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BlackRock Debt Strategies Fund

90 hedge funds and large institutions have $128M invested in BlackRock Debt Strategies Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 14

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $120M → $128M (+$8.55M)

6% more funds holding

Funds holding: 8590 (+5)

2.28% more ownership

Funds ownership: 23.21%25.49% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
38
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.3M +$260K +23,868 +0.6%
GC
2
Guggenheim Capital
Illinois
$11.3M +$3.48M +319,554 +44%
AAM
3
Advisors Asset Management
Colorado
$6.56M -$1.24M -114,341 -16%
OHA
4
Oak Hill Advisors
New York
$6.42M
Invesco
5
Invesco
Georgia
$6.04M +$81.3K +7,480 +1%
LPL Financial
6
LPL Financial
California
$5.6M +$366K +33,639 +7%
PCM
7
Penserra Capital Management
California
$5.31M +$362K +33,271 +7%
ECA
8
Elevated Capital Advisors
Utah
$4.78M +$37.4K +3,439 +0.8%
Bank of America
9
Bank of America
North Carolina
$3.57M +$160K +14,679 +5%
Wells Fargo
10
Wells Fargo
California
$2.97M +$215K +19,737 +8%
Ameriprise
11
Ameriprise
Minnesota
$2.67M +$402K +36,960 +18%
Raymond James Financial
12
Raymond James Financial
Florida
$2.64M +$2.66M +244,891 New
GA
13
GraniteShares Advisors
New York
$2.47M +$183K +16,811 +8%
SAM
14
Smith Asset Management
Florida
$1.85M +$1.87M +172,065 New
SWP
15
Strategic Wealth Partners
Ohio
$1.74M +$15.2K +1,400 +0.9%
WA
16
Whipplewood Advisors
Colorado
$1.71M +$1.73M +159,225 New
MSAM
17
Moloney Securities Asset Management
Missouri
$1.34M +$413K +37,956 +44%
UBS Group
18
UBS Group
Switzerland
$1.32M -$1.47K -135 -0.1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.25M +$65.7K +6,045 +6%
MWM
20
Modern Wealth Management
Kansas
$1.05M +$377K +34,709 +56%
MPCG
21
Matrix Private Capital Group
New York
$1.04M +$196 +18 +0%
NA
22
NewEdge Advisors
Louisiana
$848K +$21.5K +1,981 +3%
Truist Financial
23
Truist Financial
North Carolina
$793K +$52.2K +4,797 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$761K +$335K +30,763 +77%
VEA
25
Virtus ETF Advisers
New York
$753K +$112K +10,341 +17%

DSU Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Debt Strategies Fund (DSU) for Q4 2024, worth a combined $128M — up 7.2% from $120M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSU positions and 8 closed out — a net gain of 9 holders — while 38 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $3.48M. The largest seller was Advisors Asset Management, cutting an estimated $1.24M.

  • 90 institutional investors held BlackRock Debt Strategies Fund (DSU) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $128M of BlackRock Debt Strategies Fund stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 17 funds opened new BlackRock Debt Strategies Fund positions in Q4 2024 and 8 closed out, a net change of +9 holders.
  • The largest BlackRock Debt Strategies Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $3.48M added.
  • The largest BlackRock Debt Strategies Fund seller in Q4 2024 was Advisors Asset Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.