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BlackRock Debt Strategies Fund

83 hedge funds and large institutions have $118M invested in BlackRock Debt Strategies Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 8183 (+2)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10.91% less ownership

Funds ownership: 33.89%22.97% (-11%)

31% less capital invested

Capital invested by funds: $170M → $118M (-$52M)

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
27
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.9M -$51.7M -4,698,919 -54%
GC
2
Guggenheim Capital
Illinois
$9.98M -$686K -62,282 -6%
AAM
3
Advisors Asset Management
Colorado
$9.97M +$12.5K +1,139 +0.1%
OHA
4
Oak Hill Advisors
New York
$6.79M
Invesco
5
Invesco
Georgia
$5.74M -$2.02M -183,508 -26%
LPL Financial
6
LPL Financial
California
$5.31M +$159K +14,435 +3%
ECA
7
Elevated Capital Advisors
Utah
$4.89M +$182K +16,555 +4%
Bank of America
8
Bank of America
North Carolina
$3.52M -$66.9K -6,079 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.5M +$58.2K +5,287 +2%
Wells Fargo
10
Wells Fargo
California
$2.17M +$759K +68,984 +54%
GA
11
GraniteShares Advisors
New York
$1.72M +$218K +19,824 +15%
SWP
12
Strategic Wealth Partners
Ohio
$1.69M +$71.8K +6,526 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.61M -$75.2K -6,826 -4%
Ameriprise
14
Ameriprise
Minnesota
$1.57M -$135K -12,224 -8%
UBS Group
15
UBS Group
Switzerland
$1.5M +$107K +9,681 +8%
MPCG
16
Matrix Private Capital Group
New York
$1.12M -$5.32K -483 -0.5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$939K -$14.7K -1,332 -2%
Truist Financial
18
Truist Financial
North Carolina
$747K -$89.8K -8,161 -11%
Cohen & Steers
19
Cohen & Steers
New York
$671K -$275K -25,000 -29%
CIA
20
Capital Investment Advisors
Georgia
$663K -$5.26K -478 -0.8%
MSAM
21
Moloney Securities Asset Management
Missouri
$644K +$81.1K +7,369 +14%
MWM
22
Melfa Wealth Management
Massachusetts
$585K +$1.51K +137 +0.3%
NA
23
NewEdge Advisors
Louisiana
$528K -$189K -17,175 -26%
VEA
24
Virtus ETF Advisers
New York
$527K +$101K +9,143 +24%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$522K +$21.3K +1,938 +4%

DSU Hedge Fund Activity: Q1 2024 in Review

83 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q1 2024, worth a combined $118M — down 31% from $170M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DSU positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $759K. The largest seller was Morgan Stanley, cutting an estimated $51.7M.

  • 83 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q1 2024, up from 81 in Q4 2023.
  • Funds reported $118M of BlackRock Debt Strategies Fund stock for Q1 2024, down 31% quarter-over-quarter.
  • 8 funds opened new BlackRock Debt Strategies Fund positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q1 2024 was Wells Fargo, an estimated $759K added.
  • The largest BlackRock Debt Strategies Fund seller in Q1 2024 was Morgan Stanley, an estimated $51.7M sold.

Based on aggregated 13F filings for Q1 2024.