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BlackRock Floating Rate Income Strategies Fund

75 hedge funds and large institutions have $171M invested in BlackRock Floating Rate Income Strategies Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

1% more funds holding

Funds holding: 7475 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $173M → $171M (-$2.24M)

1.43% less ownership

Funds ownership: 33.32%31.89% (-1.4%)

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
35
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$40M +$70.9K +5,093 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$16.1M +$368K +26,430 +2%
Wells Fargo
3
Wells Fargo
California
$13.1M +$980K +70,462 +8%
GC
4
Guggenheim Capital
Illinois
$9.68M +$689K +49,509 +8%
Invesco
5
Invesco
Georgia
$8.77M -$468K -33,667 -5%
RCA
6
Restructuring Capital Associates
Connecticut
$8.1M
Bank of America
7
Bank of America
North Carolina
$7.08M +$694K +49,909 +11%
AAM
8
Advisors Asset Management
Colorado
$6.74M +$605K +43,488 +10%
WCMNY
9
Westchester Capital Management (New York)
New York
$5.45M +$1.4M +100,597 +36%
FFA
10
First Foundation Advisors
California
$5.11M +$139K +9,980 +3%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$4.78M +$1.95M +140,000 +69%
EVM
12
Eaton Vance Management
Massachusetts
$3.76M
PMG
13
Private Management Group
California
$2.72M +$78.6K +5,650 +3%
RCM
14
Rivernorth Capital Management
Florida
$2.61M -$2.11M -151,624 -46%
Ameriprise
15
Ameriprise
Minnesota
$2.46M +$1.27M +91,313 +115%
BCC
16
Bain Capital Credit
Massachusetts
$2.33M -$564K -40,513 -20%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.12M +$8.25K +593 +0.4%
AAMU
18
Amundi Asset Management US
Massachusetts
$2.02M +$1.95M +140,000 New
G
19
GenTrust
Florida
$1.92M +$1.84M +132,201 New
CIA
20
Capital Investment Advisors
Georgia
$1.82M +$453K +32,562 +35%
RJA
21
Raymond James & Associates
Florida
$1.7M +$710K +51,038 +76%
LPL Financial
22
LPL Financial
California
$1.51M +$149K +10,703 +11%
UBS Group
23
UBS Group
Switzerland
$1.51M +$622K +44,693 +75%
HK
24
Horizon Kinetics
New York
$1.5M -$92.9K -6,679 -6%
PMG
25
ProVise Management Group
Florida
$1.46M -$50.4K -3,624 -3%

FRA Hedge Fund Activity: Q4 2016 in Review

75 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q4 2016, worth a combined $171M — down 1.3% from $173M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FRA positions and 9 closed out — a net gain of 3 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $1.95M. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $6.52M sold.

  • 75 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q4 2016, up from 74 in Q3 2016.
  • Funds reported $171M of BlackRock Floating Rate Income Strategies Fund stock for Q4 2016, down 1.3% quarter-over-quarter.
  • 12 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q4 2016 and 9 closed out, a net change of +3 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q4 2016 was 1832 Asset Management, an estimated $1.95M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q4 2016 was Financial & Investment Management Group, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2016.