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BlackRock Limited Duration Income Trust
BLW

74 hedge funds and large institutions have $144M invested in BlackRock Limited Duration Income Trust in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $151M → $144M (-$7.36M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1.77% less ownership

Funds ownership: 25.87% → 24.1% (-1.8%)

3% less funds holding

Funds holding: 76 → 74 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$984K
2
FFA
First Foundation Advisors
California
+$901K
3
Bank of America
Bank of America
North Carolina
+$704K
4
GC
Guggenheim Capital
Illinois
+$461K
5
AG
Advisor Group
Arizona
+$311K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$3.97M
2
Bessemer Group
Bessemer Group
New Jersey
-$1.75M
3
AAM
Advisors Asset Management
Colorado
-$1.75M
4
SFS
Shaker Financial Services
Virginia
-$1.31M
5
Morgan Stanley
Morgan Stanley
New York
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
26
ProVise Management Group
Florida
$789K -$41.9K -2,632 -5%
Ameriprise
27
Ameriprise
Minnesota
$785K +$20.5K +1,291 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$658K -$50.4K -3,170 -7%
AG
29
Advisor Group
Arizona
$529K +$311K +19,550 +147%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$518K -$26.4K -1,658 -5%
AAM
31
Advisors Asset Management
Colorado
$406K -$1.75M -109,945 -81%
HFS
32
HL Financial Services
Kentucky
$371K +$119K +7,500 +48%
CBA
33
Coastal Bridge Advisors
Connecticut
$347K -$40.3K -2,532 -11%
HighTower Advisors
34
HighTower Advisors
Illinois
$324K +$154K +9,658 +93%
Millennium Management
35
Millennium Management
New York
$311K +$307K +19,281 New
SB
36
Suntrust Banks
Georgia
$311K +$307K +19,304 New
AGA
37
Accuvest Global Advisors
Utah
$308K -$606K -38,061 -67%
ACM
38
Alethea Capital Management
Washington
$235K – – –
MML Investors Services
39
MML Investors Services
Massachusetts
$233K -$58.7K -3,688 -20%
VF
40
Virtu Financial
New York
$219K +$216K +13,603 New
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$216K – – –
YP
42
Yellowstone Partners
Idaho
$215K +$212K +13,325 New
SI
43
SII Investments
Wisconsin
$214K -$7.96K -500 -4%
WA
44
WealthTrust Axiom
Pennsylvania
$210K – – –
WI
45
Wintrust Investments
Illinois
$197K -$17.2K -1,080 -8%
FAAS
46
First Allied Advisory Services
California
$191K +$1.35K +85 +0.7%
RJT
47
Raymond James Trust
Florida
$182K – – –
Stifel Financial
48
Stifel Financial
Missouri
$168K +$166K +10,400 New
HCM
49
Hollencrest Capital Management
California
$165K – – –
SEI Investments
50
SEI Investments
Pennsylvania
$97K +$95.5K +6,000 New
1
2
3 4

BLW Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2017, worth a combined $144M — down 4.9% from $151M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BLW and 9 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 21 added.

The largest buyer was Invesco, adding an estimated $984K. The largest seller was Rivernorth Capital Management, cutting an estimated $3.97M.

  • 74 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2017, down from 76 in Q2 2017.
  • Funds reported $144M of BlackRock Limited Duration Income Trust stock for Q3 2017, down 4.9% quarter-over-quarter.
  • 9 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2017 and 11 closed out, a net change of -2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2017 was Invesco, an estimated $984K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2017 was Rivernorth Capital Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q3 2017.