BlackRock Limited Duration Income Trust
BLW
72 hedge funds and large institutions have $144M invested in BlackRock Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
3% more funds holding
Funds holding: 70 → 72 (+2)
2% more capital invested
Capital invested by funds: $141M → $144M (+$3.37M)
0.77% more ownership
Funds ownership: 30.64% → 31.42% (+0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.43M |
| 2 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
+$838K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$750K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$496K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$2.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$889K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$425K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$315K |
| 5 |
Rockefeller Capital Management
New York
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OA
76
Oxbow Advisors
Austin,
Texas
| – | -$226K | -17,533 | Closed |
|
|
V
77
Veritable
Wilmington,
Delaware
| – | -$174K | -13,486 | Closed |
|
78
AssetMark Inc
Concord,
California
| – | -$7.92K | -615 | Closed |
|
|
WWP
79
WR Wealth Planners
Columbia,
Missouri
| – | -$1.98K | -154 | Closed |
|
BLW Hedge Fund Activity: Q3 2023 in Review
72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2023, worth a combined $144M — up 2.4% from $141M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BLW positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Bramshill Investments, cutting an estimated $2.2M.
- 72 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2023, up from 70 in Q2 2023.
- Funds reported $144M of BlackRock Limited Duration Income Trust stock for Q3 2023, up 2.4% quarter-over-quarter.
- 8 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2023 and 6 closed out, a net change of +2 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q3 2023 was Morgan Stanley, an estimated $2.43M added.
- The largest BlackRock Limited Duration Income Trust seller in Q3 2023 was Bramshill Investments, an estimated $2.2M sold.
Based on aggregated 13F filings for Q3 2023.