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BlackRock Floating Rate Income Strategies Fund

76 hedge funds and large institutions have $113M invested in BlackRock Floating Rate Income Strategies Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $118M → $113M (-$4.4M)

1% less funds holding

Funds holding: 7776 (-1)

1.87% less ownership

Funds ownership: 27.4%25.53% (-1.9%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
26
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.2M +$594K +47,888 +6%
WWMSC
2
Wagner Wealth Management (South Carolina)
South Carolina
$9.04M +$339K +27,286 +4%
Morgan Stanley
3
Morgan Stanley
New York
$8.99M -$770K -62,013 -8%
LPL Financial
4
LPL Financial
California
$8.24M -$1.93M -155,181 -19%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.15M +$3.95M +318,400 +97%
Invesco
6
Invesco
Georgia
$8.09M +$357K +28,762 +5%
Bank of America
7
Bank of America
North Carolina
$5.57M +$358K +28,880 +7%
RVPG
8
Relative Value Partners Group
$5.26M -$9.94M -800,532 -66%
Truist Financial
9
Truist Financial
North Carolina
$4.68M +$179K +14,460 +4%
AAM
10
Advisors Asset Management
Colorado
$4.11M +$228K +18,350 +6%
BAM
11
Byrne Asset Management
New Jersey
$3.56M -$138K -11,115 -4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$2.64M +$342K +27,530 +15%
UBS Group
13
UBS Group
Switzerland
$2.12M -$34.4K -2,774 -2%
GL
14
Graypoint LLC
New York
$2.05M +$2.02M +162,768 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.93M -$465K -37,438 -20%
JRCM
16
Jones Road Capital Management
New York
$1.81M
Ameriprise
17
Ameriprise
Minnesota
$1.8M +$271K +21,823 +18%
Wells Fargo
18
Wells Fargo
California
$1.72M +$297K +23,918 +21%
DADC
19
D.A. Davidson & Co
Montana
$1.5M +$894 +72 +0.1%
CPC
20
Congress Park Capital
New York
$1.41M +$113K +9,078 +9%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.33M -$301K -24,261 -19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.27M +$245K +19,769 +24%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.03M -$117K -9,427 -10%
PMG
24
Private Management Group
California
$815K -$15.5K -1,249 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$814K -$59.2K -4,767 -7%

FRA Hedge Fund Activity: Q3 2023 in Review

76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Strategies Fund (FRA) for Q3 2023, worth a combined $113M — down 3.7% from $118M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FRA and 6 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $3.95M. The largest seller was Relative Value Partners Group, cutting an estimated $9.94M.

  • 76 institutional investors held BlackRock Floating Rate Income Strategies Fund (FRA) as of Q3 2023, down from 77 in Q2 2023.
  • Funds reported $113M of BlackRock Floating Rate Income Strategies Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Floating Rate Income Strategies Fund positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest BlackRock Floating Rate Income Strategies Fund buyer in Q3 2023 was Osaic Holdings, an estimated $3.95M added.
  • The largest BlackRock Floating Rate Income Strategies Fund seller in Q3 2023 was Relative Value Partners Group, an estimated $9.94M sold.

Based on aggregated 13F filings for Q3 2023.