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BlackRock Limited Duration Income Trust
BLW

74 hedge funds and large institutions have $158M invested in BlackRock Limited Duration Income Trust in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $143M → $158M (+$14.9M)

0.14% more ownership

Funds ownership: 28.99% → 29.13% (+0.14%)

4% less funds holding

Funds holding: 77 → 74 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
32
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$3.62M
2
WS
Wela Strategies
Georgia
+$801K
3
GC
Guggenheim Capital
Illinois
+$542K
4
UBS Group
UBS Group
Switzerland
+$520K
5
Bank of America
Bank of America
North Carolina
+$506K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$2.03M
2
SCM
Saba Capital Management
New York
-$1.55M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.44M
4
WAM
Wolverine Asset Management
Illinois
-$823K
5
FFA
First Foundation Advisors
California
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.01M +$460K +31,869 +87%
Ameriprise
27
Ameriprise
Minnesota
$993K +$37.9K +2,625 +4%
HFS
28
HL Financial Services
Kentucky
$985K +$14.4K +1,000 +2%
OA
29
Oxbow Advisors
Texas
$883K – – –
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$821K -$270K -18,680 -25%
WS
31
Wela Strategies
Georgia
$816K +$801K +55,537 New
WAM
32
Wolverine Asset Management
Illinois
$778K -$823K -57,014 -52%
PMG
33
ProVise Management Group
Florida
$640K +$5.2K +360 +0.8%
AA
34
AQR Arbitrage
Connecticut
$584K +$112K +7,769 +24%
AG
35
Advisor Group
Arizona
$471K +$74.5K +5,165 +19%
PPA
36
Parametric Portfolio Associates
Washington
$380K +$30K +2,080 +9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$371K -$18.2K -1,264 -5%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$353K +$19.4K +1,343 +6%
DAS
39
Dynamic Advisor Solutions
Arizona
$331K -$7.1K -492 -2%
CFGS
40
Concourse Financial Group Securities
Alabama
$328K +$24.9K +1,722 +8%
CRC
41
Curi RMB Capital
Illinois
$280K -$2.03M -140,551 -88%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$273K +$38K +2,632 +17%
GA
43
Greytown Advisors
Florida
$272K +$102K +7,050 +61%
ZA
44
Zazove Associates
Nevada
$270K +$265K +18,396 New
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$246K -$32.7K -2,263 -12%
PAS
46
Park Avenue Securities
New York
$245K +$19.4K +1,347 +9%
CBA
47
Coastal Bridge Advisors
Connecticut
$199K -$26.7K -1,847 -12%
FIA
48
FNY Investment Advisers
New York
$183K +$180K +12,480 New
ACM
49
Alethea Capital Management
Washington
$169K – – –
MML Investors Services
50
MML Investors Services
Massachusetts
$153K +$150K +10,405 New
1
2
3 4

BLW Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2019, worth a combined $158M — up 10% from $143M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BLW and 7 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 32 added.

The largest buyer was Capital Investment Advisors, adding an estimated $3.62M. The largest seller was Curi RMB Capital, cutting an estimated $2.03M.

  • 74 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2019, down from 77 in Q4 2018.
  • Funds reported $158M of BlackRock Limited Duration Income Trust stock for Q1 2019, up 10% quarter-over-quarter.
  • 7 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2019 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2019 was Capital Investment Advisors, an estimated $3.62M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2019 was Curi RMB Capital, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2019.