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BlackRock Limited Duration Income Trust
BLW

82 hedge funds and large institutions have $145M invested in BlackRock Limited Duration Income Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

2% more capital invested

Capital invested by funds: $143M → $145M (+$2.61M)

2.34% less ownership

Funds ownership: 31.57% → 29.23% (-2.3%)

4% less funds holding

Funds holding: 85 → 82 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.92M
2
SFS
Shaker Financial Services
Virginia
+$776K
3
AAM
Advisors Asset Management
Colorado
+$763K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$564K
5
CIA
Capital Investment Advisors
Georgia
+$461K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$9.45M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.83M
3
VEA
Virtus ETF Advisers
New York
-$1.41M
4
CRC
Curi RMB Capital
Illinois
-$1.37M
5
IWM
IHT Wealth Management
Illinois
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Procyon Advisors
Connecticut
$7K +$1.35K +100 +25%
APA
77
American Portfolios Advisors
New York
$5.78K – – –
GI
78
Gradient Investments
Minnesota
$5K – – –
Citigroup
79
Citigroup
New York
$2K – – –
JCM
80
Jacobi Capital Management
Pennsylvania
$2K – – –
OPS
81
Orion Portfolio Solutions
Nebraska
$2K – – –
JG
82
Jefferies Group
New York
$1.78K -$85.8K -6,370 -5%
CRC
83
Curi RMB Capital
Illinois
– -$1.37M -108,628 Closed
IWM
84
IHT Wealth Management
Illinois
– -$1.25M -98,815 Closed
RCM
85
Rivernorth Capital Management
Florida
– -$1.08M -85,914 Closed
Goldman Sachs
86
Goldman Sachs
New York
– -$696K -55,175 Closed
PCM
87
Prelude Capital Management
New York
– -$290K -23,000 Closed
MC
88
Matisse Capital
Oregon
– -$171K -13,542 Closed
SSB
89
Sandy Spring Bank
Maryland
– -$63K -5,000 Closed
WT
90
Whittier Trust
California
– -$17K -1,346 Closed
TWA
91
TCI Wealth Advisors
Arizona
– -$6K -449 Closed
EWM
92
EPG Wealth Management
Georgia
– -$5K -378 Closed
ASN
93
Advisory Services Network
Georgia
– -$4K -350 Closed
1 2 3
4

BLW Hedge Fund Activity: Q2 2020 in Review

82 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2020, worth a combined $145M — up 1.8% from $143M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BLW and 8 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $3.92M. The largest seller was Saba Capital Management, cutting an estimated $9.45M.

  • 82 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2020, down from 85 in Q1 2020.
  • Funds reported $145M of BlackRock Limited Duration Income Trust stock for Q2 2020, up 1.8% quarter-over-quarter.
  • 8 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2020 and 11 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q2 2020 was Morgan Stanley, an estimated $3.92M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q2 2020 was Saba Capital Management, an estimated $9.45M sold.

Based on aggregated 13F filings for Q2 2020.