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BlackRock Limited Duration Income Trust
BLW

85 hedge funds and large institutions have $143M invested in BlackRock Limited Duration Income Trust in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

6% more funds holding

Funds holding: 80 → 85 (+5)

0.39% more ownership

Funds ownership: 31.18% → 31.57% (+0.39%)

22% less capital invested

Capital invested by funds: $184M → $143M (-$41.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
26
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$13.3M
2
PCM
PenderFund Capital Management
British Columbia, Canada
+$4.53M
3
JG
Jefferies Group
New York
+$2.03M
4
SFS
Shaker Financial Services
Virginia
+$1.83M
5
CRC
Curi RMB Capital
Illinois
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.29M
2
PMG
Private Management Group
California
-$4.27M
3
CIA
Capital Investment Advisors
Georgia
-$3.67M
4
Stifel Financial
Stifel Financial
Missouri
-$2.67M
5
Wells Fargo
Wells Fargo
California
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.24M +$157K +10,380 +12%
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$1.17M -$13.6K -901 -1%
LPL Financial
28
LPL Financial
California
$1.09M -$54.7K -3,623 -4%
RCM
29
Rivernorth Capital Management
Florida
$1.08M +$1.3M +85,914 New
Ameriprise
30
Ameriprise
Minnesota
$939K +$81.8K +5,420 +8%
Stifel Financial
31
Stifel Financial
Missouri
$887K -$2.67M -177,193 -72%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$866K -$18.9K -1,252 -2%
OA
33
Oxbow Advisors
Texas
$755K -$30.1K -1,998 -3%
Goldman Sachs
34
Goldman Sachs
New York
$696K +$521K +34,500 +167%
WAM
35
Wolverine Asset Management
Illinois
$679K +$812K +53,820 New
TIM
36
Triad Investment Management
California
$667K +$524K +34,754 +192%
RVPG
37
Relative Value Partners Group
$642K +$768K +50,905 New
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$615K +$62K +4,110 +9%
LCM
39
Landscape Capital Management
New Jersey
$577K +$690K +45,699 New
PMG
40
ProVise Management Group
Florida
$518K -$22.6K -1,500 -4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$510K +$609K +40,378 New
OIA
42
Optimum Investment Advisors
Illinois
$473K – – –
PAS
43
Park Avenue Securities
New York
$464K +$554K +36,747 New
SC
44
Stolper & Co
Oklahoma
$423K +$505K +33,493 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$420K -$73.8K -4,892 -13%
WA
46
Wealth Alliance
New York
$391K +$20.6K +1,363 +5%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$375K +$142K +9,400 +46%
AA
48
AQR Arbitrage
Connecticut
$341K +$408K +27,007 New
CFGS
49
Concourse Financial Group Securities
Alabama
$306K -$2.9K -192 -0.8%
PCM
50
Prelude Capital Management
New York
$290K +$347K +23,000 New
1
2
3 4

BLW Hedge Fund Activity: Q1 2020 in Review

85 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2020, worth a combined $143M — down 22% from $184M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BLW positions and 11 closed out — a net gain of 8 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $13.3M. The largest seller was UBS Group, cutting an estimated $6.29M.

  • 85 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2020, up from 80 in Q4 2019.
  • Funds reported $143M of BlackRock Limited Duration Income Trust stock for Q1 2020, down 22% quarter-over-quarter.
  • 19 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2020 and 11 closed out, a net change of +8 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2020 was Saba Capital Management, an estimated $13.3M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2020 was UBS Group, an estimated $6.29M sold.

Based on aggregated 13F filings for Q1 2020.