BLW icon

BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

75 hedge funds and large institutions have $153M invested in BlackRock Limited Duration Income Trust in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$7.63M
2
UBS Group
2
UBS Group
Switzerland
$25.4M
3
AGA
3
Accuvest Global Advisors
Utah
$891K
4
WS
4
Wela Strategies
Georgia
$837K
5
PCM
5
Pointe Capital Management
Michigan
$753K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$6.67M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.1M
3
AAM
3
Advisors Asset Management
Colorado
$2.6M
4
Invesco
4
Invesco
Georgia
$8.6M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$212K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.1M 2,125,031 -97,071 -4%
UBS Group
2
UBS Group
Switzerland
$25.4M 1,628,207 +84,142 +5%
Bessemer Group
3
Bessemer Group
New Jersey
$9.87M 633,675 -41,325 -6%
Invesco
4
Invesco
Georgia
$8.6M 552,540 -54,420 -9%
GC
5
Guggenheim Capital
Illinois
$7.63M 489,985 +123,148 +34%
Wells Fargo
6
Wells Fargo
California
$6.82M 437,916 -29,131 -6%
RVPG
7
Relative Value Partners Group
$6.67M 430,061 -113,799 -21%
RCM
8
Rivernorth Capital Management
Florida
$6.46M 414,653 -40,687 -9%
Bank of America
9
Bank of America
North Carolina
$5.59M 359,035 +16,788 +5%
FFA
10
First Foundation Advisors
California
$4.75M 305,174 +14,981 +5%
CIA
11
Capital Investment Advisors
Georgia
$4.3M 276,208 +23,323 +9%
AAM
12
Advisors Asset Management
Colorado
$2.6M 166,684 -73,635 -31%
PMG
13
Private Management Group
California
$2.33M 149,667 +38,096 +34%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.2M 140,982 +14,260 +11%
LPL Financial
15
LPL Financial
California
$2.19M 140,797 -1,315 -0.9%
Cohen & Steers
16
Cohen & Steers
New York
$2.02M 130,016 – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.83M 117,272 +39,699 +51%
YMRC
18
Yorktown Management & Research Company
Virginia
$1.62M 103,958 – –
EDRIA
19
Edmonds Duncan Registered Investment Advisors
Kansas
$1.59M 101,622 +2,414 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.29M 82,949 +12,570 +18%
RJA
21
Raymond James & Associates
Florida
$1.26M 80,952 -19,955 -20%
RCM
22
Robinson Capital Management
Michigan
$1.2M 77,027 – –
OA
23
Oxbow Advisors
Texas
$1.18M 75,996 – –
SIA
24
SeaBridge Investment Advisors
New Jersey
$1.02M 65,765 +9,605 +17%
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$949K 60,940 – –
1
2 3 4