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BlackRock Limited Duration Income Trust
BLW

80 hedge funds and large institutions have $140M invested in BlackRock Limited Duration Income Trust in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

10% more funds holding

Funds holding: 73 → 80 (+7)

0.9% more ownership

Funds ownership: 24.24% → 25.14% (+0.9%)

2% less capital invested

Capital invested by funds: $142M → $140M (-$2.21M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
17
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.54M
2
Morgan Stanley
Morgan Stanley
New York
+$1.38M
3
CRC
Curi RMB Capital
Illinois
+$1.35M
4
Wells Fargo
Wells Fargo
California
+$1.15M
5
SG Americas Securities
SG Americas Securities
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$1.18M
2
SIA
Starfire Investment Advisers
Michigan
-$1.17M
3
UBS Group
UBS Group
Switzerland
-$1.09M
4
SCM
Southport Capital Management
Tennessee
-$517K
5
GC
Guggenheim Capital
Illinois
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Southport Capital Management
Tennessee
$990K -$517K -33,427 -34%
WAM
27
Wolverine Asset Management
Illinois
$962K +$988K +63,859 New
Ameriprise
28
Ameriprise
Minnesota
$926K +$21.4K +1,384 +2%
LCM
29
Landscape Capital Management
New Jersey
$784K +$641K +41,449 +394%
PMG
30
ProVise Management Group
Florida
$736K -$2.89K -187 -0.4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$558K -$38.2K -2,466 -6%
DA
32
Doliver Advisors
Texas
$461K +$473K +30,580 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$428K -$79.9K -5,163 -15%
AG
34
Advisor Group
Arizona
$415K -$10.1K -653 -2%
HFS
35
HL Financial Services
Kentucky
$410K +$17K +1,100 +4%
DAS
36
Dynamic Advisor Solutions
Arizona
$332K +$341K +22,010 New
CBA
37
Coastal Bridge Advisors
Connecticut
$315K -$11.3K -731 -3%
Millennium Management
38
Millennium Management
New York
$297K +$305K +19,698 New
TSS
39
Two Sigma Securities
New York
$236K +$242K +15,618 New
ACM
40
Alethea Capital Management
Washington
$220K – – –
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$199K -$1.56K -101 -0.8%
WA
42
WealthTrust Axiom
Pennsylvania
$196K – – –
SWM
43
SeaCrest Wealth Management
New York
$191K – – –
FAAS
44
First Allied Advisory Services
California
$182K – – –
SB
45
Suntrust Banks
Georgia
$176K -$119K -7,709 -41%
HighTower Advisors
46
HighTower Advisors
Illinois
$161K -$321K -20,731 -66%
ACS
47
Archford Capital Strategies
Illinois
$160K +$155K +10,000 New
PAS
48
Park Avenue Securities
New York
$158K +$163K +10,522 New
RJT
49
Raymond James Trust
Florida
$156K – – –
HCM
50
Hollencrest Capital Management
California
$154K – – –
1
2
3 4

BLW Hedge Fund Activity: Q1 2018 in Review

80 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2018, worth a combined $140M — down 1.5% from $142M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BLW positions and 6 closed out — a net gain of 8 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.54M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $1.18M sold.

  • 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2018, up from 73 in Q4 2017.
  • Funds reported $140M of BlackRock Limited Duration Income Trust stock for Q1 2018, down 1.5% quarter-over-quarter.
  • 14 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2018 and 6 closed out, a net change of +8 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2018 was Shaker Financial Services, an estimated $2.54M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2018 was Oxbow Advisors, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2018.