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BlackRock Limited Duration Income Trust
BLW

74 hedge funds and large institutions have $158M invested in BlackRock Limited Duration Income Trust in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $143M → $158M (+$14.9M)

0.14% more ownership

Funds ownership: 28.99% → 29.13% (+0.14%)

4% less funds holding

Funds holding: 77 → 74 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
32
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$3.62M
2
WS
Wela Strategies
Georgia
+$801K
3
GC
Guggenheim Capital
Illinois
+$542K
4
UBS Group
UBS Group
Switzerland
+$520K
5
Bank of America
Bank of America
North Carolina
+$506K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$2.03M
2
SCM
Saba Capital Management
New York
-$1.55M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.44M
4
WAM
Wolverine Asset Management
Illinois
-$823K
5
FFA
First Foundation Advisors
California
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$152K -$28.9K -2,000 -16%
CHA
52
Carmichael Hill & Associates
Maryland
$152K – – –
FAAS
53
First Allied Advisory Services
California
$147K -$23.9K -1,653 -14%
OIA
54
Optimum Investment Advisors
Illinois
$84K – – –
QCIG
55
Quad-Cities Investment Group
Iowa
$83K +$880 +61 +1%
SSB
56
Sandy Spring Bank
Maryland
$74K – – –
US Bancorp
57
US Bancorp
Minnesota
$70K +$64.8K +4,490 +1,754%
MFW
58
Mosaic Family Wealth
Missouri
$62K – – –
CHC
59
City Holding Co
West Virginia
$37K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$37K – – –
WCM
61
WealthBridge Capital Management
Ohio
$30K -$1.83K -127 -6%
RIA
62
Realta Investment Advisors
Delaware
$23K +$22.4K +1,550 New
BWL
63
Bogart Wealth LLC
Virginia
$20K – – –
WT
64
Whittier Trust
California
$20K +$19.4K +1,346 New
LB
65
Legacy Bridge
Iowa
$19K +$18.8K +1,300 New
FHA
66
Flagship Harbor Advisors
Massachusetts
$17K +$87 +6 +0.5%
RCAG
67
Rehmann Capital Advisory Group
Michigan
$17K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$16K -$1.44M -99,679 -99%
NCM
69
Next Capital Management
New York
$12K – – –
NSIM
70
North Star Investment Management
Illinois
$7K – – –
APA
71
American Portfolios Advisors
New York
$6.1K – – –
GI
72
Gradient Investments
Minnesota
$5K – – –
CFA
73
Carroll Financial Associates
North Carolina
$4K – – –
JCM
74
Jacobi Capital Management
Pennsylvania
$2K – – –
SCM
75
Saba Capital Management
New York
– -$1.55M -116,319 Closed
1 2
3
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BLW Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2019, worth a combined $158M — up 10% from $143M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BLW and 7 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 32 added.

The largest buyer was Capital Investment Advisors, adding an estimated $3.62M. The largest seller was Curi RMB Capital, cutting an estimated $2.03M.

  • 74 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2019, down from 77 in Q4 2018.
  • Funds reported $158M of BlackRock Limited Duration Income Trust stock for Q1 2019, up 10% quarter-over-quarter.
  • 7 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2019 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2019 was Capital Investment Advisors, an estimated $3.62M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2019 was Curi RMB Capital, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2019.