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BlackRock Floating Rate Income Strategies Fund

65 hedge funds and large institutions have $122M invested in BlackRock Floating Rate Income Strategies Fund in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

0.15% more ownership

Funds ownership: 23.9%24.04% (+0.15%)

2% less capital invested

Capital invested by funds: $124M → $122M (-$2.14M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 6765 (-2)

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
23
Reduced
20
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
$16.8M +$636K +45,908 +4%
Wells Fargo
2
Wells Fargo
California
$11.6M -$431K -31,132 -4%
GC
3
Guggenheim Capital
Illinois
$10.7M -$1.74M -125,677 -14%
AUIM
4
Aegon USA Investment Management
Iowa
$6.4M
MIG
5
Mariner Investment Group
New York
$6.24M -$965K -69,708 -13%
ACI
6
Alpha Cubed Investments
California
$5.99M +$216K +15,617 +4%
Bank of America
7
Bank of America
North Carolina
$5.13M +$225K +16,259 +4%
Invesco
8
Invesco
Georgia
$4.78M +$178K +12,847 +4%
TAM
9
Trust Asset Management
Texas
$4.26M -$212K -15,333 -5%
EVM
10
Eaton Vance Management
Massachusetts
$3.53M +$3.61M +260,628 New
RCM
11
Rivernorth Capital Management
Florida
$3.19M +$1.98M +142,887 +153%
RVPG
12
Relative Value Partners Group
$3.14M +$3.21M +232,105 New
HK
13
Horizon Kinetics
New York
$3.09M -$154K -11,135 -5%
AAM
14
Advisors Asset Management
Colorado
$2.73M +$1.63M +117,953 +140%
PPA
15
Parametric Portfolio Associates
Washington
$2.66M -$645K -46,552 -19%
NCM
16
Newgate Capital Management
Connecticut
$2.44M +$197K +14,204 +8%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.41M +$99K +7,152 +4%
FFA
18
First Foundation Advisors
California
$2.15M +$637K +46,000 +41%
RCA
19
Restructuring Capital Associates
Connecticut
$2.13M
CIA
20
Capital Investment Advisors
Georgia
$1.54M -$8.67K -626 -0.5%
AA
21
AQR Arbitrage
Connecticut
$1.35M -$5.94K -429 -0.4%
KA
22
Klingman & Associates
New York
$1.27M
PMG
23
ProVise Management Group
Florida
$1.26M -$32.2K -2,322 -2%
FIMG
24
Financial & Investment Management Group
Michigan
$1.16M +$238K +17,162 +25%
SRC
25
Shufro Rose & Co
New York
$1.14M +$1.39K +100 +0.1%

FRA Hedge Fund Activity: Q2 2015 in Review

65 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q2 2015, worth a combined $122M — down 1.7% from $124M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FRA and 11 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 23 added.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $3.61M. The largest seller was Deutsche Bank, cutting an estimated $3.03M.

  • 65 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q2 2015, down from 67 in Q1 2015.
  • Funds reported $122M of BlackRock Floating Rate Income Strategies Fund stock for Q2 2015, down 1.7% quarter-over-quarter.
  • 11 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q2 2015 and 12 closed out, a net change of -1 holder.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q2 2015 was Eaton Vance Management, an estimated $3.61M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q2 2015 was Deutsche Bank, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2015.