BlackRock Limited Duration Income Trust
BLW
69 hedge funds and large institutions have $148M invested in BlackRock Limited Duration Income Trust in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 11 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
0.26% more ownership
Funds ownership: 26.17% → 26.43% (+0.26%)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1% less capital invested
Capital invested by funds: $150M → $148M (-$1.88M)
4% less funds holding
Funds holding: 72 → 69 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.78M |
| 2 |
Morgan Stanley
New York
|
+$3.4M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.18M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$816K |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$801K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.36M |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$3.15M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.46M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.16M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
76
MUFG Americas
New York
| – | -$23K | -1,482 | Closed |
|
|
IWMPD
77
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$20K | -1,300 | Closed |
|
|
WIC
78
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$17K | -1,064 | Closed |
|
79
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$4K | -250 | Closed |
|
|
LNB
80
Ledyard National Bank
| – | +$30 | +2 | New |
|
BLW Hedge Fund Activity: Q4 2016 in Review
69 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2016, worth a combined $148M — down 1.3% from $150M a quarter earlier.
Fund positioning in BLW was balanced in Q4 2016: 11 funds opened new positions, 11 closed out, 24 added to existing stakes and 14 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $3.78M. The largest seller was Wells Fargo, cutting an estimated $4.36M.
- 69 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2016, down from 72 in Q3 2016.
- Funds reported $148M of BlackRock Limited Duration Income Trust stock for Q4 2016, down 1.3% quarter-over-quarter.
- 11 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2016 and 11 closed out, a net change of 0 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q4 2016 was Rivernorth Capital Management, an estimated $3.78M added.
- The largest BlackRock Limited Duration Income Trust seller in Q4 2016 was Wells Fargo, an estimated $4.36M sold.
Based on aggregated 13F filings for Q4 2016.