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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.23M |
| 2 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
+$1.18M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$879K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$433K |
| 5 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$1.29M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.07M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$958K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$759K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$676K |
BLW Hedge Fund Activity: Q4 2017 in Review
73 of the 4,419 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.