We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $518M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

1% less funds holding

Funds holding: 143141 (-2)

1.57% less ownership

Funds ownership: 44.5%42.94% (-1.6%)

24% less capital invested

Capital invested by funds: $684M → $518M (-$166M)

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
43
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
26
Howard Wealth Management
Connecticut
$2.82M +$755K +60,963 +30%
IWM
27
IHT Wealth Management
Illinois
$2.58M -$87.4K -7,059 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.39M -$1.23M -99,367 -31%
ZA
29
Zazove Associates
Nevada
$2.3M -$1.18M -95,577 -31%
CCP
30
Clough Capital Partners
Massachusetts
$2.2M +$857K +69,200 +50%
MF
31
Manchester Financial
California
$2.16M +$2.53M +204,000 New
Ameriprise
32
Ameriprise
Minnesota
$2.12M +$206K +16,646 +9%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.07M +$13.1M +1,056,484 New
CBA
34
Coastal Bridge Advisors
Connecticut
$1.98M +$244K +19,738 +12%
BI
35
Bramshill Investments
Florida
$1.82M +$2.14M +172,627 New
Creative Planning
36
Creative Planning
Kansas
$1.73M -$286K -23,079 -12%
ACP
37
Aviance Capital Partners
Florida
$1.59M -$59.6K -4,810 -3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.53M -$64.3K -5,192 -3%
WIA
39
Westbourne Investment Advisors
Maryland
$1.5M -$126K -10,200 -7%
SFS
40
Shaker Financial Services
Virginia
$1.41M -$877K -70,854 -35%
Truist Financial
41
Truist Financial
North Carolina
$1.36M -$483K -38,979 -23%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.28M +$449K +36,252 +43%
MFG
43
Merit Financial Group
Georgia
$1.28M +$363K +29,300 +32%
SAM
44
Selway Asset Management
$1.18M -$84.2K -6,800 -6%
AWA
45
Arete Wealth Advisors
Illinois
$980K +$130K +10,534 +13%
HighTower Advisors
46
HighTower Advisors
Illinois
$974K -$319K -25,733 -22%
RJA
47
Raymond James & Associates
Florida
$910K -$409K -33,053 -28%
Goldman Sachs
48
Goldman Sachs
New York
$835K +$978K +79,005 New
FAAS
49
First Allied Advisory Services
California
$827K -$135K -10,925 -12%
BWM
50
BerganKDV Wealth Management
Minnesota
$793K +$242K +19,516 +35%