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BlackRock Limited Duration Income Trust
BLW

74 hedge funds and large institutions have $158M invested in BlackRock Limited Duration Income Trust in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $143M → $158M (+$14.9M)

0.14% more ownership

Funds ownership: 28.99% → 29.13% (+0.14%)

4% less funds holding

Funds holding: 77 → 74 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
32
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$3.62M
2
WS
Wela Strategies
Georgia
+$801K
3
GC
Guggenheim Capital
Illinois
+$542K
4
UBS Group
UBS Group
Switzerland
+$520K
5
Bank of America
Bank of America
North Carolina
+$506K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$2.03M
2
SCM
Saba Capital Management
New York
-$1.55M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.44M
4
WAM
Wolverine Asset Management
Illinois
-$823K
5
FFA
First Foundation Advisors
California
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
76
Almitas Capital
California
– -$597K -44,632 Closed
WAM
77
Weiss Asset Management
Massachusetts
– -$562K -42,033 Closed
UR
78
USCA RIA
Texas
– -$356K -26,653 Closed
TRCT
79
Tower Research Capital (TRC)
New York
– -$34K -2,540 Closed
IA
80
IFP Advisors
Florida
– -$12K -902 Closed
ASN
81
Advisory Services Network
Georgia
– -$10.4K -720 Closed
MOS
82
MGO One Seven
Ohio
– -$8K -629 Closed
KCM
83
Karp Capital Management
California
– -$2K -141 Closed
1 2 3
4

BLW Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2019, worth a combined $158M — up 10% from $143M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BLW and 7 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 32 added.

The largest buyer was Capital Investment Advisors, adding an estimated $3.62M. The largest seller was Curi RMB Capital, cutting an estimated $2.03M.

  • 74 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2019, down from 77 in Q4 2018.
  • Funds reported $158M of BlackRock Limited Duration Income Trust stock for Q1 2019, up 10% quarter-over-quarter.
  • 7 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2019 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2019 was Capital Investment Advisors, an estimated $3.62M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2019 was Curi RMB Capital, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2019.