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BlackRock Limited Duration Income Trust
BLW

85 hedge funds and large institutions have $221M invested in BlackRock Limited Duration Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

53% more capital invested

Capital invested by funds: $144M → $221M (+$76.2M)

18% more funds holding

Funds holding: 72 → 85 (+13)

12.81% more ownership

Funds ownership: 31.42% → 44.23% (+13%)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$58.1M
2
GA
GraniteShares Advisors
New York
+$1.39M
3
JFG
Jefferies Financial Group
New York
+$961K
4
VAM
Verity Asset Management
North Carolina
+$695K
5
LCM
Landscape Capital Management
New Jersey
+$590K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$3.45M
2
Wells Fargo
Wells Fargo
California
-$617K
3
Osaic Holdings
Osaic Holdings
Arizona
-$456K
4
CIA
Capital Investment Advisors
Georgia
-$396K
5
SFS
Shaker Financial Services
Virginia
-$354K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$193K +$180K +13,794 New
FAG
52
Fortitude Advisory Group
Washington
$178K – – –
VVP
53
Venture Visionary Partners
Ohio
$162K +$26 +2 +0%
MML Investors Services
54
MML Investors Services
Massachusetts
$150K -$12K -918 -8%
AWG
55
Altus Wealth Group
Colorado
$150K -$16.9K -1,296 -11%
RJT
56
Raymond James Trust
Florida
$144K – – –
SIC
57
Samalin Investment Counsel
New York
$142K -$1.25K -96 -0.9%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$140K +$131K +10,032 New
JP Morgan Chase
59
JP Morgan Chase
New York
$131K +$122K +9,361 New
SPIA
60
Steward Partners Investment Advisory
New York
$62.7K +$39.9K +3,061 +215%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$55.8K – – –
HCM
62
Hollencrest Capital Management
California
$48.9K – – –
CFB
63
Cullen/Frost Bankers
Texas
$48.8K – – –
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$46.1K – – –
ASN
65
Advisory Services Network
Georgia
$32.9K +$30.6K +2,352 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$30.8K +$28.7K +2,203 New
IA
67
IFP Advisors
Florida
$30.2K +$768 +59 +3%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$28K -$26K -2,000 -50%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$26.2K – – –
BC
70
Bartlett & Co
Ohio
$26K – – –
BWL
71
Bogart Wealth LLC
Virginia
$22.6K – – –
GWSG
72
GPS Wealth Strategies Group
Colorado
$21K – – –
MA
73
Montag & Associates
Georgia
$19.7K – – –
BWM
74
Baystate Wealth Management
Massachusetts
$14.2K +$13.2K +1,016 New
OIA
75
Optimum Investment Advisors
Illinois
$14K – – –
1 2
3
4

BLW Hedge Fund Activity: Q4 2023 in Review

85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2023, worth a combined $221M — up 53% from $144M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BLW positions and 2 closed out — a net gain of 14 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.1M. The largest seller was Bramshill Investments, cutting an estimated $3.45M.

  • 85 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $221M of BlackRock Limited Duration Income Trust stock for Q4 2023, up 53% quarter-over-quarter.
  • 16 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2023 and 2 closed out, a net change of +14 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $58.1M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2023 was Bramshill Investments, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2023.