BlackRock Limited Duration Income Trust
BLW
85 hedge funds and large institutions have $159M invested in BlackRock Limited Duration Income Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
18% more funds holding
Funds holding: 72 → 85 (+13)
10% more capital invested
Capital invested by funds: $144M → $159M (+$14.5M)
0.44% more ownership
Funds ownership: 31.42% → 31.86% (+0.44%)
34% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
GraniteShares Advisors
New York
|
+$1.39M |
| 2 |
JFG
Jefferies Financial Group
New York
|
+$961K |
| 3 |
VAM
Verity Asset Management
Durham,
North Carolina
|
+$695K |
| 4 |
Morgan Stanley
New York
|
+$654K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$3.45M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$617K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$456K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$396K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$354K |
BLW Hedge Fund Activity: Q4 2023 in Review
85 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2023, worth a combined $159M — up 10% from $144M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BLW positions and 2 closed out — a net gain of 14 holders — while 19 added to existing stakes and 29 trimmed.
The largest buyer was GraniteShares Advisors, opening a new position worth an estimated $1.39M. The largest seller was Bramshill Investments, cutting an estimated $3.45M.
- 85 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2023, up from 72 in Q3 2023.
- Funds reported $159M of BlackRock Limited Duration Income Trust stock for Q4 2023, up 10% quarter-over-quarter.
- 16 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2023 and 2 closed out, a net change of +14 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q4 2023 was GraniteShares Advisors, an estimated $1.39M added.
- The largest BlackRock Limited Duration Income Trust seller in Q4 2023 was Bramshill Investments, an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2023.