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BlackRock Limited Duration Income Trust
BLW

80 hedge funds and large institutions have $153M invested in BlackRock Limited Duration Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 85 → 80 (-5)

13.54% less ownership

Funds ownership: 44.23% → 30.69% (-14%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

30% less capital invested

Capital invested by funds: $221M → $153M (-$67.1M)

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$709K
2
LPL Financial
LPL Financial
California
+$648K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$374K
4
PI
PFG Investments
New York
+$359K
5
HF
HRT Financial
New York
+$218K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$59.9M
2
BI
Bramshill Investments
Florida
-$3.86M
3
FFP
FourThought Financial Partners
Florida
-$1.24M
4
Invesco
Invesco
Georgia
-$1.23M
5
GC
Guggenheim Capital
Illinois
-$924K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.7M -$59.9M -4,289,753 -49%
Wells Fargo
2
Wells Fargo
California
$12.1M -$35.4K -2,537 -0.3%
UBS Group
3
UBS Group
Switzerland
$8.1M +$92.8K +6,652 +1%
GC
4
Guggenheim Capital
Illinois
$7.53M -$924K -66,247 -11%
BZWA
5
Blue Zone Wealth Advisors
California
$5.99M +$208K +14,917 +4%
Cohen & Steers
6
Cohen & Steers
New York
$5.22M – – –
Invesco
7
Invesco
Georgia
$4.02M -$1.23M -87,915 -23%
WW
8
Waterfront Wealth
Kansas
$3.59M -$683K -48,949 -15%
Bank of America
9
Bank of America
North Carolina
$3.56M -$212K -15,199 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.81M -$45.1K -3,229 -2%
CIA
11
Capital Investment Advisors
Georgia
$2.65M -$51.5K -3,693 -2%
LPL Financial
12
LPL Financial
California
$2.57M +$648K +46,434 +34%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.54M -$18.6K -1,335 -0.7%
JFG
14
Jefferies Financial Group
New York
$2.52M -$120K -8,610 -5%
AWA
15
Arete Wealth Advisors
Illinois
$1.77M -$139K -9,940 -7%
PS
16
Principal Securities
Iowa
$1.75M -$2.44K -175 -0.1%
GA
17
GraniteShares Advisors
New York
$1.72M +$218K +15,610 +15%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$1.7M – – –
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.68M +$50.6K +3,627 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.37M -$128K -9,167 -9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.29M +$166K +11,918 +15%
SFS
22
Shaker Financial Services
Virginia
$999K -$731K -52,370 -42%
PAA
23
Peregrine Asset Advisers
Oregon
$888K – – –
VAM
24
Verity Asset Management
North Carolina
$759K +$9.88K +708 +1%
WA
25
Wealth Alliance
New York
$750K -$9.24K -662 -1%
1
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BLW Hedge Fund Activity: Q1 2024 in Review

80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q1 2024, worth a combined $153M — down 30% from $221M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BLW and 9 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, opening a new position worth an estimated $709K. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 80 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q1 2024, down from 85 in Q4 2023.
  • Funds reported $153M of BlackRock Limited Duration Income Trust stock for Q1 2024, down 30% quarter-over-quarter.
  • 9 funds opened new BlackRock Limited Duration Income Trust positions in Q1 2024 and 12 closed out, a net change of -3 holders.
  • The largest BlackRock Limited Duration Income Trust buyer in Q1 2024 was Jane Street, an estimated $709K added.
  • The largest BlackRock Limited Duration Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.