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BlackRock Floating Rate Income Strategies Fund

99 hedge funds and large institutions have $140M invested in BlackRock Floating Rate Income Strategies Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $126M → $140M (+$14.7M)

11% more funds holding

Funds holding: 8999 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 24.37%24.35% (-0.02%)

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
36
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17.7M -$1.91M -138,055 -10%
Ameriprise
2
Ameriprise
Minnesota
$17.5M +$367K +26,527 +17%
Morgan Stanley
3
Morgan Stanley
New York
$11M -$739K -53,424 -6%
RVPG
4
Relative Value Partners Group
$9.02M -$22.8K -1,647 -0.3%
GC
5
Guggenheim Capital
Illinois
$8.88M +$133K +9,589 +2%
RCA
6
Restructuring Capital Associates
Connecticut
$6.05M -$432K -31,227 -7%
Bank of America
7
Bank of America
North Carolina
$5.65M -$291K -21,045 -5%
FFA
8
First Foundation Advisors
California
$5.43M +$370K +26,731 +7%
AAM
9
Advisors Asset Management
Colorado
$4.49M -$658K -47,542 -13%
Invesco
10
Invesco
Georgia
$4.37M -$849K -61,416 -16%
EVM
11
Eaton Vance Management
Massachusetts
$3.59M
CT
12
Coastline Trust
Rhode Island
$2.31M -$220K -15,910 -9%
AAMU
13
Amundi Asset Management US
Massachusetts
$1.93M
UBS Group
14
UBS Group
Switzerland
$1.84M +$251K +18,161 +16%
PMG
15
ProVise Management Group
Florida
$1.82M -$57.9K -4,186 -3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.82M +$1.24M +89,387 +211%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.74M -$141K -10,230 -7%
BCWM
18
Blue Chip Wealth Management
Florida
$1.74M -$73.8K -5,337 -4%
SAM
19
Securian Asset Management
Minnesota
$1.62M +$152K +11,000 +10%
JIP
20
Jaffetilchin Investment Partners
Florida
$1.52M +$55.9K +4,038 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.44M -$384K -27,780 -21%
NMC
22
Nine Masts Capital
Hong Kong
$1.36M +$87.1K +6,300 +7%
WWMSC
23
Wagner Wealth Management (South Carolina)
South Carolina
$1.34M +$49.3K +3,563 +4%
CS
24
Comerica Securities
Michigan
$1.26M +$103K +7,429 +9%
Stifel Financial
25
Stifel Financial
Missouri
$1.24M +$44.8K +3,236 +4%

FRA Hedge Fund Activity: Q3 2018 in Review

99 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q3 2018, worth a combined $140M — up 12% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FRA positions and 6 closed out — a net gain of 10 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.24M. The largest seller was Wells Fargo, cutting an estimated $1.91M.

  • 99 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q3 2018, up from 89 in Q2 2018.
  • Funds reported $140M of BlackRock Floating Rate Income Strategies Fund stock for Q3 2018, up 12% quarter-over-quarter.
  • 16 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q3 2018 and 6 closed out, a net change of +10 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.24M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q3 2018 was Wells Fargo, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2018.