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BlackRock Limited Duration Income Trust
BLW

76 hedge funds and large institutions have $154M invested in BlackRock Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

1.13% more ownership

Funds ownership: 29.44% → 30.57% (+1.1%)

1% more capital invested

Capital invested by funds: $152M → $154M (+$2.07M)

1% less funds holding

Funds holding: 77 → 76 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
29
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.11M
2
FA
Fountainhead AM
New Jersey
+$535K
3
Invesco
Invesco
Georgia
+$460K
4
Wells Fargo
Wells Fargo
California
+$354K
5
UBS Group
UBS Group
Switzerland
+$324K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$527K
2
NS
NBC Securities
Alabama
-$408K
3
LA
LM Advisors
California
-$215K
4
WW
Waterfront Wealth
Kansas
-$192K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
26
Virtus ETF Advisers
New York
$725K +$116K +8,094 +19%
NA
27
NewEdge Advisors
Louisiana
$658K +$1K +70 +0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$647K -$148K -10,387 -18%
BPAMU
29
BTG Pactual Asset Management US
New York
$615K -$4.01K -281 -0.6%
OCM
30
Orleans Capital Management
Louisiana
$579K -$14.3K -1,000 -2%
Comerica Bank
31
Comerica Bank
Texas
$549K +$66K +4,617 +13%
WW
32
Waterfront Wealth
Kansas
$545K -$192K -13,460 -26%
FA
33
Fountainhead AM
New Jersey
$529K +$535K +37,462 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$519K -$49.9K -3,496 -9%
CPRC
35
Consolidated Portfolio Review Corp
New York
$392K +$4.16K +291 +1%
PCM
36
Pointe Capital Management
Michigan
$375K -$1.43K -100 -0.4%
SRC
37
Shufro Rose & Co
New York
$366K – – –
US Bancorp
38
US Bancorp
Minnesota
$281K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$264K -$30.8K -2,155 -10%
Ameriprise
40
Ameriprise
Minnesota
$249K -$20K -1,402 -7%
Stifel Financial
41
Stifel Financial
Missouri
$226K +$5.17K +362 +2%
MML Investors Services
42
MML Investors Services
Massachusetts
$219K +$6.71K +470 +3%
CIA
43
Concurrent Investment Advisors
Florida
$219K +$6.43K +450 +3%
AAS
44
Annex Advisory Services
Wisconsin
$218K – – –
MCM
45
MAI Capital Management
Ohio
$216K +$218K +15,268 New
FAG
46
Fortitude Advisory Group
Washington
$210K – – –
PMG
47
ProVise Management Group
Florida
$202K +$7.86K +550 +4%
PFS
48
Prospera Financial Services
Texas
$199K +$25K +1,749 +14%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$192K +$6.24K +437 +3%
BPA
50
Beacon Pointe Advisors
California
$190K – – –
1
2
3 4

BLW Hedge Fund Activity: Q4 2024 in Review

76 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2024, worth a combined $154M — up 1.4% from $152M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BLW positions and 4 closed out — a net gain of 4 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $527K.

  • 76 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2024, down from 77 in Q3 2024.
  • Funds reported $154M of BlackRock Limited Duration Income Trust stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 8 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2024 was Guggenheim Capital, an estimated $2.11M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2024 was Morgan Stanley, an estimated $527K sold.

Based on aggregated 13F filings for Q4 2024.