BlackRock Limited Duration Income Trust
BLW
82 hedge funds and large institutions have $145M invested in BlackRock Limited Duration Income Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 11 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 27
2% more capital invested
Capital invested by funds: $143M → $145M (+$2.61M)
2.34% less ownership
Funds ownership: 31.57% → 29.23% (-2.3%)
4% less funds holding
Funds holding: 85 → 82 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.92M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$776K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$763K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$564K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$9.45M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.83M |
| 3 |
VEA
Virtus ETF Advisers
New York
|
-$1.41M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.37M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.25M |
BLW Hedge Fund Activity: Q2 2020 in Review
82 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2020, worth a combined $145M — up 1.8% from $143M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BLW and 8 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 30 added.
The largest buyer was Morgan Stanley, adding an estimated $3.92M. The largest seller was Saba Capital Management, cutting an estimated $9.45M.
- 82 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2020, down from 85 in Q1 2020.
- Funds reported $145M of BlackRock Limited Duration Income Trust stock for Q2 2020, up 1.8% quarter-over-quarter.
- 8 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2020 and 11 closed out, a net change of -3 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q2 2020 was Morgan Stanley, an estimated $3.92M added.
- The largest BlackRock Limited Duration Income Trust seller in Q2 2020 was Saba Capital Management, an estimated $9.45M sold.
Based on aggregated 13F filings for Q2 2020.