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BlackRock Floating Rate Income Strategies Fund

76 hedge funds and large institutions have $154M invested in BlackRock Floating Rate Income Strategies Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.31% less ownership

Funds ownership: 32.52%31.21% (-1.3%)

5% less funds holding

Funds holding: 8076 (-4)

5% less capital invested

Capital invested by funds: $162M → $154M (-$8.12M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
30
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$32.9M +$11.6M +881,888 +54%
Morgan Stanley
2
Morgan Stanley
New York
$12.6M +$268K +20,314 +2%
Wells Fargo
3
Wells Fargo
California
$9.6M +$102K +7,754 +1%
GC
4
Guggenheim Capital
Illinois
$7.62M -$473K -35,871 -6%
Invesco
5
Invesco
Georgia
$7.62M +$915K +69,430 +14%
RCA
6
Restructuring Capital Associates
Connecticut
$7.39M -$2.15M -162,806 -22%
FIMG
7
Financial & Investment Management Group
Michigan
$6.25M -$127K -9,639 -2%
AAM
8
Advisors Asset Management
Colorado
$6.01M -$307K -23,276 -5%
Bank of America
9
Bank of America
North Carolina
$4.64M +$490K +37,196 +12%
RCM
10
Rivernorth Capital Management
Florida
$4.57M -$278K -21,066 -6%
FFA
11
First Foundation Advisors
California
$4.52M +$181K +13,746 +4%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$3.66M -$96.3K -7,305 -3%
AUIM
13
Aegon USA Investment Management
Iowa
$3.47M
EVM
14
Eaton Vance Management
Massachusetts
$3.21M
WCMNY
15
Westchester Capital Management (New York)
New York
$2.96M +$109K +8,243 +4%
MIG
16
Mariner Investment Group
New York
$2.82M -$2.23M -169,065 -44%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$2.7M +$12.3K +933 +0.5%
PMG
18
Private Management Group
California
$2.45M +$181K +13,750 +8%
YMRC
19
Yorktown Management & Research Company
Virginia
$2.43M -$1.52M -115,000 -38%
CS
20
Credit Suisse
Switzerland
$2.4M +$945K +71,689 +65%
HK
21
Horizon Kinetics
New York
$1.49M -$683K -51,839 -31%
NCM
22
Newgate Capital Management
Connecticut
$1.49M -$465K -35,279 -24%
SFS
23
Shaker Financial Services
Virginia
$1.46M +$1.46M +111,060 New
PMG
24
ProVise Management Group
Florida
$1.41M +$332K +25,163 +31%
CIA
25
Capital Investment Advisors
Georgia
$1.26M -$122K -9,243 -9%

FRA Hedge Fund Activity: Q2 2016 in Review

76 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q2 2016, worth a combined $154M — down 5% from $162M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FRA and 11 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 30 added.

The largest buyer was Relative Value Partners Group, adding an estimated $11.6M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $3.48M sold.

  • 76 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q2 2016, down from 80 in Q1 2016.
  • Funds reported $154M of BlackRock Floating Rate Income Strategies Fund stock for Q2 2016, down 5% quarter-over-quarter.
  • 11 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q2 2016 and 15 closed out, a net change of -4 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q2 2016 was Relative Value Partners Group, an estimated $11.6M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $3.48M sold.

Based on aggregated 13F filings for Q2 2016.