BlackRock Limited Duration Income Trust
BLW
85 hedge funds and large institutions have $145M invested in BlackRock Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
6% more funds holding
Funds holding: 80 → 85 (+5)
1.2% more ownership
Funds ownership: 27.17% → 28.37% (+1.2%)
12% less capital invested
Capital invested by funds: $165M → $145M (-$19.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.75M |
| 3 |
Cohen & Steers
New York
|
+$1.71M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.5M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$3.97M |
| 2 |
JG
Jefferies Group
New York
|
-$2.39M |
| 3 |
Morgan Stanley
New York
|
-$1.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$386K |
BLW Hedge Fund Activity: Q1 2022 in Review
85 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2022, worth a combined $145M — down 12% from $165M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BLW positions and 11 closed out — a net gain of 6 holders — while 29 added to existing stakes and 20 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.29M. The largest seller was Bramshill Investments, cutting an estimated $3.97M.
- 85 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2022, up from 80 in Q4 2021.
- Funds reported $145M of BlackRock Limited Duration Income Trust stock for Q1 2022, down 12% quarter-over-quarter.
- 17 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2022 and 11 closed out, a net change of +6 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2022 was Wolverine Asset Management, an estimated $2.29M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2022 was Bramshill Investments, an estimated $3.97M sold.
Based on aggregated 13F filings for Q1 2022.