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BlackRock Floating Rate Income Strategies Fund

74 hedge funds and large institutions have $173M invested in BlackRock Floating Rate Income Strategies Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

13% more capital invested

Capital invested by funds: $154M → $173M (+$19.7M)

2.11% more ownership

Funds ownership: 31.21%33.32% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 7674 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
33
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$38.4M +$3.52M +260,234 +10%
Morgan Stanley
2
Morgan Stanley
New York
$15.1M +$1.75M +129,528 +14%
Wells Fargo
3
Wells Fargo
California
$11.6M +$1.49M +110,499 +15%
Invesco
4
Invesco
Georgia
$8.9M +$846K +62,521 +11%
GC
5
Guggenheim Capital
Illinois
$8.62M +$570K +42,113 +7%
RCA
6
Restructuring Capital Associates
Connecticut
$7.79M
FIMG
7
Financial & Investment Management Group
Michigan
$6.52M -$65K -4,807 -1%
Bank of America
8
Bank of America
North Carolina
$6.12M +$1.19M +88,038 +25%
AAM
9
Advisors Asset Management
Colorado
$5.88M -$446K -32,947 -7%
FFA
10
First Foundation Advisors
California
$4.78M +$15K +1,109 +0.3%
RCM
11
Rivernorth Capital Management
Florida
$4.61M -$200K -14,800 -4%
WCMNY
12
Westchester Capital Management (New York)
New York
$3.85M +$709K +52,452 +23%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$3.82M -$37.4K -2,765 -1%
EVM
14
Eaton Vance Management
Massachusetts
$3.64M
AUIM
15
Aegon USA Investment Management
Iowa
$3.51M -$139K -10,300 -4%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$2.83M
BCC
17
Bain Capital Credit
Massachusetts
$2.81M +$2.74M +202,562 New
YMRC
18
Yorktown Management & Research Company
Virginia
$2.56M
PMG
19
Private Management Group
California
$2.54M -$38.3K -2,835 -2%
CS
20
Credit Suisse
Switzerland
$2.52M
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.03M +$1.98M +146,658 New
MIG
22
Mariner Investment Group
New York
$1.56M -$1.39M -102,438 -48%
HK
23
Horizon Kinetics
New York
$1.54M -$26.8K -1,982 -2%
SFS
24
Shaker Financial Services
Virginia
$1.5M -$42.1K -3,111 -3%
PMG
25
ProVise Management Group
Florida
$1.45M -$30.8K -2,278 -2%

FRA Hedge Fund Activity: Q3 2016 in Review

74 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q3 2016, worth a combined $173M — up 13% from $154M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FRA and 9 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 33 added.

The largest buyer was Relative Value Partners Group, adding an estimated $3.52M. The largest seller was Mariner Investment Group, cutting an estimated $1.39M.

  • 74 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q3 2016, down from 76 in Q2 2016.
  • Funds reported $173M of BlackRock Floating Rate Income Strategies Fund stock for Q3 2016, up 13% quarter-over-quarter.
  • 9 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q3 2016 and 10 closed out, a net change of -1 holder.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q3 2016 was Relative Value Partners Group, an estimated $3.52M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q3 2016 was Mariner Investment Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2016.