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BlackRock Limited Duration Income Trust
BLW

82 hedge funds and large institutions have $168M invested in BlackRock Limited Duration Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 81 → 82 (+1)

0.87% less ownership

Funds ownership: 28.26% → 27.39% (-0.87%)

3% less capital invested

Capital invested by funds: $174M → $168M (-$5.17M)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.53M
2
OA
Oxbow Advisors
Texas
+$980K
3
KAS
Kestra Advisory Services
Texas
+$728K
4
BI
Bramshill Investments
Florida
+$702K
5
CW
CreativeOne Wealth
Kansas
+$285K

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$3.41M
2
FFA
First Foundation Advisors
California
-$1.69M
3
WW
Waterfront Wealth
Kansas
-$1.09M
4
NFSG
Newbridge Financial Services Group
Florida
-$925K
5
IWM
IHT Wealth Management
Illinois
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.6M +$2.53M +147,218 +5%
UBS Group
2
UBS Group
Switzerland
$20.8M +$80.2K +4,670 +0.4%
BI
3
Bramshill Investments
Florida
$11M +$702K +40,853 +7%
Cohen & Steers
4
Cohen & Steers
New York
$8.13M – – –
Invesco
5
Invesco
Georgia
$6.81M -$407K -23,669 -6%
Wells Fargo
6
Wells Fargo
California
$5.88M -$570K -33,214 -9%
Bank of America
7
Bank of America
North Carolina
$5.49M +$7.2K +419 +0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.2M +$132K +7,709 +3%
GC
9
Guggenheim Capital
Illinois
$3.84M -$124K -7,224 -3%
Stifel Financial
10
Stifel Financial
Missouri
$3.64M -$57.6K -3,353 -2%
AAM
11
Advisors Asset Management
Colorado
$3.02M -$264K -15,394 -8%
CIA
12
Capital Investment Advisors
Georgia
$3.01M -$3.41M -198,242 -53%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.7M +$179K +10,441 +7%
WW
14
Waterfront Wealth
Kansas
$2.48M -$1.09M -63,416 -30%
JG
15
Jefferies Group
New York
$2.42M -$8.98K -523 -0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.69M -$63.3K -3,683 -4%
OA
17
Oxbow Advisors
Texas
$1.61M +$980K +57,050 +154%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.56M +$7.92K +461 +0.5%
LPL Financial
19
LPL Financial
California
$1.4M -$13.6K -794 -1%
Lazard Asset Management
20
Lazard Asset Management
New York
$1.39M – – –
SIA
21
SeaBridge Investment Advisors
New Jersey
$1.39M -$13K -756 -0.9%
FF
22
FourThought Financial
Florida
$1.31M -$45.2K -2,634 -3%
Ameriprise
23
Ameriprise
Minnesota
$1.23M -$93.4K -5,439 -7%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.17M – – –
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$931K +$130K +7,565 +16%
1
2 3 4

BLW Hedge Fund Activity: Q3 2021 in Review

82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q3 2021, worth a combined $168M — down 3% from $174M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BLW positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.53M. The largest seller was Capital Investment Advisors, cutting an estimated $3.41M.

  • 82 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $168M of BlackRock Limited Duration Income Trust stock for Q3 2021, down 3% quarter-over-quarter.
  • 10 funds opened new BlackRock Limited Duration Income Trust positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q3 2021 was Morgan Stanley, an estimated $2.53M added.
  • The largest BlackRock Limited Duration Income Trust seller in Q3 2021 was Capital Investment Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2021.