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BlackRock Limited Duration Income Trust
BLW

82 hedge funds and large institutions have $168M invested in BlackRock Limited Duration Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 81 → 82 (+1)

0.87% less ownership

Funds ownership: 28.26% → 27.39% (-0.87%)

3% less capital invested

Capital invested by funds: $174M → $168M (-$5.17M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.53M
2
OA
Oxbow Advisors
Texas
+$980K
3
KAS
Kestra Advisory Services
Texas
+$728K
4
BI
Bramshill Investments
Florida
+$702K
5
CW
CreativeOne Wealth
Kansas
+$285K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$3.41M
2
FFA
First Foundation Advisors
California
-$1.69M
3
WW
Waterfront Wealth
Kansas
-$1.09M
4
NFSG
Newbridge Financial Services Group
Florida
-$925K
5
IWM
IHT Wealth Management
Illinois
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Anchor Investment Management
South Carolina
$8.54K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$8K – – –
AF
78
Allworth Financial
California
$7K +$137 +8 +2%
GI
79
Gradient Investments
Minnesota
$6K – – –
ACM
80
Antonetti Capital Management
Florida
$5K +$4.55K +265 New
AWA
81
Arkadios Wealth Advisors
Georgia
$3K -$31.6K -1,840 -89%
JCM
82
Jacobi Capital Management
Pennsylvania
$3K – – –
HI
83
Harbour Investments
Wisconsin
$2K – – –
NFSG
84
Newbridge Financial Services Group
Florida
– -$925K -54,336 Closed
IWM
85
IHT Wealth Management
Illinois
– -$793K -46,583 Closed
EDRIA
86
Edmonds Duncan Registered Investment Advisors
Kansas
– -$775K -45,546 Closed
SC
87
Stolper & Co
Oklahoma
– -$586K -34,414 Closed
Jane Street
88
Jane Street
New York
– -$201K -11,836 Closed
FIA
89
FNY Investment Advisers
New York
– -$59K -3,500 Closed
ASN
90
Advisory Services Network
Georgia
– -$6K -350 Closed
PAM
91
Panagora Asset Management
Massachusetts
– -$1K -30 Closed
1 2 3
4

BLW Hedge Fund Activity: Q3 2021 in Review

82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2021, worth a combined $168M — down 3% from $174M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BLW positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.53M. The largest seller was Capital Investment Advisors, cutting an estimated $3.41M.

  • 82 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $168M of BlackRock Limited Duration Income Trust stock for Q3 2021, down 3% quarter-over-quarter.
  • 10 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2021 was Morgan Stanley, an estimated $2.53M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2021 was Capital Investment Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2021.