We are live on ! Find out more
BLW icon

BlackRock Limited Duration Income Trust
BLW

76 hedge funds and large institutions have $151M invested in BlackRock Limited Duration Income Trust in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more funds holding

Funds holding: 75 → 76 (+1)

0.72% less ownership

Funds ownership: 26.59% → 25.87% (-0.72%)

1% less capital invested

Capital invested by funds: $153M → $151M (-$2.13M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Southport Capital Management
Tennessee
+$1.07M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.02M
3
Morgan Stanley
Morgan Stanley
New York
+$983K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$976K
5
RCM
Rivernorth Capital Management
Florida
+$974K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.39M
2
YMRC
Yorktown Management & Research Company
Virginia
-$1.62M
3
CIA
Capital Investment Advisors
Georgia
-$1.25M
4
LPL Financial
LPL Financial
California
-$1.2M
5
Wells Fargo
Wells Fargo
California
-$944K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Hollencrest Capital Management
California
$161K – – –
ACS
52
Archford Capital Strategies
Illinois
$158K +$157K +10,000 New
BCM
53
Blume Capital Management
California
$126K -$127K -8,100 -50%
SSB
54
Sandy Spring Bank
Maryland
$79K – – –
IA
55
IFP Advisors
Florida
$71K – – –
MFW
56
Mosaic Family Wealth
Missouri
$67K – – –
CHC
57
City Holding Co
West Virginia
$56K – – –
Creative Planning
58
Creative Planning
Kansas
$48K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$33K +$533 +34 +2%
SPIA
60
Steward Partners Investment Advisory
New York
$25K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$24K – – –
Citigroup
62
Citigroup
New York
$19K +$6.27K +400 +50%
MCIA
63
Mountain Capital Investment Advisors
Colorado
$18K +$18K +1,147 New
AWM
64
Avior Wealth Management
Nebraska
$16K – – –
DADC
65
D.A. Davidson & Co
Montana
$15K – – –
NSIM
66
North Star Investment Management
Illinois
$12K – – –
ASN
67
Advisory Services Network
Georgia
$9K – – –
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
PCM
69
Penserra Capital Management
California
$9K +$815 +52 +10%
US Bancorp
70
US Bancorp
Minnesota
$4K -$47K -3,000 -92%
CFA
71
Carroll Financial Associates
North Carolina
$4K – – –
TJHA
72
Thomas J. Herzfeld Advisors
Florida
$4K – – –
FANJ
73
Financial Architects (New Jersey)
New Jersey
$3K – – –
JCM
74
Jacobi Capital Management
Pennsylvania
$2K – – –
IWM
75
IHT Wealth Management
Illinois
$14 +$7.46K +476 +95%
1 2
3
4

BLW Hedge Fund Activity: Q2 2017 in Review

76 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2017, worth a combined $151M — down 1.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BLW positions and 5 closed out — a net gain of 1 holder — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Southport Capital Management, opening a new position worth an estimated $1.07M. The largest seller was Guggenheim Capital, cutting an estimated $2.39M.

  • 76 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2017, up from 75 in Q1 2017.
  • Funds reported $151M of BlackRock Limited Duration Income Trust stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 6 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2017 and 5 closed out, a net change of +1 holder.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2017 was Southport Capital Management, an estimated $1.07M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2017 was Guggenheim Capital, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2017.