We are live on ! Find out more
BLW icon

BlackRock Limited Duration Income Trust
BLW

80 hedge funds and large institutions have $153M invested in BlackRock Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 85 → 80 (-5)

13.54% less ownership

Funds ownership: 44.23% → 30.69% (-14%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

30% less capital invested

Capital invested by funds: $221M → $153M (-$67.1M)

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$709K
2
LPL Financial
LPL Financial
California
+$648K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$374K
4
PI
PFG Investments
New York
+$359K
5
HF
HRT Financial
New York
+$218K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$59.9M
2
BI
Bramshill Investments
Florida
-$3.86M
3
FFP
FourThought Financial Partners
Florida
-$1.24M
4
Invesco
Invesco
Georgia
-$1.23M
5
GC
Guggenheim Capital
Illinois
-$924K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
76
Moisand Fitzgerald Tamayo
Florida
$7.01K – – –
NSIM
77
North Star Investment Management
Illinois
$7.01K – – –
HI
78
Hoey Investments
Pennsylvania
$2.4K – – –
HI
79
Harbour Investments
Wisconsin
$1.68K – – –
GI
80
Gradient Investments
Minnesota
$374 +$377 +27 New
CPA
81
Clear Point Advisors
New York
$7 – – –
BI
82
Bramshill Investments
Florida
– -$3.86M -275,935 Closed
FFP
83
FourThought Financial Partners
Florida
– -$1.24M -88,725 Closed
LCM
84
Landscape Capital Management
New Jersey
– -$634K -45,328 Closed
Nomura Holdings
85
Nomura Holdings
Japan
– -$211K -15,082 Closed
JP Morgan Chase
86
JP Morgan Chase
New York
– -$131K -9,361 Closed
ASN
87
Advisory Services Network
Georgia
– -$32.9K -2,352 Closed
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
– -$30.8K -2,203 Closed
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
– -$28K -2,000 Closed
GWSG
90
GPS Wealth Strategies Group
Colorado
– -$21K -1,500 Closed
OIA
91
Optimum Investment Advisors
Illinois
– -$14K -1,000 Closed
OC
92
Oakworth Capital
Alabama
– -$9.58K -685 Closed
FGA
93
Fortis Group Advisors
New Jersey
– -$6.99K -500 Closed
1 2 3
4

BLW Hedge Fund Activity: Q1 2024 in Review

80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2024, worth a combined $153M — down 30% from $221M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BLW and 9 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, opening a new position worth an estimated $709K. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2024, down from 85 in Q4 2023.
  • Funds reported $153M of BlackRock Limited Duration Income Trust stock for Q1 2024, down 30% quarter-over-quarter.
  • 9 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2024 and 12 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2024 was Jane Street, an estimated $709K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.