We are live on ! Find out more
FRA icon

BlackRock Floating Rate Income Strategies Fund

66 hedge funds and large institutions have $129M invested in BlackRock Floating Rate Income Strategies Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $122M → $129M (+$7.81M)

2.47% more ownership

Funds ownership: 24.04%26.51% (+2.5%)

2% more funds holding

Funds holding: 6566 (+1)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
10
Increased
28
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
$14.6M -$1.52M -114,894 -9%
Wells Fargo
2
Wells Fargo
California
$10.9M -$226K -17,085 -2%
GC
3
Guggenheim Capital
Illinois
$10.1M -$180K -13,623 -2%
AUIM
4
Aegon USA Investment Management
Iowa
$7.9M +$1.9M +144,104 +31%
MIG
5
Mariner Investment Group
New York
$7.15M +$1.21M +91,219 +20%
ACI
6
Alpha Cubed Investments
California
$7.07M +$1.32M +99,567 +22%
Invesco
7
Invesco
Georgia
$5.07M +$511K +38,650 +11%
Bank of America
8
Bank of America
North Carolina
$4.53M -$386K -29,195 -8%
FIMG
9
Financial & Investment Management Group
Michigan
$4.42M +$3.38M +255,889 +299%
RCA
10
Restructuring Capital Associates
Connecticut
$4.32M +$2.33M +176,342 +112%
RVPG
11
Relative Value Partners Group
$4.21M +$1.23M +93,336 +40%
RCM
12
Rivernorth Capital Management
Florida
$4M +$967K +73,159 +31%
AAM
13
Advisors Asset Management
Colorado
$3.7M +$1.11M +83,639 +41%
EVM
14
Eaton Vance Management
Massachusetts
$3.37M
PPA
15
Parametric Portfolio Associates
Washington
$2.58M +$30.6K +2,312 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.4M +$92.9K +7,030 +4%
HK
17
Horizon Kinetics
New York
$2.39M -$576K -43,566 -19%
KKRC
18
Kohlberg Kravis Roberts & Co
New York
$2.38M +$2.43M +183,600 New
FFA
19
First Foundation Advisors
California
$2.37M +$317K +24,005 +15%
NCM
20
Newgate Capital Management
Connecticut
$2.31M -$34.3K -2,597 -1%
YMRC
21
Yorktown Management & Research Company
Virginia
$1.62M +$1.26M +95,000 +317%
AA
22
AQR Arbitrage
Connecticut
$1.55M +$261K +19,753 +20%
CIA
23
Capital Investment Advisors
Georgia
$1.45M -$28.6K -2,164 -2%
ACM
24
Advent Capital Management
New York
$1.44M +$1.47M +111,350 New
KA
25
Klingman & Associates
New York
$1.22M -$1.24M -94,170 Closed

FRA Hedge Fund Activity: Q3 2015 in Review

66 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q3 2015, worth a combined $129M — up 6.4% from $122M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRA positions and 8 closed out — a net gain of 2 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Financial & Investment Management Group, adding an estimated $3.38M. The largest seller was Morgan Stanley, cutting an estimated $1.52M.

  • 66 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q3 2015, up from 65 in Q2 2015.
  • Funds reported $129M of BlackRock Floating Rate Income Strategies Fund stock for Q3 2015, up 6.4% quarter-over-quarter.
  • 10 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q3 2015 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q3 2015 was Financial & Investment Management Group, an estimated $3.38M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q3 2015 was Morgan Stanley, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2015.