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BlackRock Limited Duration Income Trust
BLW

82 hedge funds and large institutions have $168M invested in BlackRock Limited Duration Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 81 → 82 (+1)

0.87% less ownership

Funds ownership: 28.26% → 27.39% (-0.87%)

3% less capital invested

Capital invested by funds: $174M → $168M (-$5.17M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.53M
2
OA
Oxbow Advisors
Texas
+$980K
3
KAS
Kestra Advisory Services
Texas
+$728K
4
BI
Bramshill Investments
Florida
+$702K
5
CW
CreativeOne Wealth
Kansas
+$285K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$3.41M
2
FFA
First Foundation Advisors
California
-$1.69M
3
WW
Waterfront Wealth
Kansas
-$1.09M
4
NFSG
Newbridge Financial Services Group
Florida
-$925K
5
IWM
IHT Wealth Management
Illinois
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Alethea Capital Management
Washington
$186K – – –
VVP
52
Venture Visionary Partners
Ohio
$184K +$618 +36 +0.3%
RCA
53
Ranch Capital Advisors
Florida
$140K – – –
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$129K +$129K +7,522 New
CHA
55
Carmichael Hill & Associates
Maryland
$108K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$105K – – –
CFA
57
Carroll Financial Associates
North Carolina
$74K -$8.78K -511 -10%
OIA
58
Optimum Investment Advisors
Illinois
$63K -$143K -8,300 -69%
SAM
59
Strategic Asset Management
Minnesota
$55K +$55K +3,203 New
CTC
60
Central Trust Company
Missouri
$46K +$46.4K +2,700 New
SWM
61
Spire Wealth Management
Virginia
$46K +$46.4K +2,700 New
CFA
62
Cahill Financial Advisors
Minnesota
$39K +$39.2K +2,285 New
US Bancorp
63
US Bancorp
Minnesota
$36K – – –
JPLA
64
Joseph P. Lucia & Associates
New York
$34K – – –
Citigroup
65
Citigroup
New York
$33K +$32.8K +1,911 New
BCWM
66
Bartlett & Co Wealth Management
Ohio
$32.5K – – –
AA
67
Addison Advisors
Vermont
$32K – – –
BC
68
Bartlett & Co
Ohio
$32K – – –
MA
69
Montag & Associates
Georgia
$24K – – –
HI
70
Hoey Investments
Pennsylvania
$23K – – –
CHC
71
City Holding Co
West Virginia
$22K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$13K +$1.6K +93 +13%
APA
73
American Portfolios Advisors
New York
$11.8K -$81.7K -4,754 -87%
MFT
74
Moisand Fitzgerald Tamayo
Florida
$9K – – –
NSIM
75
North Star Investment Management
Illinois
$9K – – –
1 2
3
4

BLW Hedge Fund Activity: Q3 2021 in Review

82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2021, worth a combined $168M — down 3% from $174M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BLW positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.53M. The largest seller was Capital Investment Advisors, cutting an estimated $3.41M.

  • 82 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $168M of BlackRock Limited Duration Income Trust stock for Q3 2021, down 3% quarter-over-quarter.
  • 10 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2021 was Morgan Stanley, an estimated $2.53M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2021 was Capital Investment Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2021.