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BlackRock Floating Rate Income Strategies Fund

69 hedge funds and large institutions have $136M invested in BlackRock Floating Rate Income Strategies Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 26.32%26.02% (-0.3%)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

5% less capital invested

Capital invested by funds: $143M → $136M (-$6.43M)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$24.4M +$1.45M +101,261 +6%
Morgan Stanley
2
Morgan Stanley
New York
$15.4M +$793K +55,445 +5%
GC
3
Guggenheim Capital
Illinois
$10.4M -$555K -38,798 -5%
Wells Fargo
4
Wells Fargo
California
$10.3M -$2.47M -172,592 -19%
RCA
5
Restructuring Capital Associates
Connecticut
$7.91M
Bank of America
6
Bank of America
North Carolina
$7.76M +$154K +10,774 +2%
Invesco
7
Invesco
Georgia
$6.42M -$1.34M -93,853 -17%
AAM
8
Advisors Asset Management
Colorado
$5.86M -$919K -64,214 -13%
FFA
9
First Foundation Advisors
California
$4M -$506K -35,371 -11%
EVM
10
Eaton Vance Management
Massachusetts
$3.63M +$3.73M +260,628 New
Ameriprise
11
Ameriprise
Minnesota
$2.96M +$697K +48,706 +30%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$2.62M +$33.5K +2,344 +1%
PMG
13
Private Management Group
California
$2.46M -$201K -14,062 -7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.01M -$3.72K -260 -0.2%
AAMU
15
Amundi Asset Management US
Massachusetts
$1.97M
PMG
16
ProVise Management Group
Florida
$1.86M +$449K +31,405 +31%
SCM
17
Sterneck Capital Management
Missouri
$1.44M +$1.46M +102,372 New
UBS Group
18
UBS Group
Switzerland
$1.44M +$7.74K +541 +0.5%
G
19
GenTrust
Florida
$1.42M -$36.4K -2,542 -2%
CT
20
Coastline Trust
Rhode Island
$1.42M +$56.6K +3,960 +4%
HK
21
Horizon Kinetics
New York
$1.41M -$13.1K -916 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.35M -$6.88K -481 -0.5%
SAM
23
Securian Asset Management
Minnesota
$1.3M +$1.32M +92,019 New
CIA
24
Capital Investment Advisors
Georgia
$1.27M -$507K -35,467 -28%
KA
25
Klingman & Associates
New York
$1.24M -$25.6K -1,788 -2%

FRA Hedge Fund Activity: Q2 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q2 2017, worth a combined $136M — down 4.5% from $143M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FRA positions and 9 closed out — a net gain of 2 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $3.73M. The largest seller was Westchester Capital Management (New York), exiting entirely with an estimated $4.41M sold.

  • 69 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q2 2017, up from 68 in Q1 2017.
  • Funds reported $136M of BlackRock Floating Rate Income Strategies Fund stock for Q2 2017, down 4.5% quarter-over-quarter.
  • 11 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q2 2017 and 9 closed out, a net change of +2 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q2 2017 was Eaton Vance Management, an estimated $3.73M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q2 2017 was Westchester Capital Management (New York), an estimated $4.41M sold.

Based on aggregated 13F filings for Q2 2017.