BLW icon

BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

50 hedge funds and large institutions have $109M invested in BlackRock Limited Duration Income Trust in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
25
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.3M
2
SFS
2
Shaker Financial Services
Virginia
$3.9M
3
U
3
UBS
Switzerland
$17M
4
Invesco
4
Invesco
Georgia
$16.3M
5
DA
5
Doliver Advisors
Texas
$643K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$5.43M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.36M
4
CWM
4
Cabot Wealth Management
Massachusetts
$0
5
GC
5
Guggenheim Capital
Illinois
$6.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.3M 1,688,317 +160,025 +10%
U
2
UBS
Switzerland
$17M 1,052,251 +77,652 +8%
Invesco
3
Invesco
Georgia
$16.3M 1,007,881 +47,195 +5%
GC
4
Guggenheim Capital
Illinois
$6.79M 419,723 -16,616 -4%
SCM
5
Saba Capital Management
New York
$5.43M 335,580 -66,196 -16%
HC
6
Highmount Capital
New York
$4.51M 279,155 +8,455 +3%
SFS
7
Shaker Financial Services
Virginia
$3.9M 240,861 +105,350 +78%
CIA
8
Capital Investment Advisors
Georgia
$3.89M 240,706 +10,620 +5%
AAM
9
Advisors Asset Management
Colorado
$3.36M 207,603 -27,499 -12%
Bank of America
10
Bank of America
North Carolina
$3.27M 202,189 +34,104 +20%
Wells Fargo
11
Wells Fargo
California
$2.2M 135,887 +16,170 +14%
LPL Financial
12
LPL Financial
California
$1.67M 102,326 +8,154 +9%
RJA
13
Raymond James & Associates
Florida
$1.64M 101,297 -707 -0.7%
Cohen & Steers
14
Cohen & Steers
New York
$1.52M 94,171 +9,448 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.4M 86,746 +5,926 +7%
WFG
16
Wills Financial Group
Virginia
$838K 51,832 +71 +0.1%
PMG
17
ProVise Management Group
Florida
$815K 50,400 +11,659 +30%
DA
18
Doliver Advisors
Texas
$643K 39,752 +39,752 New
IAS
19
IMA Advisory Services
Colorado
$578K 35,754 -9,380 -21%
FFA
20
First Foundation Advisors
California
$544K 33,661 +6,504 +24%
UCFA
21
United Capital Financial Advisors
Texas
$512K 31,675 +6,147 +24%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$462K 28,585 +704 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$462K 28,546 +4,208 +17%
HCM
24
Hollencrest Capital Management
California
$350K 21,650 – –
AQR Capital Management
25
AQR Capital Management
Connecticut
$347K 21,449 +21,449 New
1
2 3