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BlackRock Limited Duration Income Trust
BLW

73 hedge funds and large institutions have $142M invested in BlackRock Limited Duration Income Trust in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

0.13% more ownership

Funds ownership: 24.1% → 24.24% (+0.13%)

1% less capital invested

Capital invested by funds: $144M → $142M (-$1.19M)

1% less funds holding

Funds holding: 74 → 73 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.23M
2
SIA
Starfire Investment Advisers
Michigan
+$1.18M
3
Wells Fargo
Wells Fargo
California
+$879K
4
UBS Group
UBS Group
Switzerland
+$433K
5
SCM
Southport Capital Management
Tennessee
+$356K

Top Sellers

1
RVPG
Relative Value Partners Group
-$1.29M
2
RCM
Robinson Capital Management
Michigan
-$1.07M
3
Bessemer Group
Bessemer Group
New Jersey
-$958K
4
RCM
Rivernorth Capital Management
Florida
-$759K
5
Invesco
Invesco
Georgia
-$676K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.9M +$2.23M +139,589 +7%
UBS Group
2
UBS Group
Switzerland
$25.2M +$433K +27,130 +2%
Invesco
3
Invesco
Georgia
$8.6M -$676K -42,290 -7%
Bank of America
4
Bank of America
North Carolina
$6.72M +$227K +14,237 +3%
Bessemer Group
5
Bessemer Group
New Jersey
$6.57M -$958K -60,000 -13%
Wells Fargo
6
Wells Fargo
California
$6.22M +$879K +55,028 +16%
GC
7
Guggenheim Capital
Illinois
$5.83M +$14.8K +926 +0.3%
FFA
8
First Foundation Advisors
California
$5.59M +$339K +21,222 +6%
RVPG
9
Relative Value Partners Group
$4.54M -$1.29M -80,587 -22%
CIA
10
Capital Investment Advisors
Georgia
$2.98M +$2.32K +145 +0.1%
RCM
11
Rivernorth Capital Management
Florida
$2.85M -$759K -47,520 -21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.81M -$202K -12,631 -7%
PMG
13
Private Management Group
California
$2.31M -$14.8K -925 -0.6%
Cohen & Steers
14
Cohen & Steers
New York
$2.09M – – –
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.02M -$35.3K -2,209 -2%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$1.85M +$17K +1,063 +0.9%
SCM
17
Southport Capital Management
Tennessee
$1.57M +$356K +22,308 +29%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.55M +$79.4K +4,971 +5%
RJA
19
Raymond James & Associates
Florida
$1.46M +$112K +6,990 +8%
SIA
20
SeaBridge Investment Advisors
New Jersey
$1.32M +$479 +30 +0%
LPL Financial
21
LPL Financial
California
$1.31M +$253K +15,865 +24%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.29M -$190K -11,864 -13%
OA
23
Oxbow Advisors
Texas
$1.18M -$25.6K -1,600 -2%
PCM
24
Pointe Capital Management
Michigan
$1.17M +$137K +8,577 +13%
SIA
25
Starfire Investment Advisers
Michigan
$1.17M +$1.18M +73,719 New
1
2 3 4

BLW Hedge Fund Activity: Q4 2017 in Review

73 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2017, worth a combined $142M — down 0.83% from $144M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BLW and 9 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $2.23M. The largest seller was Relative Value Partners Group, cutting an estimated $1.29M.

  • 73 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2017, down from 74 in Q3 2017.
  • Funds reported $142M of BlackRock Limited Duration Income Trust stock for Q4 2017, down 0.83% quarter-over-quarter.
  • 9 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2017 and 10 closed out, a net change of -1 holder.
  • The largest BlackRock Limited Duration Income Trust buyer in Q4 2017 was Morgan Stanley, an estimated $2.23M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q4 2017 was Relative Value Partners Group, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2017.