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BlackRock Limited Duration Income Trust
BLW

85 hedge funds and large institutions have $221M 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.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

53% more capital invested

Capital invested by funds: $144M → $221M (+$76.2M)

18% more funds holding

Funds holding: 72 → 85 (+13)

12.81% more ownership

Funds ownership: 31.42% → 44.23% (+13%)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$58.1M
2
GA
GraniteShares Advisors
New York
+$1.39M
3
JFG
Jefferies Financial Group
New York
+$961K
4
VAM
Verity Asset Management
North Carolina
+$695K
5
LCM
Landscape Capital Management
New Jersey
+$590K

Top Sellers

1
BI
Bramshill Investments
Florida
-$3.45M
2
Wells Fargo
Wells Fargo
California
-$617K
3
Osaic Holdings
Osaic Holdings
Arizona
-$456K
4
CIA
Capital Investment Advisors
Georgia
-$396K
5
SFS
Shaker Financial Services
Virginia
-$354K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$123M +$58.1M +4,463,874 +102%
Wells Fargo
2
Wells Fargo
California
$12.1M -$617K -47,405 -5%
GC
3
Guggenheim Capital
Illinois
$8.43M -$30.5K -2,343 -0.4%
UBS Group
4
UBS Group
Switzerland
$7.98M -$298K -22,898 -4%
BZWA
5
Blue Zone Wealth Advisors
California
$5.76M +$159K +12,217 +3%
Invesco
6
Invesco
Georgia
$5.24M +$28K +2,151 +0.6%
Cohen & Steers
7
Cohen & Steers
New York
$5.2M – – –
WW
8
Waterfront Wealth
Kansas
$4.42M -$26.9K -2,066 -0.6%
BI
9
Bramshill Investments
Florida
$3.86M -$3.45M -265,053 -49%
Bank of America
10
Bank of America
North Carolina
$3.76M +$29.9K +2,293 +0.9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.84M -$80.4K -6,175 -3%
CIA
12
Capital Investment Advisors
Georgia
$2.69M -$396K -30,415 -14%
JFG
13
Jefferies Financial Group
New York
$2.63M +$961K +73,832 +65%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.55M -$281K -21,585 -11%
LPL Financial
15
LPL Financial
California
$1.91M +$508K +39,013 +40%
AWA
16
Arete Wealth Advisors
Illinois
$1.9M +$833 +64 +0%
PS
17
Principal Securities
Iowa
$1.75M +$1.63M +125,211 New
SFS
18
Shaker Financial Services
Virginia
$1.73M -$354K -27,174 -18%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$1.69M – – –
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.63M +$65.8K +5,055 +5%
GA
21
GraniteShares Advisors
New York
$1.5M +$1.39M +107,085 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.49M -$456K -35,028 -25%
FFP
23
FourThought Financial Partners
Florida
$1.24M -$21.2K -1,627 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.12M -$23.3K -1,788 -2%
PAA
25
Peregrine Asset Advisers
Oregon
$885K -$11.4K -875 -1%
1
2 3 4

BLW Hedge Fund Activity: Q4 2023 in Review

85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2023, worth a combined $221M — up 53% 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 Morgan Stanley, adding an estimated $58.1M. 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 $221M of BlackRock Limited Duration Income Trust stock for Q4 2023, up 53% 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 Morgan Stanley, an estimated $58.1M 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.