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BlackRock Floating Rate Income Strategies Fund

89 hedge funds and large institutions have $126M invested in BlackRock Floating Rate Income Strategies Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

6% more funds holding

Funds holding: 8489 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.83% less ownership

Funds ownership: 26.2%24.37% (-1.8%)

12% less capital invested

Capital invested by funds: $143M → $126M (-$17.3M)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$19.7M +$1M +70,111 +5%
Morgan Stanley
2
Morgan Stanley
New York
$11.9M -$383K -26,820 -3%
RVPG
3
Relative Value Partners Group
$9.12M -$8.21M -574,258 -47%
GC
4
Guggenheim Capital
Illinois
$8.82M -$717K -50,165 -7%
RCA
5
Restructuring Capital Associates
Connecticut
$6.54M -$1.82M -127,512 -21%
Bank of America
6
Bank of America
North Carolina
$5.98M +$550K +38,508 +10%
Invesco
7
Invesco
Georgia
$5.26M -$792K -55,395 -13%
AAM
8
Advisors Asset Management
Colorado
$5.19M -$461K -32,232 -8%
FFA
9
First Foundation Advisors
California
$5.1M -$851K -59,533 -14%
EVM
10
Eaton Vance Management
Massachusetts
$3.62M -$3.73M -260,628 -50%
CT
11
Coastline Trust
Rhode Island
$2.55M +$764K +53,450 +41%
Ameriprise
12
Ameriprise
Minnesota
$2.15M -$199K -13,932 -8%
AAMU
13
Amundi Asset Management US
Massachusetts
$1.95M
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.9M +$5.79K +405 +0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.84M -$587K -41,065 -24%
BCWM
16
Blue Chip Wealth Management
Florida
$1.83M +$346K +24,229 +23%
UBS Group
17
UBS Group
Switzerland
$1.6M +$287K +20,064 +21%
JIP
18
Jaffetilchin Investment Partners
Florida
$1.48M +$60.9K +4,258 +4%
SAM
19
Securian Asset Management
Minnesota
$1.48M +$90K +6,300 +6%
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$1.3M +$4.66K +326 +0.3%
NMC
21
Nine Masts Capital
Hong Kong
$1.29M +$1.32M +92,600 New
Stifel Financial
22
Stifel Financial
Missouri
$1.21M +$438K +30,667 +55%
CS
23
Comerica Securities
Michigan
$1.17M +$176K +12,346 +17%
AA
24
AlphaMark Advisors
Kentucky
$1.15M +$519K +36,300 +79%
CIA
25
Capital Investment Advisors
Georgia
$1.14M -$40.9K -2,861 -3%

FRA Hedge Fund Activity: Q2 2018 in Review

89 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q2 2018, worth a combined $126M — down 12% from $143M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FRA positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Nine Masts Capital, opening a new position worth an estimated $1.32M. The largest seller was Relative Value Partners Group, cutting an estimated $8.21M.

  • 89 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q2 2018, up from 84 in Q1 2018.
  • Funds reported $126M of BlackRock Floating Rate Income Strategies Fund stock for Q2 2018, down 12% quarter-over-quarter.
  • 13 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q2 2018 and 8 closed out, a net change of +5 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q2 2018 was Nine Masts Capital, an estimated $1.32M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q2 2018 was Relative Value Partners Group, an estimated $8.21M sold.

Based on aggregated 13F filings for Q2 2018.