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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$3.62M |
| 2 |
WS
Wela Strategies
Atlanta,
Georgia
|
+$801K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$542K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$520K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.03M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.55M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.44M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$823K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$681K |
BLW Hedge Fund Activity: Q1 2019 in Review
74 of the 4,633 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.