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BlackRock Limited Duration Income Trust
BLW

69 hedge funds and large institutions have $148M invested in BlackRock Limited Duration Income Trust in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

0.26% more ownership

Funds ownership: 26.17% → 26.43% (+0.26%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less capital invested

Capital invested by funds: $150M → $148M (-$1.88M)

4% less funds holding

Funds holding: 72 → 69 (-3)

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.78M
2
Morgan Stanley
Morgan Stanley
New York
+$3.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.18M
4
Bank of America
Bank of America
North Carolina
+$816K
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$801K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.36M
2
YMRC
Yorktown Management & Research Company
Virginia
-$3.15M
3
AAM
Advisors Asset Management
Colorado
-$1.46M
4
SFS
Shaker Financial Services
Virginia
-$1.16M
5
Invesco
Invesco
Georgia
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$924K – – –
SIA
27
SeaBridge Investment Advisors
New Jersey
$852K -$5.32K -350 -0.6%
PMG
28
ProVise Management Group
Florida
$813K -$30.3K -1,991 -4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$733K -$28.3K -1,859 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$387K +$46K +3,021 +13%
OFG
31
OTA Financial Group
New York
$368K +$369K +24,281 New
BCM
32
Blume Capital Management
California
$340K – – –
Millennium Management
33
Millennium Management
New York
$336K +$337K +22,153 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$222K +$4.59K +302 +2%
ACM
35
Alethea Capital Management
Washington
$221K – – –
MFS
36
MSI Financial Services
Massachusetts
$202K +$13.1K +862 +7%
WA
37
WealthTrust Axiom
Pennsylvania
$197K -$3.8K -250 -2%
SB
38
Suntrust Banks
Georgia
$196K +$274 +18 +0.1%
Stifel Financial
39
Stifel Financial
Missouri
$195K +$4.55K +299 +2%
WI
40
Wintrust Investments
Illinois
$195K +$195K +12,825 New
JHIU
41
Janus Henderson Investors US
Colorado
$188K +$17.7K +1,165 +10%
FAAS
42
First Allied Advisory Services
California
$182K +$29.5K +1,937 +19%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$179K +$179K +11,773 New
SI
44
SII Investments
Wisconsin
$179K +$180K +11,825 New
AG
45
Advisor Group
Arizona
$156K +$53.2K +3,500 +52%
HCM
46
Hollencrest Capital Management
California
$155K – – –
RJT
47
Raymond James Trust
Florida
$152K -$3.41K -224 -2%
SSB
48
Sandy Spring Bank
Maryland
$76K – – –
IA
49
IFP Advisors
Florida
$68K -$10.6K -695 -13%
JP Morgan Chase
50
JP Morgan Chase
New York
$65K – – –
1
2
3 4

BLW Hedge Fund Activity: Q4 2016 in Review

69 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2016, worth a combined $148M — down 1.3% from $150M a quarter earlier.

Fund positioning in BLW was balanced in Q4 2016: 11 funds opened new positions, 11 closed out, 24 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.78M. The largest seller was Wells Fargo, cutting an estimated $4.36M.

  • 69 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2016, down from 72 in Q3 2016.
  • Funds reported $148M of BlackRock Limited Duration Income Trust stock for Q4 2016, down 1.3% quarter-over-quarter.
  • 11 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2016 and 11 closed out, a net change of 0 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2016 was Rivernorth Capital Management, an estimated $3.78M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2016 was Wells Fargo, an estimated $4.36M sold.

Based on aggregated 13F filings for Q4 2016.