We are live on ! Find out more
BLW icon

BlackRock Limited Duration Income Trust
BLW

76 hedge funds and large institutions have $151M invested in BlackRock Limited Duration Income Trust in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more funds holding

Funds holding: 75 → 76 (+1)

0.72% less ownership

Funds ownership: 26.59% → 25.87% (-0.72%)

1% less capital invested

Capital invested by funds: $153M → $151M (-$2.13M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Southport Capital Management
Tennessee
+$1.07M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.02M
3
Morgan Stanley
Morgan Stanley
New York
+$983K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$976K
5
RCM
Rivernorth Capital Management
Florida
+$974K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.39M
2
YMRC
Yorktown Management & Research Company
Virginia
-$1.62M
3
CIA
Capital Investment Advisors
Georgia
-$1.25M
4
LPL Financial
LPL Financial
California
-$1.2M
5
Wells Fargo
Wells Fargo
California
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.01M -$1.2M -76,532 -54%
PCM
27
Pointe Capital Management
Michigan
$978K +$214K +13,668 +28%
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$962K – – –
AGA
29
Accuvest Global Advisors
Utah
$902K -$846 -54 -0.1%
WS
30
Wela Strategies
Georgia
$875K +$26.2K +1,675 +3%
PMG
31
ProVise Management Group
Florida
$814K -$27K -1,725 -3%
Ameriprise
32
Ameriprise
Minnesota
$748K +$175K +11,152 +31%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$695K -$47K -3,000 -6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$534K +$45.2K +2,888 +9%
SG Americas Securities
35
SG Americas Securities
New York
$432K +$6.45K +412 +2%
CBA
36
Coastal Bridge Advisors
Connecticut
$379K +$377K +24,043 New
MML Investors Services
37
MML Investors Services
Massachusetts
$286K -$79.6K -5,080 -22%
OFG
38
OTA Financial Group
New York
$284K – – –
LCM
39
Landscape Capital Management
New Jersey
$252K +$50.8K +3,244 +25%
HFS
40
HL Financial Services
Kentucky
$245K +$15.7K +1,000 +7%
DA
41
Doliver Advisors
Texas
$244K +$5K +319 +2%
ACM
42
Alethea Capital Management
Washington
$230K – – –
SI
43
SII Investments
Wisconsin
$219K +$31.3K +2,000 +17%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$212K -$2.82K -180 -1%
WI
45
Wintrust Investments
Illinois
$210K +$2.6K +166 +1%
AG
46
Advisor Group
Arizona
$209K +$22.4K +1,429 +12%
WA
47
WealthTrust Axiom
Pennsylvania
$205K – – –
FAAS
48
First Allied Advisory Services
California
$187K +$185K +11,811 New
RJT
49
Raymond James Trust
Florida
$179K +$20.1K +1,286 +13%
HighTower Advisors
50
HighTower Advisors
Illinois
$165K +$163K +10,434 New
1
2
3 4

BLW Hedge Fund Activity: Q2 2017 in Review

76 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2017, worth a combined $151M — down 1.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BLW positions and 5 closed out — a net gain of 1 holder — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Southport Capital Management, opening a new position worth an estimated $1.07M. The largest seller was Guggenheim Capital, cutting an estimated $2.39M.

  • 76 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2017, up from 75 in Q1 2017.
  • Funds reported $151M of BlackRock Limited Duration Income Trust stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 6 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2017 and 5 closed out, a net change of +1 holder.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2017 was Southport Capital Management, an estimated $1.07M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2017 was Guggenheim Capital, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2017.