BlackRock Limited Duration Income Trust
BLW
81 hedge funds and large institutions have $174M invested in BlackRock Limited Duration Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 79 → 81 (+2)
0% more capital invested
Capital invested by funds: $173M → $174M (+$354K)
0.4% less ownership
Funds ownership: 28.66% → 28.26% (-0.4%)
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$990K |
| 2 |
Morgan Stanley
New York
|
+$807K |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
+$791K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$423K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.73M |
| 2 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$827K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$771K |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
-$593K |
| 5 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$583K |
BLW Hedge Fund Activity: Q2 2021 in Review
81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2021, worth a combined $174M — up 0.2% from $173M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BLW positions and 4 closed out — a net gain of 2 holders — while 25 added to existing stakes and 31 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $990K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.73M sold.
- 81 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2021, up from 79 in Q1 2021.
- Funds reported $174M of BlackRock Limited Duration Income Trust stock for Q2 2021, up 0.2% quarter-over-quarter.
- 6 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2021 and 4 closed out, a net change of +2 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q2 2021 was Cohen & Steers, an estimated $990K added.
- The largest BlackRock Limited Duration Income Trust seller in Q2 2021 was Shaker Financial Services, an estimated $2.73M sold.
Based on aggregated 13F filings for Q2 2021.