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BlackRock Limited Duration Income Trust
BLW

69 hedge funds and large institutions have $125M invested in BlackRock Limited Duration Income Trust in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 28.77% → 28.85% (+0.08%)

4% less capital invested

Capital invested by funds: $130M → $125M (-$5.13M)

9% less funds holding

Funds holding: 76 → 69 (-7)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.25M
2
AWA
Arete Wealth Advisors
Illinois
+$1.64M
3
GC
Guggenheim Capital
Illinois
+$1.51M
4
Wells Fargo
Wells Fargo
California
+$801K
5
WW
Waterfront Wealth
Kansas
+$654K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.54M
2
AAM
Advisors Asset Management
Colorado
-$749K
3
Bank of America
Bank of America
North Carolina
-$580K
4
LCM
Landscape Capital Management
New Jersey
-$421K
5
SFS
Shaker Financial Services
Virginia
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$45K – – –
SAM
52
Strategic Asset Management
Minnesota
$36K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$34K -$41.6K -3,156 -53%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$30K – – –
BC
55
Bartlett & Co
Ohio
$23K – – –
BCWM
56
Bartlett & Co Wealth Management
Ohio
$23K – – –
BWL
57
Bogart Wealth LLC
Virginia
$20K – – –
MA
58
Montag & Associates
Georgia
$17K – – –
HI
59
Hoey Investments
Pennsylvania
$16K – – –
CHC
60
City Holding Co
West Virginia
$15K – – –
APA
61
American Portfolios Advisors
New York
$8.35K – – –
RCM
62
Raleigh Capital Management
North Carolina
$8K – – –
AIM
63
Anchor Investment Management
South Carolina
$6.05K – – –
MFT
64
Moisand Fitzgerald Tamayo
Florida
$6K – – –
NSIM
65
North Star Investment Management
Illinois
$6K – – –
AF
66
Allworth Financial
California
$6K +$132 +10 +2%
HI
67
Harbour Investments
Wisconsin
$2K – – –
WWP
68
WR Wealth Planners
Missouri
$1.74K +$40 +3 +2%
JP Morgan Chase
69
JP Morgan Chase
New York
$1K -$263K -19,946 -100%
LCM
70
Landscape Capital Management
New Jersey
– -$421K -33,276 Closed
SFS
71
Shaker Financial Services
Virginia
– -$336K -26,528 Closed
WAM
72
Wolverine Asset Management
Illinois
– -$261K -20,645 Closed
OFG
73
OTA Financial Group
New York
– -$221K -17,522 Closed
FFA
74
First Foundation Advisors
California
– -$171K -13,483 Closed
ACM
75
Alethea Capital Management
Washington
– -$135K -10,666 Closed
1 2
3
4

BLW Hedge Fund Activity: Q3 2022 in Review

69 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2022, worth a combined $125M — down 4% from $130M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BLW and 5 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $4.25M. The largest seller was UBS Group, cutting an estimated $4.54M.

  • 69 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2022, down from 76 in Q2 2022.
  • Funds reported $125M of BlackRock Limited Duration Income Trust stock for Q3 2022, down 4% quarter-over-quarter.
  • 5 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2022 and 12 closed out, a net change of -7 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2022 was Morgan Stanley, an estimated $4.25M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2022 was UBS Group, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2022.