Strategic Wealth Partners
Ohio
$1.57M
GA
14
GraniteShares Advisors
New York
$1.47M -$190K -18,437 -12%
Wells Fargo
15
Wells Fargo
California
$1.37M +$200K +19,423 +18%
UBS Group
16
UBS Group
Switzerland
$1.36M -$44.9K -4,363 -3%
MPCG
17
Matrix Private Capital Group
New York
$1.1M +$175 +17 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$930K +$395K +38,374 +80%
Cohen & Steers
19
Cohen & Steers
New York
$924K -$206K -20,000 -19%
CPC
20
Congress Park Capital
New York
$825K -$242K -23,500 -24%
Truist Financial
21
Truist Financial
North Carolina
$817K +$333K +32,354 +75%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$778K +$396K +38,508 +115%
NA
23
NewEdge Advisors
Louisiana
$701K +$305K +29,659 +84%
CIA
24
Capital Investment Advisors
Georgia
$652K
MWM
25
Melfa Wealth Management
Massachusetts
$569K +$17.7K +1,721 +3%

DSU Hedge Fund Activity: Q4 2023 in Review

81 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2023, worth a combined $170M — up 33% from $128M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DSU and 10 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $45.9M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $5.41M sold.

  • 81 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2023, down from 84 in Q3 2023.
  • Funds reported $170M of BlackRock Debt Strategies Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 10 funds opened new BlackRock Debt Strategies Fund positions in Q4 2023 and 12 closed out, a net change of -2 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2023 was Morgan Stanley, an estimated $45.9M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2023 was Allspring Global Investments, an estimated $5.41M sold.

Based on aggregated 13F filings for Q4 2023.