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BlackRock Limited Duration Income Trust
BLW

85 hedge funds and large institutions have $145M invested in BlackRock Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

6% more funds holding

Funds holding: 80 → 85 (+5)

1.2% more ownership

Funds ownership: 27.17% → 28.37% (+1.2%)

12% less capital invested

Capital invested by funds: $165M → $145M (-$19.7M)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
29
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.29M
2
UBS Group
UBS Group
Switzerland
+$1.75M
3
Cohen & Steers
Cohen & Steers
New York
+$1.71M
4
AWA
Arete Wealth Advisors
Illinois
+$1.5M
5
SFS
Shaker Financial Services
Virginia
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$3.97M
2
JG
Jefferies Group
New York
-$2.39M
3
Morgan Stanley
Morgan Stanley
New York
-$1.15M
4
Wells Fargo
Wells Fargo
California
-$1.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
51
Fortitude Advisory Group
Washington
$177K +$10.4K +698 +6%
WMS
52
Wealth Management Solutions
Pennsylvania
$166K -$73.3K -4,937 -30%
RJT
53
Raymond James Trust
Florida
$159K – – –
VVP
54
Venture Visionary Partners
Ohio
$156K – – –
ACM
55
Alethea Capital Management
Washington
$153K – – –
DJSG
56
D.J. St. Germain
Massachusetts
$151K – – –
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$112K +$1.38K +93 +1%
CHA
58
Carmichael Hill & Associates
Maryland
$90K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$85K +$76.4K +5,142 +655%
GWSG
60
GPS Wealth Strategies Group
Colorado
$64K +$65.9K +4,436 New
IA
61
IFP Advisors
Florida
$55K +$54.5K +3,667 New
OIA
62
Optimum Investment Advisors
Illinois
$53K – – –
SAM
63
Strategic Asset Management
Minnesota
$46K – – –
MTIC
64
Missouri Trust & Investment Company
Missouri
$45K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$36K -$53.9K -3,631 -59%
US Bancorp
66
US Bancorp
Minnesota
$30K – – –
BCWM
67
Bartlett & Co Wealth Management
Ohio
$27.2K +$28.2K +1,900 New
BC
68
Bartlett & Co
Ohio
$27K +$28.2K +1,900 New
BWL
69
Bogart Wealth LLC
Virginia
$23K +$24K +1,618 New
MA
70
Montag & Associates
Georgia
$20K – – –
HI
71
Hoey Investments
Pennsylvania
$19K – – –
CHC
72
City Holding Co
West Virginia
$18K – – –
JPLA
73
Joseph P. Lucia & Associates
New York
$10K +$10.4K +700 New
APA
74
American Portfolios Advisors
New York
$9.89K – – –
RCM
75
Raleigh Capital Management
North Carolina
$9K +$9.81K +660 New
1 2
3
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BLW Hedge Fund Activity: Q1 2022 in Review

85 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2022, worth a combined $145M — down 12% from $165M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BLW positions and 11 closed out — a net gain of 6 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.29M. The largest seller was Bramshill Investments, cutting an estimated $3.97M.

  • 85 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2022, up from 80 in Q4 2021.
  • Funds reported $145M of BlackRock Limited Duration Income Trust stock for Q1 2022, down 12% quarter-over-quarter.
  • 17 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2022 and 11 closed out, a net change of +6 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2022 was Wolverine Asset Management, an estimated $2.29M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2022 was Bramshill Investments, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2022.