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BlackRock Limited Duration Income Trust
BLW

74 hedge funds and large institutions have $158M invested in BlackRock Limited Duration Income Trust in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $143M → $158M (+$14.9M)

0.14% more ownership

Funds ownership: 28.99% → 29.13% (+0.14%)

4% less funds holding

Funds holding: 77 → 74 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
32
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$3.62M
2
WS
Wela Strategies
Georgia
+$801K
3
GC
Guggenheim Capital
Illinois
+$542K
4
UBS Group
UBS Group
Switzerland
+$520K
5
Bank of America
Bank of America
North Carolina
+$506K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$2.03M
2
SCM
Saba Capital Management
New York
-$1.55M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.44M
4
WAM
Wolverine Asset Management
Illinois
-$823K
5
FFA
First Foundation Advisors
California
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.5M +$455K +31,500 +1%
UBS Group
2
UBS Group
Switzerland
$20.6M +$520K +36,040 +3%
PMG
3
Private Management Group
California
$8.98M +$221K +15,342 +3%
Invesco
4
Invesco
Georgia
$8.78M -$104K -7,221 -1%
Wells Fargo
5
Wells Fargo
California
$7.11M +$462K +32,004 +7%
RCM
6
Rivernorth Capital Management
Florida
$6.99M +$453K +31,424 +7%
CIA
7
Capital Investment Advisors
Georgia
$6.36M +$3.62M +251,019 +138%
RVPG
8
Relative Value Partners Group
$5.49M -$56K -3,878 -1%
Cohen & Steers
9
Cohen & Steers
New York
$4.59M +$102K +7,071 +2%
Bank of America
10
Bank of America
North Carolina
$4.46M +$506K +35,068 +13%
FFA
11
First Foundation Advisors
California
$4.06M -$681K -47,209 -15%
Stifel Financial
12
Stifel Financial
Missouri
$4.01M -$264K -18,266 -6%
GC
13
Guggenheim Capital
Illinois
$3.48M +$542K +37,553 +19%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$2.62M -$32.6K -2,258 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.17M +$251K +17,386 +13%
IWM
16
IHT Wealth Management
Illinois
$2.11M +$246K +17,015 +13%
SIA
17
SeaBridge Investment Advisors
New Jersey
$1.95M -$9.52K -660 -0.5%
LCM
18
Landscape Capital Management
New Jersey
$1.76M -$299K -20,695 -15%
RJA
19
Raymond James & Associates
Florida
$1.74M -$112K -7,761 -6%
EDRIA
20
Edmonds Duncan Registered Investment Advisors
Kansas
$1.68M +$2.4K +166 +0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.48M +$1.24K +86 +0.1%
PCM
22
Pointe Capital Management
Michigan
$1.44M +$186K +12,895 +15%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.35M +$53.1K +3,683 +4%
LPL Financial
24
LPL Financial
California
$1.29M +$9.99K +692 +0.8%
SFS
25
Shaker Financial Services
Virginia
$1.15M +$280K +19,390 +33%
1
2 3 4

BLW Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2019, worth a combined $158M — up 10% from $143M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BLW and 7 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 32 added.

The largest buyer was Capital Investment Advisors, adding an estimated $3.62M. The largest seller was Curi RMB Capital, cutting an estimated $2.03M.

  • 74 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2019, down from 77 in Q4 2018.
  • Funds reported $158M of BlackRock Limited Duration Income Trust stock for Q1 2019, up 10% quarter-over-quarter.
  • 7 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2019 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2019 was Capital Investment Advisors, an estimated $3.62M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2019 was Curi RMB Capital, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2019.