BlackRock Limited Duration Income Trust
BLW
73 hedge funds and large institutions have $150M invested in BlackRock Limited Duration Income Trust in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 71 → 73 (+2)
2% more capital invested
Capital invested by funds: $148M → $150M (+$2.53M)
0.01% less ownership
Funds ownership: 26.18% → 26.17% (-0.01%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.86M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.26M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.14M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$821K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$1.94M |
| 2 |
Morgan Stanley
New York
|
-$1.02M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$886K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$825K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$707K |
BLW Hedge Fund Activity: Q3 2016 in Review
73 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2016, worth a combined $150M — up 1.7% from $148M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BLW positions and 7 closed out — a net gain of 3 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was UBS Group, adding an estimated $2.86M. The largest seller was Relative Value Partners Group, cutting an estimated $1.94M.
- 73 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2016, up from 71 in Q2 2016.
- Funds reported $150M of BlackRock Limited Duration Income Trust stock for Q3 2016, up 1.7% quarter-over-quarter.
- 10 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2016 and 7 closed out, a net change of +3 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q3 2016 was UBS Group, an estimated $2.86M added.
- The largest BlackRock Limited Duration Income Trust seller in Q3 2016 was Relative Value Partners Group, an estimated $1.94M sold.
Based on aggregated 13F filings for Q3 2016.