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BlackRock Limited Duration Income Trust
BLW

80 hedge funds and large institutions have $165M invested in BlackRock Limited Duration Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 27.39% → 27.17% (-0.22%)

2% less capital invested

Capital invested by funds: $168M → $165M (-$3.6M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 82 → 80 (-2)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.12M
2
Wells Fargo
Wells Fargo
California
+$1.46M
3
NA
NewEdge Advisors
Louisiana
+$906K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$613K
5
BI
Bramshill Investments
Florida
+$425K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.74M
2
SIA
SeaBridge Investment Advisors
New Jersey
-$1.39M
3
GC
Guggenheim Capital
Illinois
-$1.22M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$835K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
51
Commerce Bank
Missouri
$192K – – –
RJT
52
Raymond James Trust
Florida
$187K – – –
VVP
53
Venture Visionary Partners
Ohio
$183K +$2.14K +126 +1%
ACM
54
Alethea Capital Management
Washington
$180K -$3.48K -205 -2%
DJSG
55
D.J. St. Germain
Massachusetts
$177K -$178K -10,500 -50%
CWS
56
Confluence Wealth Services
Pennsylvania
$145K +$147K +8,655 New
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$130K +$2.87K +169 +2%
CHA
58
Carmichael Hill & Associates
Maryland
$106K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$103K – – –
OIA
60
Optimum Investment Advisors
Illinois
$62K – – –
SAM
61
Strategic Asset Management
Minnesota
$54K – – –
MTIC
62
Missouri Trust & Investment Company
Missouri
$53K +$53.5K +3,150 New
SWM
63
Spire Wealth Management
Virginia
$49K +$3.4K +200 +7%
US Bancorp
64
US Bancorp
Minnesota
$35K – – –
AA
65
Addison Advisors
Vermont
$31K – – –
MA
66
Montag & Associates
Georgia
$24K – – –
HI
67
Hoey Investments
Pennsylvania
$23K – – –
CA
68
CoreCap Advisors
Michigan
$22K +$22.1K +1,300 New
CHC
69
City Holding Co
West Virginia
$18K – – –
WPA
70
West Paces Advisors
Georgia
$16.9K +$17K +1,000 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
GI
72
Gradient Investments
Minnesota
$12K +$6.13K +361 +106%
APA
73
American Portfolios Advisors
New York
$11.6K – – –
AIM
74
Anchor Investment Management
South Carolina
$8.43K – – –
CFGS
75
Concourse Financial Group Securities
Alabama
$8K – – –
1 2
3
4

BLW Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2021, worth a combined $165M — down 2.1% from $168M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BLW and 12 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $2.12M. The largest seller was UBS Group, cutting an estimated $2.74M.

  • 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2021, down from 82 in Q3 2021.
  • Funds reported $165M of BlackRock Limited Duration Income Trust stock for Q4 2021, down 2.1% quarter-over-quarter.
  • 12 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2021 and 13 closed out, a net change of -1 holder.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2021 was Morgan Stanley, an estimated $2.12M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2021 was UBS Group, an estimated $2.74M sold.

Based on aggregated 13F filings for Q4 2021.