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BlackRock Limited Duration Income Trust

80 hedge funds and large institutions have $184M invested in BlackRock Limited Duration Income Trust in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

13% more capital invested

Capital invested by funds: $163M → $184M (+$21.4M)

1.79% more ownership

Funds ownership: 29.39%31.18% (+1.8%)

1% more funds holding

Funds holding: 7980 (+1)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
23
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.44M +$156K +9,837 +13%
CA
27
Cetera Advisors
Colorado
$1.4M +$143K +8,983 +12%
RJA
28
Raymond James & Associates
Florida
$1.38M -$112K -7,047 -8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.15M -$45.8K -2,886 -4%
Ameriprise
30
Ameriprise
Minnesota
$1.13M -$42.4K -2,669 -4%
OA
31
Oxbow Advisors
Texas
$1.01M
WS
32
Wela Strategies
Georgia
$936K -$21.6K -1,362 -2%
OMC
33
Old Mission Capital
Illinois
$865K +$838K +52,800 New
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$731K -$194K -12,250 -22%
PMG
35
ProVise Management Group
Florida
$697K -$17.5K -1,100 -3%
AG
36
Advisor Group
Arizona
$664K +$148K +9,306 +30%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$625K -$18.8K -1,182 -3%
EW
38
Evoke Wealth
California
$617K +$159K +10,050 +37%
OIA
39
Optimum Investment Advisors
Illinois
$615K +$47.6K +3,000 +9%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$492K +$476K +30,000 New
WA
41
Wealth Alliance
New York
$485K +$470K +29,589 New
CFGS
42
Concourse Financial Group Securities
Alabama
$403K +$330K +20,799 +573%
Goldman Sachs
43
Goldman Sachs
New York
$339K +$328K +20,675 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$332K -$3.05K -192 -0.9%
DAS
45
Dynamic Advisor Solutions
Arizona
$329K -$11.1K -699 -3%
ZA
46
Zazove Associates
Nevada
$302K
TIM
47
Triad Investment Management
California
$297K +$287K +18,110 New
SFS
48
Shaker Financial Services
Virginia
$289K -$762K -47,990 -73%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$268K
CBA
50
Coastal Bridge Advisors
Connecticut
$224K +$1.76K +111 +0.8%

BLW Hedge Fund Activity: Q4 2019 in Review

80 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2019, worth a combined $184M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BLW positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $5.35M. The largest seller was Private Management Group, cutting an estimated $5.11M.

  • 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2019, up from 79 in Q3 2019.
  • Funds reported $184M of BlackRock Limited Duration Income Trust stock for Q4 2019, up 13% quarter-over-quarter.
  • 14 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2019 and 12 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2019 was Bramshill Investments, an estimated $5.35M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2019 was Private Management Group, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2019.