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Eaton Vance Limited Duration Income Fund

143 hedge funds and large institutions have $684M invested in Eaton Vance Limited Duration Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $577M → $684M (+$107M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.05% more ownership

Funds ownership: 43.45%44.5% (+1.1%)

1% less funds holding

Funds holding: 144143 (-1)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
20
Increased
51
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$3.4M +$2.04M +159,185 +163%
IWM
27
IHT Wealth Management
Illinois
$3.33M -$13.5K -1,050 -0.4%
VCM
28
Vivaldi Capital Management
Illinois
$2.76M +$177K +13,841 +7%
HWM
29
Howard Wealth Management
Connecticut
$2.73M +$2.64M +205,872 New
SFS
30
Shaker Financial Services
Virginia
$2.7M -$1.26M -98,629 -33%
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$2.54M -$273K -21,325 -10%
Creative Planning
32
Creative Planning
Kansas
$2.47M +$304K +23,732 +15%
Ameriprise
33
Ameriprise
Minnesota
$2.43M -$41.5K -3,238 -2%
CBA
34
Coastal Bridge Advisors
Connecticut
$2.22M -$44.7K -3,485 -2%
Truist Financial
35
Truist Financial
North Carolina
$2.22M +$2.14M +167,273 New
ACP
36
Aviance Capital Partners
Florida
$2.06M +$285K +22,253 +17%
WIA
37
Westbourne Investment Advisors
Maryland
$2.01M -$609K -47,550 -24%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.99M +$113K +8,802 +6%
CCP
39
Clough Capital Partners
Massachusetts
$1.84M +$1.78M +139,100 New
IAA
40
Independent Advisor Alliance
North Carolina
$1.81M +$1.76M +136,986 New
RJA
41
Raymond James & Associates
Florida
$1.58M -$226K -17,597 -13%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.56M -$318K -24,776 -17%
SAM
43
Selway Asset Management
$1.56M -$41K -3,200 -3%
MFG
44
Merit Financial Group
Georgia
$1.21M +$3.19K +249 +0.3%
FAAS
45
First Allied Advisory Services
California
$1.19M +$5.51K +430 +0.5%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.12M -$346K -26,982 -24%
MIG
47
Mariner Investment Group
New York
$1.1M +$167K +13,000 +19%
AWA
48
Arete Wealth Advisors
Illinois
$1.09M +$60.7K +4,733 +6%
CPP
49
Crow Point Partners
Massachusetts
$1.07M +$176K +13,701 +20%
RCM
50
Robinson Capital Management
Michigan
$1.05M