BlackRock Limited Duration Income Trust
BLW
72 hedge funds and large institutions have $136M invested in BlackRock Limited Duration Income Trust in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $125M → $136M (+$10.9M)
4% more funds holding
Funds holding: 69 → 72 (+3)
0.19% more ownership
Funds ownership: 28.85% → 29.04% (+0.19%)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.05M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$2.44M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$910K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$897K |
| 5 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$2.06M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.14M |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$930K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$891K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VVP
76
Venture Visionary Partners
Sylvania,
Ohio
| – | -$131K | -10,899 | Closed |
|
|
GWSG
77
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$90K | -7,410 | Closed |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| – | -$49K | -4,120 | Closed |
|
79
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$34K | -2,771 | Closed |
|
BLW Hedge Fund Activity: Q4 2022 in Review
72 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2022, worth a combined $136M — up 8.7% from $125M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BLW positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.05M. The largest seller was Cohen & Steers, cutting an estimated $2.06M.
- 72 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2022, up from 69 in Q3 2022.
- Funds reported $136M of BlackRock Limited Duration Income Trust stock for Q4 2022, up 8.7% quarter-over-quarter.
- 13 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2022 and 7 closed out, a net change of +6 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q4 2022 was Morgan Stanley, an estimated $4.05M added.
- The largest BlackRock Limited Duration Income Trust seller in Q4 2022 was Cohen & Steers, an estimated $2.06M sold.
Based on aggregated 13F filings for Q4 2022.