BlackRock Limited Duration Income Trust
BLW
74 hedge funds and large institutions have $147M invested in BlackRock Limited Duration Income Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 12 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
5% more capital invested
Capital invested by funds: $140M → $147M (+$7.16M)
1.7% more ownership
Funds ownership: 25.14% → 26.84% (+1.7%)
8% less funds holding
Funds holding: 80 → 74 (-6)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
Private Management Group
Irvine,
California
|
+$2.6M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.48M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.85M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.13M |
| 5 |
OA
Oxbow Advisors
Austin,
Texas
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$990K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$718K |
| 3 |
Morgan Stanley
New York
|
-$322K |
| 4 |
SG Americas Securities
New York
|
-$321K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$315K |
BLW Hedge Fund Activity: Q2 2018 in Review
74 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q2 2018, worth a combined $147M — up 5.1% from $140M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BLW and 7 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 27 added.
The largest buyer was Private Management Group, adding an estimated $2.6M. The largest seller was Southport Capital Management, exiting entirely with an estimated $990K sold.
- 74 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q2 2018, down from 80 in Q1 2018.
- Funds reported $147M of BlackRock Limited Duration Income Trust stock for Q2 2018, up 5.1% quarter-over-quarter.
- 7 funds opened new BlackRock Limited Duration Income Trust positions in Q2 2018 and 12 closed out, a net change of -5 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q2 2018 was Private Management Group, an estimated $2.6M added.
- The largest BlackRock Limited Duration Income Trust seller in Q2 2018 was Southport Capital Management, an estimated $990K sold.
Based on aggregated 13F filings for Q2 2018.