BlackRock Limited Duration Income Trust
BLW
69 hedge funds and large institutions have $125M invested in BlackRock Limited Duration Income Trust in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 12 closing their positions.
0.08% more ownership
Funds ownership: 28.77% → 28.85% (+0.08%)
4% less capital invested
Capital invested by funds: $130M → $125M (-$5.13M)
9% less funds holding
Funds holding: 76 → 69 (-7)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.25M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.64M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.51M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$801K |
| 5 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$654K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.54M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$749K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$580K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$421K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MTIC
76
Missouri Trust & Investment Company
Springfield,
Missouri
| – | -$35K | -2,800 | Closed |
|
|
CA
77
CoreCap Advisors
Southfield,
Michigan
| – | -$16K | -1,300 | Closed |
|
|
JPLA
78
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$9K | -700 | Closed |
|
|
GI
79
Gradient Investments
Arden Hills,
Minnesota
| – | -$4K | -340 | Closed |
|
|
ACM
80
Antonetti Capital Management
Naples,
Florida
| – | -$3K | -265 | Closed |
|
|
SWM
81
Spire Wealth Management
Mclean,
Virginia
| – | -$3K | -250 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | +$13 | +1 | New |
|
BLW Hedge Fund Activity: Q3 2022 in Review
69 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2022, worth a combined $125M — down 4% from $130M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BLW and 5 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 20 added.
The largest buyer was Morgan Stanley, adding an estimated $4.25M. The largest seller was UBS Group, cutting an estimated $4.54M.
- 69 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2022, down from 76 in Q2 2022.
- Funds reported $125M of BlackRock Limited Duration Income Trust stock for Q3 2022, down 4% quarter-over-quarter.
- 5 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2022 and 12 closed out, a net change of -7 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q3 2022 was Morgan Stanley, an estimated $4.25M added.
- The largest BlackRock Limited Duration Income Trust seller in Q3 2022 was UBS Group, an estimated $4.54M sold.
Based on aggregated 13F filings for Q3 2022.