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BlackRock Limited Duration Income Trust
BLW

77 hedge funds and large institutions have $148M invested in BlackRock Limited Duration Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $145M → $148M (+$3.1M)

1.29% less ownership

Funds ownership: 29.23% → 27.94% (-1.3%)

6% less funds holding

Funds holding: 82 → 77 (-5)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.54M
2
IWM
IHT Wealth Management
Illinois
+$1.29M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.11M
4
AAM
Advisors Asset Management
Colorado
+$916K
5
Morgan Stanley
Morgan Stanley
New York
+$514K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.8M
2
SCM
Saba Capital Management
New York
-$2.54M
3
SFS
Shaker Financial Services
Virginia
-$2.05M
4
CA
Cetera Advisors
Colorado
-$1.56M
5
Invesco
Invesco
Georgia
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$2K – – –
JCM
77
Jacobi Capital Management
Pennsylvania
$2K – – –
SCM
78
Saba Capital Management
New York
– -$2.54M -182,131 Closed
WAM
79
Wolverine Asset Management
Illinois
– -$732K -52,550 Closed
RVPG
80
Relative Value Partners Group
– -$614K -44,078 Closed
LCM
81
Landscape Capital Management
New Jersey
– -$372K -26,736 Closed
AA
82
AQR Arbitrage
Connecticut
– -$241K -17,270 Closed
RCM
83
Robinson Capital Management
Michigan
– -$99K -7,100 Closed
CAN
84
Cetera Advisor Networks
California
– -$75K -5,350 Closed
JPLA
85
Joseph P. Lucia & Associates
New York
– -$43K -3,110 Closed
PAG
86
Private Advisor Group
New Jersey
– -$31K -2,196 Closed
EIP
87
Ellis Investment Partners
Pennsylvania
– -$9K -657 Closed
PA
88
Procyon Advisors
Connecticut
– -$7K -500 Closed
OPS
89
Orion Portfolio Solutions
Nebraska
– -$2K -153 Closed
1 2 3
4

BLW Hedge Fund Activity: Q3 2020 in Review

77 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2020, worth a combined $148M — up 2.1% from $145M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BLW and 7 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 22 added.

The largest buyer was Stifel Financial, adding an estimated $2.54M. The largest seller was Wells Fargo, cutting an estimated $2.8M.

  • 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2020, down from 82 in Q2 2020.
  • Funds reported $148M of BlackRock Limited Duration Income Trust stock for Q3 2020, up 2.1% quarter-over-quarter.
  • 7 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2020 and 12 closed out, a net change of -5 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2020 was Stifel Financial, an estimated $2.54M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2020 was Wells Fargo, an estimated $2.8M sold.

Based on aggregated 13F filings for Q3 2020.