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BlackRock Limited Duration Income Trust

79 hedge funds and large institutions have $163M invested in BlackRock Limited Duration Income Trust in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

6% more capital invested

Capital invested by funds: $154M → $163M (+$8.98M)

4% more funds holding

Funds holding: 7679 (+3)

0.37% less ownership

Funds ownership: 29.76%29.39% (-0.37%)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.2M -$19.6K -1,272 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.14M +$65.6K +4,265 +6%
LCM
28
Landscape Capital Management
New Jersey
$1.12M -$652K -42,440 -37%
Ameriprise
29
Ameriprise
Minnesota
$1.12M -$41.7K -2,711 -4%
SFS
30
Shaker Financial Services
Virginia
$1.03M -$649K -42,201 -39%
OA
31
Oxbow Advisors
Texas
$967K
WS
32
Wela Strategies
Georgia
$914K +$53.2K +3,460 +6%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$889K +$7.76K +505 +0.9%
PMG
34
ProVise Management Group
Florida
$682K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$615K +$38.4K +2,499 +7%
PPA
36
Parametric Portfolio Associates
Washington
$595K -$84.1K -5,470 -13%
OIA
37
Optimum Investment Advisors
Illinois
$539K +$430K +28,000 +431%
AG
38
Advisor Group
Arizona
$489K +$7.64K +497 +2%
EW
39
Evoke Wealth
California
$428K +$421K +27,400 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$408K +$82.6K +5,371 +26%
PAS
41
Park Avenue Securities
New York
$335K +$40.2K +2,616 +14%
DAS
42
Dynamic Advisor Solutions
Arizona
$325K +$9.3K +605 +3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$320K -$15.4K -1,005 -5%
GA
44
Greytown Advisors
Florida
$297K +$7.3K +475 +3%
SIA
45
Sit Investment Associates
Minnesota
$291K +$286K +18,627 New
ZA
46
Zazove Associates
Nevada
$288K
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$255K -$19.2K -1,251 -7%
CBA
48
Coastal Bridge Advisors
Connecticut
$212K +$492 +32 +0.2%
FIA
49
FNY Investment Advisers
New York
$197K +$194K +12,653 New
ACM
50
Alethea Capital Management
Washington
$180K

BLW Hedge Fund Activity: Q3 2019 in Review

79 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2019, worth a combined $163M — up 5.8% from $154M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BLW positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Virtus ETF Advisers, opening a new position worth an estimated $2.79M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.54M.

  • 79 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2019, up from 76 in Q2 2019.
  • Funds reported $163M of BlackRock Limited Duration Income Trust stock for Q3 2019, up 5.8% quarter-over-quarter.
  • 9 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2019 and 6 closed out, a net change of +3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2019 was Virtus ETF Advisers, an estimated $2.79M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2019 was Rivernorth Capital Management, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2019.