BlackRock Limited Duration Income Trust
BLW
80 hedge funds and large institutions have $165M invested in BlackRock Limited Duration Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 13 closing their positions.
0.22% less ownership
Funds ownership: 27.39% → 27.17% (-0.22%)
2% less capital invested
Capital invested by funds: $168M → $165M (-$3.6M)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 82 → 80 (-2)
12% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.46M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$906K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$613K |
| 5 |
BI
Bramshill Investments
Naples,
Florida
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.74M |
| 2 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$1.39M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.22M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$835K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$791K |
BLW Hedge Fund Activity: Q4 2021 in Review
80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2021, worth a combined $165M — down 2.1% from $168M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BLW and 12 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 22 added.
The largest buyer was Morgan Stanley, adding an estimated $2.12M. The largest seller was UBS Group, cutting an estimated $2.74M.
- 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2021, down from 82 in Q3 2021.
- Funds reported $165M of BlackRock Limited Duration Income Trust stock for Q4 2021, down 2.1% quarter-over-quarter.
- 12 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2021 and 13 closed out, a net change of -1 holder.
- The largest BlackRock Limited Duration Income Trust buyer in Q4 2021 was Morgan Stanley, an estimated $2.12M added.
- The largest BlackRock Limited Duration Income Trust seller in Q4 2021 was UBS Group, an estimated $2.74M sold.
Based on aggregated 13F filings for Q4 2021.