BlackRock Limited Duration Income Trust
BLW
71 hedge funds and large institutions have $138M invested in BlackRock Limited Duration Income Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
1% more capital invested
Capital invested by funds: $136M → $138M (+$1.88M)
0.48% more ownership
Funds ownership: 29.04% → 29.52% (+0.48%)
1% less funds holding
Funds holding: 72 → 71 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.59M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.81M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.66M |
| 4 |
JFG
Jefferies Financial Group
New York
|
+$875K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.84M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.84M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$383K |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$247K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$246K |
BLW Hedge Fund Activity: Q1 2023 in Review
71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2023, worth a combined $138M — up 1.4% from $136M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BLW positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.59M. The largest seller was Cohen & Steers, cutting an estimated $1.84M.
- 71 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2023, down from 72 in Q4 2022.
- Funds reported $138M of BlackRock Limited Duration Income Trust stock for Q1 2023, up 1.4% quarter-over-quarter.
- 7 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2023 and 6 closed out, a net change of +1 holder.
- The largest BlackRock Limited Duration Income Trust buyer in Q1 2023 was Morgan Stanley, an estimated $2.59M added.
- The largest BlackRock Limited Duration Income Trust seller in Q1 2023 was Cohen & Steers, an estimated $1.84M sold.
Based on aggregated 13F filings for Q1 2023.