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BlackRock Limited Duration Income Trust
BLW

80 hedge funds and large institutions have $184M invested in BlackRock Limited Duration Income Trust in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

13% more capital invested

Capital invested by funds: $163M → $184M (+$21.4M)

1.79% more ownership

Funds ownership: 29.39% → 31.18% (+1.8%)

1% more funds holding

Funds holding: 79 → 80 (+1)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
23
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$5.35M
2
PCM
Penserra Capital Management
California
+$4.32M
3
Wells Fargo
Wells Fargo
California
+$4.22M
4
Millennium Management
Millennium Management
New York
+$2.3M
5
UBS Group
UBS Group
Switzerland
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
PMG
Private Management Group
California
-$5.11M
2
RVPG
Relative Value Partners Group
-$3.11M
3
LCM
Landscape Capital Management
New Jersey
-$1.12M
4
Invesco
Invesco
Georgia
-$765K
5
SFS
Shaker Financial Services
Virginia
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
76
Gradient Investments
Minnesota
$6K – – –
EWM
77
EPG Wealth Management
Georgia
$6K +$5.87K +370 New
PA
78
Procyon Advisors
Connecticut
$5K +$4.76K +300 New
Citigroup
79
Citigroup
New York
$3K – – –
JCM
80
Jacobi Capital Management
Pennsylvania
$2K – – –
RVPG
81
Relative Value Partners Group
– -$3.11M -198,811 Closed
RCM
82
Rivernorth Capital Management
Florida
– -$2.81K -179,741 Closed
LCM
83
Landscape Capital Management
New Jersey
– -$1.12M -71,805 Closed
PPA
84
Parametric Portfolio Associates
Washington
– -$595K -38,072 Closed
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
– -$408K -26,110 Closed
PAS
86
Park Avenue Securities
New York
– -$335K -21,421 Closed
OC
87
Oppenheimer & Co
New York
– -$165K -10,531 Closed
TJHA
88
Thomas J. Herzfeld Advisors
Florida
– -$100K -6,424 Closed
QCIG
89
Quad-Cities Investment Group
Iowa
– -$90K -5,793 Closed
AF
90
Advisornet Financial
Minnesota
– -$20K -1,275 Closed
BFEC
91
Benjamin F. Edwards & Company
Missouri
– -$16K -1,000 Closed
NCM
92
Next Capital Management
New York
– -$13K -820 Closed
1 2 3
4

BLW Hedge Fund Activity: Q4 2019 in Review

80 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2019, worth a combined $184M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BLW positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $5.35M. The largest seller was Private Management Group, cutting an estimated $5.11M.

  • 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2019, up from 79 in Q3 2019.
  • Funds reported $184M of BlackRock Limited Duration Income Trust stock for Q4 2019, up 13% quarter-over-quarter.
  • 14 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2019 and 12 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2019 was Bramshill Investments, an estimated $5.35M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2019 was Private Management Group, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2019.