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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

87 hedge funds and large institutions have $170M invested in BlackRock Limited Duration Income Trust in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.8M
2
HBCM
2
Heron Bay Capital Management
Michigan
$2.31M
3
FF
3
FourThought Financial
Florida
$1.18M
4
KAS
4
Kestra Advisory Services
Texas
$1.09M
5
AAM
5
Advisors Asset Management
Colorado
$2.98M

Top Sellers

1
PCM
1
PenderFund Capital Management
British Columbia, Canada
$3.04M
2
GC
2
Guggenheim Capital
Illinois
$3.15M
3
MSL
3
Mackay Shields LLC
New York
$0
4
WTC
4
WhitTier Trust Company
Nevada
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$167K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.8M 3,253,588 +388,977 +14%
UBS Group
2
UBS Group
Switzerland
$18.2M 1,145,056 +40,124 +4%
BI
3
Bramshill Investments
Florida
$8.82M 554,030 +58,411 +12%
Invesco
4
Invesco
Georgia
$7.44M 467,156 +1,754 +0.4%
CIA
5
Capital Investment Advisors
Georgia
$5.68M 356,623 +5,820 +2%
Wells Fargo
6
Wells Fargo
California
$5.47M 343,623 -16,698 -5%
PCM
7
Penserra Capital Management
California
$5.06M 317,969 +22,279 +8%
Bank of America
8
Bank of America
North Carolina
$5M 314,063 -12,564 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.17M 261,594 -16,539 -6%
Cohen & Steers
10
Cohen & Steers
New York
$4.06M 254,749 +57,755 +29%
Stifel Financial
11
Stifel Financial
Missouri
$3.43M 215,321 -20,135 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.28M 205,858 +11,702 +6%
GC
13
Guggenheim Capital
Illinois
$3.15M 197,866 -105,585 -35%
PCM
14
PenderFund Capital Management
British Columbia, Canada
$3.04M 150,000 -150,000 -50%
AAM
15
Advisors Asset Management
Colorado
$2.98M 187,070 +68,417 +58%
JG
16
Jefferies Group
New York
$2.33M 146,090 -484 -0.3%
HBCM
17
Heron Bay Capital Management
Michigan
$2.31M 144,805 +144,805 New
FFA
18
First Foundation Advisors
California
$2.18M 137,076 -20,207 -13%
SIA
19
SeaBridge Investment Advisors
New Jersey
$1.9M 119,300 -140 -0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.82M 114,270 -6,203 -5%
EDRIA
21
Edmonds Duncan Registered Investment Advisors
Kansas
$1.51M 94,658 -1,392 -1%
Lazard Asset Management
22
Lazard Asset Management
New York
– – – –
PCM
23
Pointe Capital Management
Michigan
$1.48M 92,902 +5,163 +6%
IWM
24
IHT Wealth Management
Illinois
$1.38M 86,775 -343 -0.4%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.37M 85,972 +1,791 +2%
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