BlackRock Limited Duration Income Trust
BLW
80 hedge funds and large institutions have $140M invested in BlackRock Limited Duration Income Trust in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
10% more funds holding
Funds holding: 73 → 80 (+7)
0.9% more ownership
Funds ownership: 24.24% → 25.14% (+0.9%)
2% less capital invested
Capital invested by funds: $142M → $140M (-$2.21M)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.54M |
| 2 |
Morgan Stanley
New York
|
+$1.38M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.35M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.15M |
| 5 |
SG Americas Securities
New York
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
-$1.18M |
| 2 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
-$1.17M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.09M |
| 4 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$517K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$469K |
BLW Hedge Fund Activity: Q1 2018 in Review
80 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2018, worth a combined $140M — down 1.5% from $142M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BLW positions and 6 closed out — a net gain of 8 holders — while 17 added to existing stakes and 20 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.54M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $1.18M sold.
- 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2018, up from 73 in Q4 2017.
- Funds reported $140M of BlackRock Limited Duration Income Trust stock for Q1 2018, down 1.5% quarter-over-quarter.
- 14 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2018 and 6 closed out, a net change of +8 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2018 was Shaker Financial Services, an estimated $2.54M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2018 was Oxbow Advisors, an estimated $1.18M sold.
Based on aggregated 13F filings for Q1 2018.