BlackRock Limited Duration Income Trust
BLW
77 hedge funds and large institutions have $143M invested in BlackRock Limited Duration Income Trust in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 9 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 15
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
7% more funds holding
Funds holding: 72 → 77 (+5)
1.54% more ownership
Funds ownership: 27.45% → 28.99% (+1.5%)
7% less capital invested
Capital invested by funds: $153M → $143M (-$10.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.83M |
| 2 |
Cohen & Steers
New York
|
+$2.22M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.97M |
| 4 |
PMG
Private Management Group
Irvine,
California
|
+$1.87M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$5.3M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$3.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.47M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.99M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.73M |
BLW Hedge Fund Activity: Q4 2018 in Review
77 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2018, worth a combined $143M — down 6.6% from $153M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BLW positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.83M. The largest seller was Bessemer Group, exiting entirely with an estimated $5.3M sold.
- 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2018, up from 72 in Q3 2018.
- Funds reported $143M of BlackRock Limited Duration Income Trust stock for Q4 2018, down 6.6% quarter-over-quarter.
- 15 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2018 and 9 closed out, a net change of +6 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q4 2018 was Morgan Stanley, an estimated $2.83M added.
- The largest BlackRock Limited Duration Income Trust seller in Q4 2018 was Bessemer Group, an estimated $5.3M sold.
Based on aggregated 13F filings for Q4 2018.