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BlackRock Limited Duration Income Trust
BLW

72 hedge funds and large institutions have $136M invested in BlackRock Limited Duration Income Trust in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $125M → $136M (+$10.9M)

4% more funds holding

Funds holding: 69 → 72 (+3)

0.19% more ownership

Funds ownership: 28.85% → 29.04% (+0.19%)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.05M
2
BI
Bramshill Investments
Florida
+$2.44M
3
GC
Guggenheim Capital
Illinois
+$910K
4
Wells Fargo
Wells Fargo
California
+$897K
5
WW
Waterfront Wealth
Kansas
+$301K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$2.06M
2
AWA
Arete Wealth Advisors
Illinois
-$1.5M
3
UBS Group
UBS Group
Switzerland
-$1.14M
4
OA
Oxbow Advisors
Texas
-$930K
5
Invesco
Invesco
Georgia
-$891K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$569K -$3.18K -250 -0.6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$553K -$43.5K -3,418 -7%
PCM
28
Pointe Capital Management
Michigan
$521K -$37.2K -2,925 -7%
OA
29
Oxbow Advisors
Texas
$459K -$930K -73,120 -68%
VEA
30
Virtus ETF Advisers
New York
$374K -$51.4K -4,040 -12%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$361K +$59.4K +4,667 +20%
Stifel Financial
32
Stifel Financial
Missouri
$297K -$12.8K -1,009 -4%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$261K -$18.9K -1,489 -7%
WAM
34
Weiss Asset Management
Massachusetts
$246K +$239K +18,792 New
PMG
35
ProVise Management Group
Florida
$233K -$59K -4,636 -21%
MCC
36
Money Concepts Capital
Florida
$221K +$215K +16,886 New
CAN
37
Cetera Advisor Networks
California
$216K +$210K +16,500 New
SIC
38
Samalin Investment Counsel
New York
$210K +$205K +16,085 New
HighTower Advisors
39
HighTower Advisors
Illinois
$184K -$4.53K -356 -2%
V
40
Veritable
Delaware
$170K +$165K +13,000 New
CHA
41
Carmichael Hill & Associates
Maryland
$169K +$16.2K +1,270 +11%
FAG
42
Fortitude Advisory Group
Washington
$161K – – –
AWG
43
Altus Wealth Group
Colorado
$157K -$19.5K -1,532 -11%
TIM
44
Triad Investment Management
California
$151K – – –
AWS
45
Atria Wealth Solutions
New York
$147K -$206K -16,165 -59%
MML Investors Services
46
MML Investors Services
Massachusetts
$147K -$115K -9,072 -45%
RJT
47
Raymond James Trust
Florida
$134K -$33.7K -2,647 -21%
SPIA
48
Steward Partners Investment Advisory
New York
$118K – – –
Lazard Asset Management
49
Lazard Asset Management
New York
$112K – – –
OIA
50
Optimum Investment Advisors
Illinois
$48.4K – – –
1
2
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BLW Hedge Fund Activity: Q4 2022 in Review

72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2022, worth a combined $136M — up 8.7% from $125M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BLW positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.05M. The largest seller was Cohen & Steers, cutting an estimated $2.06M.

  • 72 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $136M of BlackRock Limited Duration Income Trust stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 13 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2022 and 7 closed out, a net change of +6 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2022 was Morgan Stanley, an estimated $4.05M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2022 was Cohen & Steers, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2022.