We are live on ! Find out more
BLW icon

BlackRock Limited Duration Income Trust

78 hedge funds and large institutions have $151M invested in BlackRock Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% less ownership

Funds ownership: 30.69%30.3% (-0.39%)

2% less capital invested

Capital invested by funds: $153M → $151M (-$2.35M)

3% less funds holding

Funds holding: 8078 (-2)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$184K +$3.2K +233 +2%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$183K +$6.2K +452 +4%
VVP
53
Venture Visionary Partners
Ohio
$162K -$27 -2 -0%
SIC
54
Samalin Investment Counsel
New York
$155K +$10K +731 +7%
AWG
55
Altus Wealth Group
Colorado
$147K -$1.55K -113 -1%
PFS
56
Prospera Financial Services
Texas
$145K +$142K +10,359 New
RJT
57
Raymond James Trust
Florida
$143K
CA
58
CoreCap Advisors
Michigan
$85.7K +$32.3K +2,350 +62%
HCM
59
Hollencrest Capital Management
California
$48.9K
CFB
60
Cullen/Frost Bankers
Texas
$48.7K
OLVIG
61
Oliver Lagore Vanvalin Investment Group
Michigan
$46.1K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$36.3K -$12.9K -940 -27%
LIA
63
Luken Investment Analytics
Tennessee
$34.9K +$34.3K +2,500 New
IA
64
IFP Advisors
Florida
$31.4K +$618 +45 +2%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$26.5K
BWL
66
Bogart Wealth LLC
Virginia
$22.6K
ATPW
67
Ashton Thomas Private Wealth
Arizona
$22.3K +$22K +1,600 New
MA
68
Montag & Associates
Georgia
$19.7K
MTIC
69
Missouri Trust & Investment Company
Missouri
$13.1K +$288 +21 +2%
AF
70
Allworth Financial
California
$7.49K +$178 +13 +2%
FCA
71
FinTrust Capital Advisors
South Carolina
$7.47K
MFT
72
Moisand Fitzgerald Tamayo
Florida
$6.98K
NSIM
73
North Star Investment Management
Illinois
$6.98K
SPIA
74
Steward Partners Investment Advisory
New York
$4.54K -$15.1K -1,100 -77%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$4.4K +$4.32K +315 New

BLW Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2024, worth a combined $151M — down 1.5% from $153M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BLW and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $1.91M. The largest seller was Guggenheim Capital, cutting an estimated $1.75M.

  • 78 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2024, down from 80 in Q1 2024.
  • Funds reported $151M of BlackRock Limited Duration Income Trust stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 7 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2024 and 8 closed out, a net change of -1 holder.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.91M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2024 was Guggenheim Capital, an estimated $1.75M sold.

Based on aggregated 13F filings for Q2 2024.