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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

75 hedge funds and large institutions have $147M invested in BlackRock Limited Duration Income Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PMG
1
Private Management Group
California
$4.73M
2
RCM
2
Rivernorth Capital Management
Florida
$5.82M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.84M
4
WAM
4
Wolverine Asset Management
Illinois
$2.07M
5
OA
5
Oxbow Advisors
Texas
$1.06M

Top Sellers

1
SCM
1
Southport Capital Management
Tennessee
$0
2
FFA
2
First Foundation Advisors
California
$4.08M
3
Morgan Stanley
3
Morgan Stanley
New York
$34.7M
4
SG Americas Securities
4
SG Americas Securities
New York
$664K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
51
Sandy Spring Bank
Maryland
$74K – – –
MFW
52
Mosaic Family Wealth
Missouri
$63K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$55K -$22.2K -1,500 -29%
CHC
54
City Holding Co
West Virginia
$38K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$33K +$529 +36 +2%
OIA
56
Optimum Investment Advisors
Illinois
$30K +$30K +2,000 New
RCAG
57
Rehmann Capital Advisory Group
Michigan
$23.4K – – –
IA
58
IFP Advisors
Florida
$21K -$10.5K -701 -33%
BWL
59
Bogart Wealth LLC
Virginia
$20K – – –
WWM
60
Wagner Wealth Management
South Carolina
$19K – – –
ASN
61
Advisory Services Network
Georgia
$11K +$1.83K +120 +20%
FHA
62
Flagship Harbor Advisors
Massachusetts
$11K +$11K +800 New
CF
63
Centaurus Financial
California
$10K +$10K +680 New
CAL
64
Capital Analysts LLC
Pennsylvania
$7K -$8.57K -600 -55%
NSIM
65
North Star Investment Management
Illinois
$7K – – –
APA
66
American Portfolios Advisors
New York
$6.17K – – –
Citigroup
67
Citigroup
New York
$6K – – –
GI
68
Gradient Investments
Minnesota
$5K – – –
CFA
69
Carroll Financial Associates
North Carolina
$4K – – –
TCOV
70
Trust Company of Vermont
Vermont
$4K – – –
US Bancorp
71
US Bancorp
Minnesota
$4K – – –
FANJ
72
Financial Architects (New Jersey)
New Jersey
$3K – – –
ME
73
McIlrath & Eck
Washington
$3K – – –
JCM
74
Jacobi Capital Management
Pennsylvania
$2K – – –
PMG
75
ProVise Management Group
Florida
$729 +$4 +250 +0.5%
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3
4