BlackRock Limited Duration Income Trust
BLW
77 hedge funds and large institutions have $148M invested in BlackRock Limited Duration Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 12 closing their positions.
2% more capital invested
Capital invested by funds: $145M → $148M (+$3.1M)
1.29% less ownership
Funds ownership: 29.23% → 27.94% (-1.3%)
6% less funds holding
Funds holding: 82 → 77 (-5)
19% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 27
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.54M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.29M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.11M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$916K |
| 5 |
Morgan Stanley
New York
|
+$514K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.8M |
| 2 |
SCM
Saba Capital Management
New York
|
-$2.54M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.05M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.56M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.44M |
BLW Hedge Fund Activity: Q3 2020 in Review
77 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2020, worth a combined $148M — up 2.1% from $145M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BLW and 7 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 22 added.
The largest buyer was Stifel Financial, adding an estimated $2.54M. The largest seller was Wells Fargo, cutting an estimated $2.8M.
- 77 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2020, down from 82 in Q2 2020.
- Funds reported $148M of BlackRock Limited Duration Income Trust stock for Q3 2020, up 2.1% quarter-over-quarter.
- 7 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2020 and 12 closed out, a net change of -5 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q3 2020 was Stifel Financial, an estimated $2.54M added.
- The largest BlackRock Limited Duration Income Trust seller in Q3 2020 was Wells Fargo, an estimated $2.8M sold.
Based on aggregated 13F filings for Q3 2020.