BlackRock Limited Duration Income Trust
BLW
49 hedge funds and large institutions have $103M invested in BlackRock Limited Duration Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
11% more funds holding
Funds holding: 44 → 49 (+5)
6% more capital invested
Capital invested by funds: $97.7M → $103M (+$5.56M)
0.85% more ownership
Funds ownership: 15.43% → 16.28% (+0.85%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Highmount Capital
New York
|
+$3.95M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.32M |
| 3 |
Citigroup
New York
|
+$626K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$567K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$792K |
| 2 |
Morgan Stanley
New York
|
-$723K |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$378K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$349K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$276K |
BLW Hedge Fund Activity: Q1 2014 in Review
49 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2014, worth a combined $103M — up 5.7% from $97.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BLW positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Highmount Capital, opening a new position worth an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $792K.
- 49 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2014, up from 44 in Q4 2013.
- Funds reported $103M of BlackRock Limited Duration Income Trust stock for Q1 2014, up 5.7% quarter-over-quarter.
- 9 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2014 and 4 closed out, a net change of +5 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2014 was Highmount Capital, an estimated $3.95M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2014 was Bank of America, an estimated $792K sold.
Based on aggregated 13F filings for Q1 2014.