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BlackRock Debt Strategies Fund

85 hedge funds and large institutions have $120M invested in BlackRock Debt Strategies Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

13% more funds holding

Funds holding: 7585 (+10)

8% more capital invested

Capital invested by funds: $111M → $120M (+$8.34M)

1.24% more ownership

Funds ownership: 21.96%23.21% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
31
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.1M +$73.2K +6,711 +0.2%
GC
2
Guggenheim Capital
Illinois
$8.09M -$65K -5,958 -0.8%
AAM
3
Advisors Asset Management
Colorado
$7.99M -$1.14M -104,410 -13%
OHA
4
Oak Hill Advisors
New York
$6.58M
Invesco
5
Invesco
Georgia
$6.11M +$109K +10,018 +2%
LPL Financial
6
LPL Financial
California
$5.37M -$32.2K -2,956 -0.6%
PCM
7
Penserra Capital Management
California
$5.08M +$5.02M +460,656 New
ECA
8
Elevated Capital Advisors
Utah
$4.86M -$35.2K -3,230 -0.7%
Bank of America
9
Bank of America
North Carolina
$3.5M -$16.5K -1,517 -0.5%
Wells Fargo
10
Wells Fargo
California
$2.83M +$945K +86,621 +51%
GA
11
GraniteShares Advisors
New York
$2.34M +$376K +34,518 +19%
Ameriprise
12
Ameriprise
Minnesota
$2.33M +$174K +15,909 +8%
SWP
13
Strategic Wealth Partners
Ohio
$1.76M +$78.5K +7,200 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.7M +$54.2K +4,973 +3%
UBS Group
15
UBS Group
Switzerland
$1.35M -$11.6K -1,062 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.21M -$616K -56,450 -34%
MPCG
17
Matrix Private Capital Group
New York
$1.07M -$136K -12,446 -11%
MSAM
18
Moloney Securities Asset Management
Missouri
$959K +$77.1K +7,072 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$866K -$56.9K -5,219 -6%
NA
20
NewEdge Advisors
Louisiana
$848K +$221K +20,251 +36%
Truist Financial
21
Truist Financial
North Carolina
$760K +$24.7K +2,262 +3%
MWM
22
Modern Wealth Management
Kansas
$689K +$3.17K +291 +0.5%
VEA
23
Virtus ETF Advisers
New York
$658K -$108K -9,867 -14%
CIA
24
Capital Investment Advisors
Georgia
$643K -$4.49K -412 -0.7%
Creative Planning
25
Creative Planning
Kansas
$600K

DSU Hedge Fund Activity: Q3 2024 in Review

85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q3 2024, worth a combined $120M — up 7.5% from $111M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DSU positions and 3 closed out — a net gain of 10 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $5.02M. The largest seller was Advisors Asset Management, cutting an estimated $1.14M.

  • 85 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q3 2024, up from 75 in Q2 2024.
  • Funds reported $120M of BlackRock Debt Strategies Fund stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 13 funds opened new BlackRock Debt Strategies Fund positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $5.02M added.
  • The largest BlackRock Debt Strategies Fund seller in Q3 2024 was Advisors Asset Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2024.