We are live on ! Find out more
BLW icon

BlackRock Limited Duration Income Trust
BLW

77 hedge funds and large institutions have $143M invested in BlackRock Limited Duration Income Trust in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more funds holding

Funds holding: 72 → 77 (+5)

1.54% more ownership

Funds ownership: 27.45% → 28.99% (+1.5%)

7% less capital invested

Capital invested by funds: $153M → $143M (-$10.1M)

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.83M
2
Cohen & Steers
Cohen & Steers
New York
+$2.22M
3
CRC
Curi RMB Capital
Illinois
+$1.97M
4
PMG
Private Management Group
California
+$1.87M
5
IWM
IHT Wealth Management
Illinois
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$5.3M
2
CWM
Cornerstone Wealth Management
Missouri
-$3.8M
3
Bank of America
Bank of America
North Carolina
-$2.47M
4
SFS
Shaker Financial Services
Virginia
-$1.99M
5
UBS Group
UBS Group
Switzerland
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
51
First Allied Advisory Services
California
$159K -$1.46K -103 -0.9%
ACM
52
Alethea Capital Management
Washington
$154K – – –
GA
53
Greytown Advisors
Florida
$154K +$163K +11,471 New
CHA
54
Carmichael Hill & Associates
Maryland
$138K +$146K +10,307 New
OIA
55
Optimum Investment Advisors
Illinois
$76K +$19.8K +1,400 +33%
QCIG
56
Quad-Cities Investment Group
Iowa
$74K +$1.73K +122 +2%
SSB
57
Sandy Spring Bank
Maryland
$67K – – –
MFW
58
Mosaic Family Wealth
Missouri
$56K – – –
CHC
59
City Holding Co
West Virginia
$34K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$34K +$36K +2,540 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$33K – – –
WCM
62
WealthBridge Capital Management
Ohio
$29K +$30.5K +2,155 New
BWL
63
Bogart Wealth LLC
Virginia
$18K – – –
FHA
64
Flagship Harbor Advisors
Massachusetts
$16K +$99 +7 +0.6%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$15.4K -$5.94K -419 -27%
IA
66
IFP Advisors
Florida
$12K – – –
NCM
67
Next Capital Management
New York
$11K +$11.6K +820 New
ASN
68
Advisory Services Network
Georgia
$10K – – –
MOS
69
MGO One Seven
Ohio
$8K +$8.91K +629 New
NSIM
70
North Star Investment Management
Illinois
$7K – – –
APA
71
American Portfolios Advisors
New York
$5.55K – – –
GI
72
Gradient Investments
Minnesota
$5K – – –
CFA
73
Carroll Financial Associates
North Carolina
$4K – – –
US Bancorp
74
US Bancorp
Minnesota
$3K – – –
JCM
75
Jacobi Capital Management
Pennsylvania
$2K – – –
1 2
3
4

BLW Hedge Fund Activity: Q4 2018 in Review

77 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2018, worth a combined $143M — down 6.6% from $153M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BLW positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.83M. The largest seller was Bessemer Group, exiting entirely with an estimated $5.3M sold.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2018, up from 72 in Q3 2018.
  • Funds reported $143M of BlackRock Limited Duration Income Trust stock for Q4 2018, down 6.6% quarter-over-quarter.
  • 15 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2018 and 9 closed out, a net change of +6 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2018 was Morgan Stanley, an estimated $2.83M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2018 was Bessemer Group, an estimated $5.3M sold.

Based on aggregated 13F filings for Q4 2018.