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BlackRock Floating Rate Income Strategies Fund

94 hedge funds and large institutions have $105M invested in BlackRock Floating Rate Income Strategies Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

6% more funds holding

Funds holding: 8994 (+5)

2.93% more ownership

Funds ownership: 23.2%26.13% (+2.9%)

1% less capital invested

Capital invested by funds: $106M → $105M (-$1.4M)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
31
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.8M +$2.36M +196,811 +21%
GC
2
Guggenheim Capital
Illinois
$8.56M +$1.11M +92,549 +14%
RVPG
3
Relative Value Partners Group
$6.96M -$1.18M -98,146 -15%
Invesco
4
Invesco
Georgia
$6.84M +$1.28M +106,579 +22%
EVM
5
Eaton Vance Management
Massachusetts
$5.94M +$3.12M +260,567 +100%
OCM
6
Oaktree Capital Management
California
$5.55M +$5.84M +487,470 New
BAM
7
Byrne Asset Management
New Jersey
$4.53M +$1.79M +149,560 +60%
AAM
8
Advisors Asset Management
Colorado
$4.52M +$193K +16,107 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.91M +$1.43M +119,079 +53%
Truist Financial
10
Truist Financial
North Carolina
$2.67M +$1.38M +115,177 +97%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.49M -$516K -43,020 -16%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.32M +$174K +14,548 +8%
UBS Group
13
UBS Group
Switzerland
$1.99M -$56.2K -4,692 -3%
WWMSC
14
Wagner Wealth Management (South Carolina)
South Carolina
$1.99M +$1.41M +117,548 +206%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.9M -$15.7K -1,307 -0.8%
Bank of America
16
Bank of America
North Carolina
$1.8M -$1.09M -91,143 -37%
Ameriprise
17
Ameriprise
Minnesota
$1.41M -$3.32M -276,618 -69%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.36M -$734K -61,248 -34%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.18M
MFG
20
Magnus Financial Group
New York
$1.17M -$4.79K -400 -0.4%
SFS
21
Shaker Financial Services
Virginia
$1.16M +$949K +79,224 +358%
SAM
22
Securian Asset Management
Minnesota
$1.15M -$198K -16,500 -14%
AA
23
Apriem Advisors
California
$1.04M +$44.2K +3,687 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$928K -$94.2K -7,860 -9%
SWRP
25
Summit Wealth & Retirement Planning
California
$880K +$36K +3,000 +4%

FRA Hedge Fund Activity: Q2 2022 in Review

94 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q2 2022, worth a combined $105M — down 1.3% from $106M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FRA positions and 13 closed out — a net gain of 6 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $5.84M. The largest seller was Ameriprise, cutting an estimated $3.32M.

  • 94 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q2 2022, up from 89 in Q1 2022.
  • Funds reported $105M of BlackRock Floating Rate Income Strategies Fund stock for Q2 2022, down 1.3% quarter-over-quarter.
  • 19 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q2 2022 and 13 closed out, a net change of +6 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q2 2022 was Oaktree Capital Management, an estimated $5.84M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q2 2022 was Ameriprise, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2022.