We are live on ! Find out more
FRA icon

BlackRock Floating Rate Income Strategies Fund

86 hedge funds and large institutions have $121M invested in BlackRock Floating Rate Income Strategies Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

1% more capital invested

Capital invested by funds: $120M → $121M (+$1.75M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.49% less ownership

Funds ownership: 30.16%29.67% (-0.49%)

10% less funds holding

Funds holding: 9686 (-10)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
31
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$15.6M -$723K -61,729 -4%
Morgan Stanley
2
Morgan Stanley
New York
$11.6M -$3.77M -321,530 -24%
LPL Financial
3
LPL Financial
California
$10.1M +$359K +30,642 +4%
GC
4
Guggenheim Capital
Illinois
$9.37M +$698K +59,576 +8%
Invesco
5
Invesco
Georgia
$7.45M +$177K +15,140 +2%
WWMSC
6
Wagner Wealth Management (South Carolina)
South Carolina
$6.79M +$1.1M +93,869 +19%
AAM
7
Advisors Asset Management
Colorado
$4.13M +$160K +13,658 +4%
Truist Financial
8
Truist Financial
North Carolina
$4.09M +$72.5K +6,189 +2%
Bank of America
9
Bank of America
North Carolina
$3.63M +$2.37M +202,324 +188%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.56M +$1.97M +168,195 +123%
BAM
11
Byrne Asset Management
New Jersey
$3.48M -$305K -26,025 -8%
COLIM
12
City of London Investment Management
United Kingdom
$2.8M +$2.8M +239,000 New
UBS Group
13
UBS Group
Switzerland
$2.21M -$103K -8,776 -4%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.05M +$30.3K +2,584 +1%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$2M
JP Morgan Chase
16
JP Morgan Chase
New York
$1.73M +$351K +29,937 +25%
LSC
17
Logan Stone Capital
Illinois
$1.56M -$140K -11,908 -8%
Ameriprise
18
Ameriprise
Minnesota
$1.32M -$102K -8,686 -7%
SFS
19
Shaker Financial Services
Virginia
$1.3M +$496K +42,303 +61%
DADC
20
D.A. Davidson & Co
Montana
$1.26M +$135K +11,553 +12%
CPC
21
Congress Park Capital
New York
$1.24M +$153K +13,036 +14%
RCM
22
Rivernorth Capital Management
Florida
$1.23M -$342K -29,210 -22%
JRCM
23
Jones Road Capital Management
New York
$1.21M +$1.21M +103,432 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.05M -$7.22K -616 -0.7%
Wells Fargo
25
Wells Fargo
California
$1.01M +$616K +52,591 +156%

FRA Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q1 2023, worth a combined $121M — up 1.5% from $120M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FRA and 6 opened new positions — a net loss of 9 holders — while 30 trimmed existing stakes and 31 added.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $2.8M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $5.85M sold.

  • 86 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q1 2023, down from 96 in Q4 2022.
  • Funds reported $121M of BlackRock Floating Rate Income Strategies Fund stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 6 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q1 2023 and 15 closed out, a net change of -9 holders.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q1 2023 was City of London Investment Management, an estimated $2.8M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q1 2023 was Oaktree Capital Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q1 2023.