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BlackRock Limited Duration Income Trust
BLW

87 hedge funds and large institutions have $170M invested in BlackRock Limited Duration Income Trust in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $148M → $170M (+$22M)

13% more funds holding

Funds holding: 77 → 87 (+10)

1.63% more ownership

Funds ownership: 27.94% → 29.56% (+1.6%)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.93M
2
KAS
Kestra Advisory Services
Texas
+$1.05M
3
AAM
Advisors Asset Management
Colorado
+$1.04M
4
BI
Bramshill Investments
Florida
+$890K
5
Cohen & Steers
Cohen & Steers
New York
+$880K

Top Sellers

Rank Fund Capital Flow
1
PCM
PenderFund Capital Management
British Columbia, Canada
-$2.29M
2
GC
Guggenheim Capital
Illinois
-$1.61M
3
MSL
Mackay Shields LLC
New York
-$778K
4
WTC
WhitTier Trust Company
Nevada
-$441K
5
KWM
Kingsview Wealth Management
Oregon
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZA
51
Zazove Associates
Nevada
$293K – – –
TIM
52
Triad Investment Management
California
$285K +$46 +3 +0%
Citigroup
53
Citigroup
New York
$269K +$255K +16,716 +10,319%
LCM
54
Landscape Capital Management
New Jersey
$261K +$250K +16,413 New
VEA
55
Virtus ETF Advisers
New York
$252K -$17.4K -1,140 -7%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$250K -$101K -6,652 -30%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$226K +$793 +52 +0.4%
AWG
58
Altus Wealth Group
Colorado
$218K +$209K +13,710 New
ACM
59
Alethea Capital Management
Washington
$183K – – –
MML Investors Services
60
MML Investors Services
Massachusetts
$168K +$3.34K +219 +2%
KWM
61
Kingsview Wealth Management
Oregon
$167K -$345K -22,636 -68%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$144K +$99.7K +6,540 +262%
RCA
63
Ranch Capital Advisors
Florida
$130K – – –
VBCG
64
Valley Brook Capital Group
Pennsylvania
$105K +$101K +6,650 New
CHA
65
Carmichael Hill & Associates
Maryland
$100K -$61K -4,000 -39%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$64K +$61K +4,000 New
SPIA
67
Steward Partners Investment Advisory
New York
$53K +$3.05K +200 +6%
JPLA
68
Joseph P. Lucia & Associates
New York
$50K +$48.2K +3,162 New
JP Morgan Chase
69
JP Morgan Chase
New York
$46K +$43.8K +2,873 New
US Bancorp
70
US Bancorp
Minnesota
$33K +$32K +2,100 New
BCWM
71
Bartlett & Co Wealth Management
Ohio
$30.4K – – –
BC
72
Bartlett & Co
Ohio
$30K – – –
OIM
73
Oder Investment Management
California
$30K +$29.6K +1,940 New
FIA
74
FNY Investment Advisers
New York
$23K +$22.9K +1,500 New
BWL
75
Bogart Wealth LLC
Virginia
$22K – – –
1 2
3
4

BLW Hedge Fund Activity: Q4 2020 in Review

87 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2020, worth a combined $170M — up 15% from $148M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BLW positions and 7 closed out — a net gain of 11 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.93M. The largest seller was PenderFund Capital Management, cutting an estimated $2.29M.

  • 87 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2020, up from 77 in Q3 2020.
  • Funds reported $170M of BlackRock Limited Duration Income Trust stock for Q4 2020, up 15% quarter-over-quarter.
  • 18 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2020 and 7 closed out, a net change of +11 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2020 was Morgan Stanley, an estimated $5.93M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2020 was PenderFund Capital Management, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2020.