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BlackRock Floating Rate Income Strategies Fund

96 hedge funds and large institutions have $126M invested in BlackRock Floating Rate Income Strategies Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

1% more capital invested

Capital invested by funds: $125M → $126M (+$1.23M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1.43% less ownership

Funds ownership: 28.59%27.16% (-1.4%)

4% less funds holding

Funds holding: 10096 (-4)

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
33
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$14M +$46.3K +3,665 +0.3%
BPCM
2
Beach Point Capital Management
California
$11.9M +$12M +951,031 New
Morgan Stanley
3
Morgan Stanley
New York
$9.27M -$1.75M -138,453 -16%
RCM
4
Rivernorth Capital Management
Florida
$8.52M -$1.15M -90,988 -12%
GC
5
Guggenheim Capital
Illinois
$6.03M -$340K -26,934 -5%
Wells Fargo
6
Wells Fargo
California
$5.79M -$2.02M -159,657 -26%
Invesco
7
Invesco
Georgia
$5.69M +$285K +22,582 +5%
AUIM
8
Aegon USA Investment Management
Iowa
$5.48M +$288K +22,816 +5%
FFA
9
First Foundation Advisors
California
$4M -$850K -67,278 -17%
AAM
10
Advisors Asset Management
Colorado
$3.69M -$289K -22,866 -7%
Bank of America
11
Bank of America
North Carolina
$3.31M -$346K -27,359 -9%
EVM
12
Eaton Vance Management
Massachusetts
$3.26M
CRC
13
Curi RMB Capital
Illinois
$2.86M +$619K +49,017 +27%
WAM
14
Wolverine Asset Management
Illinois
$2.29M +$203K +16,066 +10%
SFS
15
Shaker Financial Services
Virginia
$2.17M +$1.52M +120,257 +225%
UBS Group
16
UBS Group
Switzerland
$2.14M +$162K +12,829 +8%
NCM
17
Next Capital Management
New York
$2.01M -$162K -12,841 -7%
MIG
18
Mariner Investment Group
New York
$1.98M +$706K +55,888 +55%
LCM
19
Landscape Capital Management
New Jersey
$1.96M -$192K -15,197 -9%
SCM
20
Saba Capital Management
New York
$1.73M +$741K +58,644 +74%
PMG
21
ProVise Management Group
Florida
$1.52M -$39.4K -3,115 -3%
SAM
22
Securian Asset Management
Minnesota
$1.51M +$27.8K +2,200 +2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.24M -$113K -8,975 -8%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.21M -$185K -14,636 -13%
AAMU
25
Amundi Asset Management US
Massachusetts
$1.13M -$632K -50,000 -36%

FRA Hedge Fund Activity: Q1 2019 in Review

96 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q1 2019, worth a combined $126M — up 0.99% from $125M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FRA and 15 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 33 added.

The largest buyer was Beach Point Capital Management, opening a new position worth an estimated $12M. The largest seller was Restructuring Capital Associates, exiting entirely with an estimated $6.57M sold.

  • 96 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q1 2019, down from 100 in Q4 2018.
  • Funds reported $126M of BlackRock Floating Rate Income Strategies Fund stock for Q1 2019, up 0.99% quarter-over-quarter.
  • 15 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q1 2019 and 16 closed out, a net change of -1 holder.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q1 2019 was Beach Point Capital Management, an estimated $12M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q1 2019 was Restructuring Capital Associates, an estimated $6.57M sold.

Based on aggregated 13F filings for Q1 2019.