BlackRock Limited Duration Income Trust
BLW
70 hedge funds and large institutions have $141M invested in BlackRock Limited Duration Income Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
1.12% more ownership
Funds ownership: 29.52% → 30.64% (+1.1%)
2% more capital invested
Capital invested by funds: $138M → $141M (+$3.42M)
1% less funds holding
Funds holding: 71 → 70 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.6M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.56M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$543K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$498K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$466K |
| 2 |
Walleye Capital
New York
|
-$143K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$90.8K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$88.8K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$82.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| – | -$5K | -388 | Closed |
|
BLW Hedge Fund Activity: Q2 2023 in Review
70 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2023, worth a combined $141M — up 2.5% from $138M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BLW and 4 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 25 added.
The largest buyer was Wells Fargo, adding an estimated $1.6M. The largest seller was Invesco, cutting an estimated $466K.
- 70 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2023, down from 71 in Q1 2023.
- Funds reported $141M of BlackRock Limited Duration Income Trust stock for Q2 2023, up 2.5% quarter-over-quarter.
- 4 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest BlackRock Limited Duration Income Trust buyer in Q2 2023 was Wells Fargo, an estimated $1.6M added.
- The largest BlackRock Limited Duration Income Trust seller in Q2 2023 was Invesco, an estimated $466K sold.
Based on aggregated 13F filings for Q2 2023.