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BlackRock Limited Duration Income Trust
BLW

60 hedge funds and large institutions have $122M invested in BlackRock Limited Duration Income Trust in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

20% more funds holding

Funds holding: 50 → 60 (+10)

12% more capital invested

Capital invested by funds: $109M → $122M (+$13.3M)

2.81% more ownership

Funds ownership: 18.18% → 20.99% (+2.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
20
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.76M
2
RVP
Relative Value Partners
Illinois
+$4.4M
3
SG Americas Securities
SG Americas Securities
New York
+$3.56M
4
LCM
Laurion Capital Management
New York
+$1.85M
5
Wells Fargo
Wells Fargo
California
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.96M
2
SFS
Shaker Financial Services
Virginia
-$1.11M
3
DA
Doliver Advisors
Texas
-$643K
4
IAS
IMA Advisory Services
Colorado
-$578K
5
HC
Highmount Capital
New York
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
51
City Holding Co
West Virginia
$47K – – –
NPC
52
National Planning Corporation
California
$45.6K +$46.3K +2,900 New
MFS
53
MSI Financial Services
Massachusetts
$26K -$2.39K -150 -8%
US Bancorp
54
US Bancorp
Minnesota
$16K -$70.2K -4,399 -81%
AWM
55
Avior Wealth Management
Nebraska
$16K – – –
Creative Planning
56
Creative Planning
Kansas
$15K -$8.82K -553 -36%
CCA
57
Catalyst Capital Advisors
New York
$8K +$7.97K +500 New
FCCM
58
First City Capital Management
Georgia
$7.86K +$7.97K +500 New
LFR
59
Lehman Financial Resources
Pennsylvania
$3K – – –
KCM
60
Karp Capital Management
California
$2K +$2.25K +141 New
DA
61
Doliver Advisors
Texas
– -$643K -39,752 Closed
IAS
62
IMA Advisory Services
Colorado
– -$578K -35,754 Closed
HCM
63
Hollencrest Capital Management
California
– -$350K -21,650 Closed
KSCM
64
Kamunting Street Capital Management
Florida
– -$204K -12,616 Closed
WAM
65
Wolverine Asset Management
Illinois
– -$48K -2,977 Closed
EWM
66
Evercore Wealth Management
New York
– -$13K -800 Closed
1 2
3

BLW Hedge Fund Activity: Q4 2014 in Review

60 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2014, worth a combined $122M — up 12% from $109M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BLW positions and 6 closed out — a net gain of 11 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.76M. The largest seller was Saba Capital Management, cutting an estimated $2.96M.

  • 60 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2014, up from 50 in Q3 2014.
  • Funds reported $122M of BlackRock Limited Duration Income Trust stock for Q4 2014, up 12% quarter-over-quarter.
  • 17 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2014 and 6 closed out, a net change of +11 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2014 was Morgan Stanley, an estimated $8.76M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2014 was Saba Capital Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2014.