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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

79 hedge funds and large institutions have $173M invested in BlackRock Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
30
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
1
Waterfront Wealth
Kansas
$4.08M
2
Cohen & Steers
2
Cohen & Steers
New York
$6.99M
3
SFS
3
Shaker Financial Services
Virginia
$2.73M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.27M
5
Wells Fargo
5
Wells Fargo
California
$6.69M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$51.2M
3
PCM
3
PenderFund Capital Management
British Columbia, Canada
$0
4
HBCM
4
Heron Bay Capital Management
Michigan
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.2M 3,056,321 -197,267 -6%
UBS Group
2
UBS Group
Switzerland
$19.9M 1,185,988 +40,932 +4%
BI
3
Bramshill Investments
Florida
$9.32M 556,324 +2,294 +0.4%
Invesco
4
Invesco
Georgia
$7.84M 467,915 +759 +0.2%
Cohen & Steers
5
Cohen & Steers
New York
$6.99M 417,469 +162,720 +64%
Wells Fargo
6
Wells Fargo
California
$6.69M 399,664 +56,041 +16%
CIA
7
Capital Investment Advisors
Georgia
$6.31M 376,524 +19,901 +6%
Bank of America
8
Bank of America
North Carolina
$5.15M 307,130 -6,933 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.62M 275,690 +14,096 +5%
WW
10
Waterfront Wealth
Kansas
$4.08M 243,758 +243,758 New
Stifel Financial
11
Stifel Financial
Missouri
$3.65M 217,883 +2,562 +1%
GC
12
Guggenheim Capital
Illinois
$3.62M 215,840 +17,974 +9%
AAM
13
Advisors Asset Management
Colorado
$3.27M 195,027 +7,957 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.75M 164,359 -41,499 -20%
SFS
15
Shaker Financial Services
Virginia
$2.73M 162,975 +103,760 +175%
JG
16
Jefferies Group
New York
$2.42M 144,326 -1,764 -1%
FFA
17
First Foundation Advisors
California
$2.12M 126,446 -10,630 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.85M 110,218 -4,052 -4%
EDRIA
19
Edmonds Duncan Registered Investment Advisors
Kansas
$1.58M 94,404 -254 -0.3%
Lazard Asset Management
20
Lazard Asset Management
New York
– – – –
PCM
21
Pointe Capital Management
Michigan
$1.5M 89,481 -3,421 -4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.46M 86,997 +1,025 +1%
SIA
23
SeaBridge Investment Advisors
New Jersey
$1.44M 85,801 -33,499 -28%
LPL Financial
24
LPL Financial
California
$1.34M 80,210 +10,153 +14%
FF
25
FourThought Financial
Florida
$1.29M 77,061 +2,646 +4%
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