BlackRock Limited Duration Income Trust
BLW
75 hedge funds and large institutions have $153M invested in BlackRock Limited Duration Income Trust in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
9% more funds holding
Funds holding: 69 → 75 (+6)
3% more capital invested
Capital invested by funds: $148M → $153M (+$4.8M)
0.16% more ownership
Funds ownership: 26.43% → 26.59% (+0.16%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.93M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.32M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$896K |
| 4 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
+$757K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$622K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$1.78M |
| 2 |
Morgan Stanley
New York
|
-$1.52M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.15M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$852K |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$828K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
76
First Allied Advisory Services
San Diego,
California
| – | -$182K | -11,968 | Closed |
|
77
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$179K | -11,773 | Closed |
|
BLW Hedge Fund Activity: Q1 2017 in Review
75 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2017, worth a combined $153M — up 3.2% from $148M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BLW positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.93M. The largest seller was Relative Value Partners Group, cutting an estimated $1.78M.
- 75 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2017, up from 69 in Q4 2016.
- Funds reported $153M of BlackRock Limited Duration Income Trust stock for Q1 2017, up 3.2% quarter-over-quarter.
- 10 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2017 and 3 closed out, a net change of +7 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2017 was Guggenheim Capital, an estimated $1.93M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2017 was Relative Value Partners Group, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2017.