BlackRock Limited Duration Income Trust
BLW
76 hedge funds and large institutions have $130M invested in BlackRock Limited Duration Income Trust in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 12 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
0.4% more ownership
Funds ownership: 28.37% → 28.77% (+0.4%)
10% less capital invested
Capital invested by funds: $145M → $130M (-$15.2M)
11% less funds holding
Funds holding: 85 → 76 (-9)
75% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BZWA
Blue Zone Wealth Advisors
Los Angeles,
California
|
+$4.43M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$1.99M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.77M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.7M |
| 5 |
Cohen & Steers
New York
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$2.22M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.81M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.78M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.03M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$807K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Harbour Investments
Madison,
Wisconsin
| $2K | +$1.63K | +120 | New |
|
|
WWP
77
WR Wealth Planners
Columbia,
Missouri
| $1.78K | +$41 | +3 | +2% |
|
|
AWA
78
Arete Wealth Advisors
Chicago,
Illinois
| – | -$1.78M | -124,177 | Closed |
|
|
RVPG
79
Relative Value Partners Group
| – | -$545K | -38,006 | Closed |
|
|
AWS
80
Atria Wealth Solutions
New York
| – | -$276K | -19,270 | Closed |
|
81
Mariner
Overland Park,
Kansas
| – | -$237K | -16,504 | Closed |
|
|
CA
82
Cetera Advisors
Denver,
Colorado
| – | -$221K | -15,428 | Closed |
|
|
MCC
83
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$181K | -12,616 | Closed |
|
|
WMS
84
Wealth Management Solutions
Exton,
Pennsylvania
| – | -$166K | -11,567 | Closed |
|
|
DJSG
85
D.J. St. Germain
Springfield,
Massachusetts
| – | -$151K | -10,500 | Closed |
|
86
Koshinski Asset Management
Decatur,
Illinois
| – | -$112K | -7,784 | Closed |
|
87
US Bancorp
Minneapolis,
Minnesota
| – | -$30K | -2,100 | Closed |
|
88
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -168 | Closed |
|
BLW Hedge Fund Activity: Q2 2022 in Review
76 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2022, worth a combined $130M — down 10% from $145M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BLW and 3 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 27 added.
The largest buyer was Blue Zone Wealth Advisors, opening a new position worth an estimated $4.43M. The largest seller was Stifel Financial, cutting an estimated $2.22M.
- 76 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2022, down from 85 in Q1 2022.
- Funds reported $130M of BlackRock Limited Duration Income Trust stock for Q2 2022, down 10% quarter-over-quarter.
- 3 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2022 and 12 closed out, a net change of -9 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q2 2022 was Blue Zone Wealth Advisors, an estimated $4.43M added.
- The largest BlackRock Limited Duration Income Trust seller in Q2 2022 was Stifel Financial, an estimated $2.22M sold.
Based on aggregated 13F filings for Q2 2022.