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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

69 hedge funds and large institutions have $148M invested in BlackRock Limited Duration Income Trust in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$6.91M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.18M
4
Bank of America
4
Bank of America
North Carolina
$5.19M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.01M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.09M
2
YMRC
2
Yorktown Management & Research Company
Virginia
$1.58M
3
AAM
3
Advisors Asset Management
Colorado
$3.65M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
Invesco
5
Invesco
Georgia
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$924K – – –
SIA
27
SeaBridge Investment Advisors
New Jersey
$852K -$5.31K -350 -0.6%
PMG
28
ProVise Management Group
Florida
$813K -$30.2K -1,991 -4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$733K -$28.2K -1,859 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$387K +$45.9K +3,021 +13%
OFG
31
OTA Financial Group
New York
$368K +$368K +24,281 New
BCM
32
Blume Capital Management
California
$340K – – –
Millennium Management
33
Millennium Management
New York
$336K +$336K +22,153 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$222K +$4.56K +302 +2%
ACM
35
Alethea Capital Management
Washington
$221K – – –
MFS
36
MSI Financial Services
Massachusetts
$202K +$13.1K +862 +7%
WA
37
WealthTrust Axiom
Pennsylvania
$197K -$3.77K -250 -2%
SB
38
Suntrust Banks
Georgia
$196K +$263 +18 +0.1%
Stifel Financial
39
Stifel Financial
Missouri
$195K +$4.62K +299 +2%
WI
40
Wintrust Investments
Illinois
$195K +$195K +12,825 New
JHIU
41
Janus Henderson Investors US
Colorado
$188K +$17.7K +1,165 +10%
FAAS
42
First Allied Advisory Services
California
$182K +$29.5K +1,937 +19%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$179K +$179K +11,773 New
SI
44
SII Investments
Wisconsin
$179K +$179K +11,825 New
AG
45
Advisor Group
Arizona
$156K +$53.3K +3,500 +52%
HCM
46
Hollencrest Capital Management
California
$155K – – –
RJT
47
Raymond James Trust
Florida
$152K -$3.39K -224 -2%
SSB
48
Sandy Spring Bank
Maryland
$76K – – –
IA
49
IFP Advisors
Florida
$68K -$10.5K -695 -13%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$65K – – –
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