BlackRock Limited Duration Income Trust
BLW
78 hedge funds and large institutions have $151M invested in BlackRock Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.
0.39% less ownership
Funds ownership: 30.69% → 30.3% (-0.39%)
2% less capital invested
Capital invested by funds: $153M → $151M (-$2.35M)
3% less funds holding
Funds holding: 80 → 78 (-2)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.91M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$389K |
| 4 |
SRC
Shufro Rose & Co
New York
|
+$355K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.75M |
| 2 |
BZWA
Blue Zone Wealth Advisors
Los Angeles,
California
|
-$1.39M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$953K |
| 4 |
Jane Street
New York
|
-$713K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$491K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Hoey Investments
Coatesville,
Pennsylvania
| $2.39K | – | – | – |
|
|
HI
77
Harbour Investments
Madison,
Wisconsin
| $1.68K | – | – | – |
|
|
GI
78
Gradient Investments
Arden Hills,
Minnesota
| $24 | -$343 | -25 | -93% |
|
|
CPA
79
Clear Point Advisors
Melville,
New York
| $7 | – | – | – |
|
|
80
Jane Street
New York
| – | -$713K | -50,838 | Closed |
|
|
PI
81
PFG Investments
Woodbury,
New York
| – | -$361K | -25,703 | Closed |
|
|
HF
82
HRT Financial
New York
| – | -$219K | -15,657 | Closed |
|
|
VF
83
Virtu Financial
New York
| – | -$165K | -11,753 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | -$13.4K | -958 | Closed |
|
|
RCM
85
Raleigh Capital Management
Cary,
North Carolina
| – | -$10.5K | -750 | Closed |
|
86
Fidelity Investments
Boston,
Massachusetts
| – | -$8.82K | -629 | Closed |
|
|
AIM
87
Anchor Investment Management
Columbia,
South Carolina
| – | -$7.01K | -500 | Closed |
|
BLW Hedge Fund Activity: Q2 2024 in Review
78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2024, worth a combined $151M — down 1.5% from $153M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BLW and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $1.91M. The largest seller was Guggenheim Capital, cutting an estimated $1.75M.
- 78 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2024, down from 80 in Q1 2024.
- Funds reported $151M of BlackRock Limited Duration Income Trust stock for Q2 2024, down 1.5% quarter-over-quarter.
- 7 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2024 and 8 closed out, a net change of -1 holder.
- The largest BlackRock Limited Duration Income Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.91M added.
- The largest BlackRock Limited Duration Income Trust seller in Q2 2024 was Guggenheim Capital, an estimated $1.75M sold.
Based on aggregated 13F filings for Q2 2024.