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BlackRock Floating Rate Income Strategies Fund

101 hedge funds and large institutions have $123M invested in BlackRock Floating Rate Income Strategies Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% more ownership

Funds ownership: 32.51%33.5% (+0.99%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

7% less funds holding

Funds holding: 109101 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

23% less capital invested

Capital invested by funds: $160M → $123M (-$37M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
101
Holders Change
-8
Holders Change %
-7.34%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
21
Increased
33
Reduced
34
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$26.7M +$4.29M +347,085 +15%
RVPG
2
Relative Value Partners Group
$13.9M +$227K +18,346 +1%
Morgan Stanley
3
Morgan Stanley
New York
$7.24M +$885K +71,622 +11%
Invesco
4
Invesco
Georgia
$6.42M +$592K +47,909 +8%
PCM
5
Penserra Capital Management
California
$6.06M -$121K -9,774 -2%
EVM
6
Eaton Vance Management
Massachusetts
$5.22M -$2.26K -183 -0%
GC
7
Guggenheim Capital
Illinois
$4.13M +$259K +20,954 +5%
RCM
8
Rivernorth Capital Management
Florida
$3.83M +$2.04M +165,065 +76%
AAM
9
Advisors Asset Management
Colorado
$3.64M -$113K -9,178 -2%
NCM
10
Next Capital Management
New York
$3.21M +$202K +16,331 +5%
OCM
11
Oaktree Capital Management
California
$2.6M +$3.21M +260,000 New
FFA
12
First Foundation Advisors
California
$2.15M +$87.4K +7,066 +3%
Wells Fargo
13
Wells Fargo
California
$2.08M -$32.4K -2,617 -1%
AUIM
14
Aegon USA Investment Management
Iowa
$1.98M -$733K -59,264 -23%
Goldman Sachs
15
Goldman Sachs
New York
$1.57M +$1.56M +125,945 +401%
PPA
16
Parametric Portfolio Associates
Washington
$1.52M +$157K +12,662 +9%
UBS Group
17
UBS Group
Switzerland
$1.48M -$421K -34,089 -19%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.38M +$193K +15,647 +13%
Bank of America
19
Bank of America
North Carolina
$1.28M -$2.16M -174,883 -58%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.25M -$254K -20,550 -14%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.24M +$1.36M +109,646 +792%
SAM
22
Securian Asset Management
Minnesota
$1.22M
CRC
23
Curi RMB Capital
Illinois
$1.19M +$735K +59,473 +99%
GIM
24
Guild Investment Management
California
$1.16M +$855K +69,140 +149%
PMG
25
ProVise Management Group
Florida
$1.05M -$64.1K -5,187 -5%

FRA Hedge Fund Activity: Q1 2020 in Review

101 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q1 2020, worth a combined $123M — down 23% from $160M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FRA and 21 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was Saba Capital Management, adding an estimated $4.29M. The largest seller was Millennium Management, exiting entirely with an estimated $3.19M sold.

  • 101 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q1 2020, down from 109 in Q4 2019.
  • Funds reported $123M of BlackRock Floating Rate Income Strategies Fund stock for Q1 2020, down 23% quarter-over-quarter.
  • 21 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q1 2020 and 27 closed out, a net change of -6 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q1 2020 was Saba Capital Management, an estimated $4.29M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q1 2020 was Millennium Management, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2020.