BlackRock Limited Duration Income Trust
BLW
80 hedge funds and large institutions have $153M invested in BlackRock Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 12 closing their positions.
6% less funds holding
Funds holding: 85 → 80 (-5)
13.54% less ownership
Funds ownership: 44.23% → 30.69% (-14%)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
30% less capital invested
Capital invested by funds: $221M → $153M (-$67.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$709K |
| 2 |
LPL Financial
San Diego,
California
|
+$648K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$374K |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
+$359K |
| 5 |
HF
HRT Financial
New York
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$59.9M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
-$3.86M |
| 3 |
FFP
FourThought Financial Partners
Venice,
Florida
|
-$1.24M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.23M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$924K |
BLW Hedge Fund Activity: Q1 2024 in Review
80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2024, worth a combined $153M — down 30% from $221M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BLW and 9 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 23 added.
The largest buyer was Jane Street, opening a new position worth an estimated $709K. The largest seller was Morgan Stanley, cutting an estimated $59.9M.
- 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2024, down from 85 in Q4 2023.
- Funds reported $153M of BlackRock Limited Duration Income Trust stock for Q1 2024, down 30% quarter-over-quarter.
- 9 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2024 and 12 closed out, a net change of -3 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2024 was Jane Street, an estimated $709K added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.
Based on aggregated 13F filings for Q1 2024.