BlackRock Limited Duration Income Trust
BLW
76 hedge funds and large institutions have $154M invested in BlackRock Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
1.13% more ownership
Funds ownership: 29.44% → 30.57% (+1.1%)
1% more capital invested
Capital invested by funds: $152M → $154M (+$2.07M)
1% less funds holding
Funds holding: 77 → 76 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.11M |
| 2 |
FA
Fountainhead AM
Warren,
New Jersey
|
+$535K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$460K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$354K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$527K |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
-$408K |
| 3 |
LA
LM Advisors
San Diego,
California
|
-$215K |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
-$192K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$183K |
BLW Hedge Fund Activity: Q4 2024 in Review
76 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Limited Duration Income Trust (BLW) for Q4 2024, worth a combined $154M — up 1.4% from $152M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BLW positions and 4 closed out — a net gain of 4 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $527K.
- 76 institutional investors held BlackRock Limited Duration Income Trust (BLW) as of Q4 2024, down from 77 in Q3 2024.
- Funds reported $154M of BlackRock Limited Duration Income Trust stock for Q4 2024, up 1.4% quarter-over-quarter.
- 8 funds opened new BlackRock Limited Duration Income Trust positions in Q4 2024 and 4 closed out, a net change of +4 holders.
- The largest BlackRock Limited Duration Income Trust buyer in Q4 2024 was Guggenheim Capital, an estimated $2.11M added.
- The largest BlackRock Limited Duration Income Trust seller in Q4 2024 was Morgan Stanley, an estimated $527K sold.
Based on aggregated 13F filings for Q4 2024.