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EVV

Eaton Vance Limited Duration Income Fund

140 hedge funds and large institutions have $554M invested in Eaton Vance Limited Duration Income Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 138140 (+2)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

3% less capital invested

Capital invested by funds: $571M → $554M (-$17.6M)

1.52% less ownership

Funds ownership: 43.52%42% (-1.5%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
16
Increased
46
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.73M +$422K +36,531 +18%
HWM
27
Howard Wealth Management
Connecticut
$2.63M -$224K -19,340 -8%
ZA
28
Zazove Associates
Nevada
$2.46M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.45M -$43.1K -3,730 -2%
CBA
30
Coastal Bridge Advisors
Connecticut
$2.31M +$144K +12,498 +7%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.05M +$448K +38,782 +27%
ACP
32
Aviance Capital Partners
Florida
$1.96M +$98.3K +8,504 +5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.86M +$180K +15,600 +10%
BI
34
Bramshill Investments
Florida
$1.57M -$747K -64,592 -32%
Creative Planning
35
Creative Planning
Kansas
$1.35M +$129K +11,154 +10%
MFG
36
Merit Financial Group
Georgia
$1.32M +$91.5K +7,919 +7%
SAM
37
Selway Asset Management
$1.29M +$55.8K +4,826 +4%
AWA
38
Arete Wealth Advisors
Illinois
$1.25M +$80.8K +6,986 +7%
Truist Financial
39
Truist Financial
North Carolina
$1.22M -$179K -15,523 -13%
BWM
40
BerganKDV Wealth Management
Minnesota
$1.2M +$355K +30,691 +41%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.19M +$149K +12,878 +14%
CRC
42
Curi RMB Capital
Illinois
$1.16M +$596K +51,521 +100%
SFS
43
Shaker Financial Services
Virginia
$1.15M -$268K -23,185 -19%
EWM
44
Evercore Wealth Management
New York
$1.07M +$155K +13,375 +16%
KAS
45
Kestra Advisory Services
Texas
$942K +$962K +83,253 New
FAAS
46
First Allied Advisory Services
California
$931K +$9.45K +817 +1%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$912K +$101K +8,719 +12%
RJA
48
Raymond James & Associates
Florida
$906K -$34.2K -2,957 -4%
HighTower Advisors
49
HighTower Advisors
Illinois
$901K +$82.5K +7,140 +10%
WS
50
Wedbush Securities
California
$822K -$4.49K -388 -0.5%