We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

112 hedge funds and large institutions have $339M invested in Eaton Vance Limited Duration Income Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 110112 (+2)

0.64% more ownership

Funds ownership: 19.16%19.8% (+0.64%)

3% less capital invested

Capital invested by funds: $351M → $339M (-$11.5M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
34
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMS
26
Index Management Solutions
Pennsylvania
$1.66M +$270K +17,902 +19%
DADC
27
D.A. Davidson & Co
Montana
$1.62M -$7.06K -468 -0.4%
Wells Fargo
28
Wells Fargo
California
$1.31M +$110K +7,321 +9%
ICAS
29
Investors Capital Advisory Services
Massachusetts
$1.3M
Cohen & Steers
30
Cohen & Steers
New York
$1.13M +$107K +7,114 +10%
V
31
Veritable
Delaware
$1.12M
FAAS
32
First Allied Advisory Services
California
$1.11M -$34.4K -2,282 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.04M -$200K -13,242 -16%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$1.02M -$656K -43,500 -38%
BCM
35
Blume Capital Management
California
$959K +$199K +13,200 +25%
Creative Planning
36
Creative Planning
Kansas
$946K +$31.6K +2,098 +3%
First Trust Advisors
37
First Trust Advisors
Illinois
$938K -$187K -12,416 -16%
RJA
38
Raymond James & Associates
Florida
$915K -$57.7K -3,829 -6%
OC
39
Oppenheimer & Co
New York
$893K -$270K -17,890 -23%
GWM
40
Greenwich Wealth Management
Connecticut
$852K -$377 -25 -0%
FFA
41
First Foundation Advisors
California
$731K +$109K +7,217 +17%
DA
42
Doliver Advisors
Texas
$705K +$729K +48,361 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$691K +$63.3K +4,200 +10%
Citigroup
44
Citigroup
New York
$688K +$35.4K +2,348 +5%
HCM
45
Hollencrest Capital Management
California
$671K -$10.2K -675 -1%
SRC
46
Shufro Rose & Co
New York
$629K -$1.51K -100 -0.2%
ICOA
47
Investment Centers of America
North Dakota
$618K -$9.79K -649 -2%
CI
48
Conning Inc
Connecticut
$614K
KeyBank National Association
49
KeyBank National Association
Ohio
$611K
PIA
50
Peachtree Investment Advisors
Georgia
$610K +$237K +15,700 +60%