BlackRock Limited Duration Income Trust
BLW
56 hedge funds and large institutions have $125M invested in BlackRock Limited Duration Income Trust in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 14 closing their positions.
1.03% more ownership
Funds ownership: 21.35% → 22.38% (+1%)
0% less capital invested
Capital invested by funds: $126M → $125M (-$523K)
8% less funds holding
Funds holding: 61 → 56 (-5)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$7.82M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.78M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.42M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.25M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.62M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.53M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.27M |
| 4 |
Citigroup
New York
|
-$729K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$708K |
BLW Hedge Fund Activity: Q2 2015 in Review
56 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2015, worth a combined $125M — down 0.41% from $126M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BLW and 10 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 17 added.
The largest buyer was Bessemer Group, opening a new position worth an estimated $7.82M. The largest seller was Shaker Financial Services, cutting an estimated $1.62M.
- 56 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2015, down from 61 in Q1 2015.
- Funds reported $125M of BlackRock Limited Duration Income Trust stock for Q2 2015, down 0.41% quarter-over-quarter.
- 10 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2015 and 14 closed out, a net change of -4 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q2 2015 was Bessemer Group, an estimated $7.82M added.
- The largest BlackRock Limited Duration Income Trust seller in Q2 2015 was Shaker Financial Services, an estimated $1.62M sold.
Based on aggregated 13F filings for Q2 2015.