BlackRock Limited Duration Income Trust
BLW
87 hedge funds and large institutions have $170M invested in BlackRock Limited Duration Income Trust in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
16% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 25
15% more capital invested
Capital invested by funds: $148M → $170M (+$22M)
13% more funds holding
Funds holding: 77 → 87 (+10)
1.63% more ownership
Funds ownership: 27.94% → 29.56% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.93M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.05M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.04M |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
+$890K |
| 5 |
Cohen & Steers
New York
|
+$880K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
-$2.29M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.61M |
| 3 |
MSL
Mackay Shields LLC
New York
|
-$778K |
| 4 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
-$441K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$345K |
BLW Hedge Fund Activity: Q4 2020 in Review
87 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2020, worth a combined $170M — up 15% from $148M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BLW positions and 7 closed out — a net gain of 11 holders — while 29 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.93M. The largest seller was PenderFund Capital Management, cutting an estimated $2.29M.
- 87 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2020, up from 77 in Q3 2020.
- Funds reported $170M of BlackRock Limited Duration Income Trust stock for Q4 2020, up 15% quarter-over-quarter.
- 18 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2020 and 7 closed out, a net change of +11 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q4 2020 was Morgan Stanley, an estimated $5.93M added.
- The largest BlackRock Limited Duration Income Trust seller in Q4 2020 was PenderFund Capital Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q4 2020.