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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

77 hedge funds and large institutions have $143M invested in BlackRock Limited Duration Income Trust in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.08M
3
CRC
3
Curi RMB Capital
Illinois
$2.13M
4
PMG
4
Private Management Group
California
$7.97M
5
IWM
5
IHT Wealth Management
Illinois
$1.69M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
Bank of America
3
Bank of America
North Carolina
$3.59M
4
SFS
4
Shaker Financial Services
Virginia
$784K
5
UBS Group
5
UBS Group
Switzerland
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.18M +$30.6K +2,293 +3%
LPL Financial
27
LPL Financial
California
$1.16M -$169K -12,651 -13%
PCM
28
Pointe Capital Management
Michigan
$1.14M +$66K +4,938 +6%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$996K +$996K +74,522 New
HFS
30
HL Financial Services
Kentucky
$883K +$22.9K +1,715 +3%
Ameriprise
31
Ameriprise
Minnesota
$867K +$25.9K +1,939 +3%
OA
32
Oxbow Advisors
Texas
$803K -$73.6K -5,500 -8%
SFS
33
Shaker Financial Services
Virginia
$784K -$1.88M -140,701 -71%
AC
34
Almitas Capital
California
$597K +$597K +44,632 New
PMG
35
ProVise Management Group
Florida
$577K -$42.1K -3,150 -7%
WAM
36
Weiss Asset Management
Massachusetts
$562K +$562K +42,033 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$490K +$23.4K +1,746 +5%
AA
38
AQR Arbitrage
Connecticut
$427K +$427K +31,935 New
AG
39
Advisor Group
Arizona
$360K +$52.6K +3,931 +17%
UR
40
USCA RIA
Texas
$356K +$3.34K +250 +0.9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$354K +$110K +8,261 +45%
DAS
42
Dynamic Advisor Solutions
Arizona
$324K -$6.4K -455 -2%
PPA
43
Parametric Portfolio Associates
Washington
$318K +$9.64K +721 +3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$303K -$73.8K -5,534 -20%
CFGS
45
Concourse Financial Group Securities
Alabama
$277K +$277K +20,627 New
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$254K +$17.3K +1,292 +7%
PAS
47
Park Avenue Securities
New York
$215K +$5.32K +378 +3%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$213K +$31.6K +2,366 +17%
CBA
49
Coastal Bridge Advisors
Connecticut
$205K -$16.7K -1,252 -8%
SWM
50
SeaCrest Wealth Management
New York
$165K – – –
1
2
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