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BlackRock Floating Rate Income Strategies Fund

84 hedge funds and large institutions have $143M invested in BlackRock Floating Rate Income Strategies Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

1% less capital invested

Capital invested by funds: $144M → $143M (-$1.1M)

1.82% less ownership

Funds ownership: 28.02%26.2% (-1.8%)

5% less funds holding

Funds holding: 8884 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
31
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$19.6M +$2.62M +182,887 +16%
RVPG
2
Relative Value Partners Group
$17.9M -$13.2M -920,902 -43%
Morgan Stanley
3
Morgan Stanley
New York
$12.8M +$1.46M +101,785 +13%
GC
4
Guggenheim Capital
Illinois
$9.95M +$406K +28,309 +4%
RCA
5
Restructuring Capital Associates
Connecticut
$8.68M +$1.22M +85,000 +17%
EVM
6
Eaton Vance Management
Massachusetts
$7.58M +$3.73M +260,628 +100%
Invesco
7
Invesco
Georgia
$6.3M -$386K -26,935 -6%
FFA
8
First Foundation Advisors
California
$6.2M -$26.5K -1,848 -0.4%
AAM
9
Advisors Asset Management
Colorado
$5.88M +$20.8K +1,453 +0.4%
Bank of America
10
Bank of America
North Carolina
$5.7M -$987K -68,913 -15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.52M +$969K +67,624 +64%
Ameriprise
12
Ameriprise
Minnesota
$2.45M +$529K +36,941 +28%
AAMU
13
Amundi Asset Management US
Massachusetts
$2.03M
PMG
14
ProVise Management Group
Florida
$2.03M -$10.4K -726 -0.5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.98M +$50.3K +3,512 +3%
CT
16
Coastline Trust
Rhode Island
$1.89M +$212K +14,770 +13%
BCWM
17
Blue Chip Wealth Management
Florida
$1.56M +$1.54M +107,196 New
JIP
18
Jaffetilchin Investment Partners
Florida
$1.49M +$1.46M +102,219 New
SAM
19
Securian Asset Management
Minnesota
$1.45M
UBS Group
20
UBS Group
Switzerland
$1.38M +$73.1K +5,101 +6%
WWMSC
21
Wagner Wealth Management (South Carolina)
South Carolina
$1.36M -$11.4K -796 -0.8%
CIA
22
Capital Investment Advisors
Georgia
$1.24M +$4.63K +323 +0.4%
G
23
GenTrust
Florida
$1.19M +$2.51K +175 +0.2%
MWP
24
MYCIO Wealth Partners
Pennsylvania
$1.14M +$9.5K +663 +0.9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.09M +$96.7K +6,746 +10%

FRA Hedge Fund Activity: Q1 2018 in Review

84 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q1 2018, worth a combined $143M — down 0.77% from $144M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FRA and 11 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 31 added.

The largest buyer was Eaton Vance Management, adding an estimated $3.73M. The largest seller was Relative Value Partners Group, cutting an estimated $13.2M.

  • 84 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q1 2018, down from 88 in Q4 2017.
  • Funds reported $143M of BlackRock Floating Rate Income Strategies Fund stock for Q1 2018, down 0.77% quarter-over-quarter.
  • 11 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q1 2018 and 15 closed out, a net change of -4 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q1 2018 was Eaton Vance Management, an estimated $3.73M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q1 2018 was Relative Value Partners Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2018.