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BlackRock Limited Duration Income Trust
BLW

82 hedge funds and large institutions have $145M invested in BlackRock Limited Duration Income Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

2% more capital invested

Capital invested by funds: $143M → $145M (+$2.61M)

2.34% less ownership

Funds ownership: 31.57% → 29.23% (-2.3%)

4% less funds holding

Funds holding: 85 → 82 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.92M
2
SFS
Shaker Financial Services
Virginia
+$776K
3
AAM
Advisors Asset Management
Colorado
+$763K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$564K
5
CIA
Capital Investment Advisors
Georgia
+$461K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$9.45M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.83M
3
VEA
Virtus ETF Advisers
New York
-$1.41M
4
CRC
Curi RMB Capital
Illinois
-$1.37M
5
IWM
IHT Wealth Management
Illinois
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZA
51
Zazove Associates
Nevada
$256K – – –
AA
52
AQR Arbitrage
Connecticut
$241K -$131K -9,737 -36%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$171K +$4.74K +352 +3%
CBA
54
Coastal Bridge Advisors
Connecticut
$168K +$2.95K +219 +2%
ACM
55
Alethea Capital Management
Washington
$160K – – –
MML Investors Services
56
MML Investors Services
Massachusetts
$157K +$10K +744 +7%
RCA
57
Ranch Capital Advisors
Florida
$156K +$73.7K +5,467 +110%
FAAS
58
First Allied Advisory Services
California
$156K +$151K +11,216 New
CHA
59
Carmichael Hill & Associates
Maryland
$144K – – –
RCM
60
Robinson Capital Management
Michigan
$99K +$95.7K +7,100 New
CAN
61
Cetera Advisor Networks
California
$75K +$72.1K +5,350 New
JPLA
62
Joseph P. Lucia & Associates
New York
$43K +$323 +24 +0.8%
CHC
63
City Holding Co
West Virginia
$35K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$35K – – –
PAG
65
Private Advisor Group
New Jersey
$31K +$29.6K +2,196 New
BCWM
66
Bartlett & Co Wealth Management
Ohio
$26.5K – – –
BC
67
Bartlett & Co
Ohio
$26K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$26K +$2.69K +200 +12%
BWL
69
Bogart Wealth LLC
Virginia
$20K – – –
HI
70
Hoey Investments
Pennsylvania
$19K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$15K -$312K -23,178 -96%
FHA
73
Flagship Harbor Advisors
Massachusetts
$11K -$6.04K -448 -36%
EIP
74
Ellis Investment Partners
Pennsylvania
$9K +$189 +14 +2%
NSIM
75
North Star Investment Management
Illinois
$7K – – –
1 2
3
4

BLW Hedge Fund Activity: Q2 2020 in Review

82 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2020, worth a combined $145M — up 1.8% from $143M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BLW and 8 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $3.92M. The largest seller was Saba Capital Management, cutting an estimated $9.45M.

  • 82 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2020, down from 85 in Q1 2020.
  • Funds reported $145M of BlackRock Limited Duration Income Trust stock for Q2 2020, up 1.8% quarter-over-quarter.
  • 8 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2020 and 11 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2020 was Morgan Stanley, an estimated $3.92M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2020 was Saba Capital Management, an estimated $9.45M sold.

Based on aggregated 13F filings for Q2 2020.