BLW icon

BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

49 hedge funds and large institutions have $103M invested in BlackRock Limited Duration Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HC
1
Highmount Capital
New York
$3.93M
2
SFS
2
Shaker Financial Services
Virginia
$3.78M
3
Citigroup
3
Citigroup
New York
$706K
4
GC
4
Guggenheim Capital
Illinois
$5.76M
5
PMG
5
ProVise Management Group
Florida
$427K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.06M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.6M
3
VC
3
Vicus Capital
Pennsylvania
$275K
4
WAM
4
Wolverine Asset Management
Illinois
$111K
5
U
5
UBS
Switzerland
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.6M 1,199,546 -41,949 -3%
Invesco
2
Invesco
Georgia
$15.9M 924,596 -6,203 -0.7%
SCM
3
Saba Capital Management
New York
$15.3M 894,186 – –
U
4
UBS
Switzerland
$14.4M 841,164 -16,019 -2%
GC
5
Guggenheim Capital
Illinois
$5.76M 335,581 +32,877 +11%
CIA
6
Capital Investment Advisors
Georgia
$3.94M 229,741 +9,181 +4%
HC
7
Highmount Capital
New York
$3.93M 229,160 +229,160 New
SFS
8
Shaker Financial Services
Virginia
$3.78M 220,141 +76,585 +53%
AAM
9
Advisors Asset Management
Colorado
$3.03M 176,629 -767 -0.4%
Bank of America
10
Bank of America
North Carolina
$2.06M 120,080 -45,934 -28%
Wells Fargo
11
Wells Fargo
California
$1.93M 112,654 -7,428 -6%
LPL Financial
12
LPL Financial
California
$1.47M 85,591 +5,549 +7%
Cohen & Steers
13
Cohen & Steers
New York
$1.45M 84,723 – –
RJA
14
Raymond James & Associates
Florida
$1.35M 78,528 +16,632 +27%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.3M 75,587 +2,894 +4%
SG Americas Securities
16
SG Americas Securities
New York
$776K 45,242 +9,539 +27%
Citigroup
17
Citigroup
New York
$706K 41,172 +36,304 +746%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$471K 27,472 -1,111 -4%
PMG
19
ProVise Management Group
Florida
$427K 24,905 +24,905 New
FFA
20
First Foundation Advisors
California
$416K 24,255 – –
WFG
21
Wills Financial Group
Virginia
$399K 23,299 +23,299 New
HCM
22
Hollencrest Capital Management
California
$391K 22,790 -3,829 -14%
CWM
23
Cabot Wealth Management
Massachusetts
$344K 20,050 – –
ICAS
24
Investors Capital Advisory Services
Massachusetts
$344K 20,076 +20,076 New
IAS
25
IMA Advisory Services
Colorado
$306K 17,854 – –
1
2 3