BlackRock Limited Duration Income Trust
BLW
76 hedge funds and large institutions have $154M invested in BlackRock Limited Duration Income Trust in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 7 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 74 → 76 (+2)
0.63% more ownership
Funds ownership: 29.13% → 29.76% (+0.63%)
3% less capital invested
Capital invested by funds: $158M → $154M (-$4.57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.2M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.16M |
| 3 |
Cohen & Steers
New York
|
+$802K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$722K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$677K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$1.86M |
| 2 |
Morgan Stanley
New York
|
-$1.28M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$900K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$654K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$498K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRC
76
Curi RMB Capital
Chicago,
Illinois
| – | -$280K | -19,069 | Closed |
|
|
FIA
77
FNY Investment Advisers
New York
| – | -$183K | -12,480 | Closed |
|
|
SWM
78
SeaCrest Wealth Management
Purchase,
New York
| – | -$152K | -10,339 | Closed |
|
|
FAAS
79
First Allied Advisory Services
San Diego,
California
| – | -$147K | -10,140 | Closed |
|
|
MFW
80
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$62K | -4,219 | Closed |
|
|
WCM
81
WealthBridge Capital Management
Westerville,
Ohio
| – | -$30K | -2,028 | Closed |
|
|
NSIM
82
North Star Investment Management
Chicago,
Illinois
| – | -$7K | -500 | Closed |
|
83
Citigroup
New York
| – | +$178 | +12 | New |
|
BLW Hedge Fund Activity: Q2 2019 in Review
76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2019, worth a combined $154M — down 2.9% from $158M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BLW positions and 7 closed out — a net gain of 3 holders — while 29 added to existing stakes and 20 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $1.2M. The largest seller was Relative Value Partners Group, cutting an estimated $1.86M.
- 76 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2019, up from 74 in Q1 2019.
- Funds reported $154M of BlackRock Limited Duration Income Trust stock for Q2 2019, down 2.9% quarter-over-quarter.
- 10 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2019 and 7 closed out, a net change of +3 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q2 2019 was Baird Financial Group, an estimated $1.2M added.
- The largest BlackRock Limited Duration Income Trust seller in Q2 2019 was Relative Value Partners Group, an estimated $1.86M sold.
Based on aggregated 13F filings for Q2 2019.