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BlackRock Limited Duration Income Trust
BLW

85 hedge funds and large institutions have $221M invested in BlackRock Limited Duration Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

53% more capital invested

Capital invested by funds: $144M → $221M (+$76.2M)

18% more funds holding

Funds holding: 72 → 85 (+13)

12.81% more ownership

Funds ownership: 31.42% → 44.23% (+13%)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$58.1M
2
GA
GraniteShares Advisors
New York
+$1.39M
3
JFG
Jefferies Financial Group
New York
+$961K
4
VAM
Verity Asset Management
North Carolina
+$695K
5
LCM
Landscape Capital Management
New Jersey
+$590K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$3.45M
2
Wells Fargo
Wells Fargo
California
-$617K
3
Osaic Holdings
Osaic Holdings
Arizona
-$456K
4
CIA
Capital Investment Advisors
Georgia
-$396K
5
SFS
Shaker Financial Services
Virginia
-$354K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$838K +$178K +13,650 +29%
WA
27
Wealth Alliance
New York
$756K -$9.22K -708 -1%
VAM
28
Verity Asset Management
North Carolina
$747K +$695K +53,412 New
GA
29
Greytown Advisors
Florida
$718K -$46.8K -3,594 -7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$648K +$15.3K +1,175 +3%
LCM
31
Landscape Capital Management
New Jersey
$634K +$590K +45,328 New
RJA
32
Raymond James & Associates
Florida
$609K -$30.7K -2,359 -5%
CAN
33
Cetera Advisor Networks
California
$561K +$48.5K +3,722 +10%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$559K +$8.93K +686 +2%
Comerica Bank
35
Comerica Bank
Texas
$475K -$29.2K -2,243 -6%
VEA
36
Virtus ETF Advisers
New York
$467K -$165K -12,661 -27%
NS
37
NBC Securities
Alabama
$446K -$26.4K -2,026 -6%
CPRC
38
Consolidated Portfolio Review Corp
New York
$383K +$356K +27,366 New
PCM
39
Pointe Capital Management
Michigan
$373K +$9.11K +700 +3%
KAS
40
Kestra Advisory Services
Texas
$354K +$329K +25,292 New
Stifel Financial
41
Stifel Financial
Missouri
$292K -$13.3K -1,021 -5%
US Bancorp
42
US Bancorp
Minnesota
$278K +$259K +19,900 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$277K -$7.92K -608 -3%
LA
44
LM Advisors
California
$256K +$239K +18,327 New
PMG
45
ProVise Management Group
Florida
$215K -$22.2K -1,707 -10%
Nomura Holdings
46
Nomura Holdings
Japan
$211K +$196K +15,082 New
BPA
47
Beacon Pointe Advisors
California
$211K – – –
Ameriprise
48
Ameriprise
Minnesota
$205K -$22.1K -1,695 -10%
CHA
49
Carmichael Hill & Associates
Maryland
$203K +$13.7K +1,054 +8%
AWS
50
Atria Wealth Solutions
New York
$199K -$23.7K -1,820 -11%
1
2
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BLW Hedge Fund Activity: Q4 2023 in Review

85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2023, worth a combined $221M — up 53% from $144M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BLW positions and 2 closed out — a net gain of 14 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.1M. The largest seller was Bramshill Investments, cutting an estimated $3.45M.

  • 85 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $221M of BlackRock Limited Duration Income Trust stock for Q4 2023, up 53% quarter-over-quarter.
  • 16 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2023 and 2 closed out, a net change of +14 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $58.1M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2023 was Bramshill Investments, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2023.