BlackRock Limited Duration Income Trust
BLW
61 hedge funds and large institutions have $126M invested in BlackRock Limited Duration Income Trust in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
2% more funds holding
Funds holding: 60 → 61 (+1)
3% more capital invested
Capital invested by funds: $122M → $126M (+$4.07M)
0.36% more ownership
Funds ownership: 20.99% → 21.35% (+0.36%)
39% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$3.08M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.91M |
| 3 |
Morgan Stanley
New York
|
+$1.37M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.11M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$3.09M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.11M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$1.82M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.22M |
| 5 |
HC
Highmount Capital
New York
|
-$1.05M |
BLW Hedge Fund Activity: Q1 2015 in Review
61 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2015, worth a combined $126M — up 3.3% from $122M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BLW positions and 11 closed out — a net gain of 2 holders — while 14 added to existing stakes and 23 trimmed.
The largest buyer was Yorktown Management & Research Company, opening a new position worth an estimated $3.08M. The largest seller was SG Americas Securities, cutting an estimated $3.09M.
- 61 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2015, up from 60 in Q4 2014.
- Funds reported $126M of BlackRock Limited Duration Income Trust stock for Q1 2015, up 3.3% quarter-over-quarter.
- 13 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2015 and 11 closed out, a net change of +2 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2015 was Yorktown Management & Research Company, an estimated $3.08M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2015 was SG Americas Securities, an estimated $3.09M sold.
Based on aggregated 13F filings for Q1 2015.