BlackRock Limited Duration Income Trust
BLW
79 hedge funds and large institutions have $173M invested in BlackRock Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 15 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 23
0.9% less ownership
Funds ownership: 29.57% → 28.66% (-0.9%)
4% less capital invested
Capital invested by funds: $180M → $173M (-$6.84M)
9% less funds holding
Funds holding: 87 → 79 (-8)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$3.91M |
| 2 |
Cohen & Steers
New York
|
+$2.61M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.66M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$898K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$656K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$5.06M |
| 2 |
Morgan Stanley
New York
|
-$3.16M |
| 3 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
-$3.04M |
| 4 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
-$2.31M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.09M |
BLW Hedge Fund Activity: Q1 2021 in Review
79 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2021, worth a combined $173M — down 3.8% from $180M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of BLW and 9 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 30 added.
The largest buyer was Waterfront Wealth, opening a new position worth an estimated $3.91M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.06M sold.
- 79 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2021, down from 87 in Q4 2020.
- Funds reported $173M of BlackRock Limited Duration Income Trust stock for Q1 2021, down 3.8% quarter-over-quarter.
- 9 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2021 and 15 closed out, a net change of -6 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2021 was Waterfront Wealth, an estimated $3.91M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2021 was Penserra Capital Management, an estimated $5.06M sold.
Based on aggregated 13F filings for Q1 2021.