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Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $612M invested in Eaton Vance Limited Duration Income Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $554M → $612M (+$58M)

10% more funds holding

Funds holding: 140154 (+14)

0.03% more ownership

Funds ownership: 42%42.03% (+0.03%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
55
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$2.78M -$305K -25,341 -10%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.75M -$1.49M -123,324 -36%
ZA
28
Zazove Associates
Nevada
$2.72M
HWM
29
Howard Wealth Management
Connecticut
$2.55M -$344K -28,558 -12%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.53M +$253K +21,020 +12%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.51M -$193K -16,060 -7%
CBA
32
Coastal Bridge Advisors
Connecticut
$2.45M -$105K -8,744 -4%
ACP
33
Aviance Capital Partners
Florida
$2.1M -$66.2K -5,500 -3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$2.09M +$25.3K +2,100 +1%
EE
35
EWG Elevate
California
$1.71M +$798K +66,250 +95%
SFS
36
Shaker Financial Services
Virginia
$1.68M +$389K +32,313 +32%
KAS
37
Kestra Advisory Services
Texas
$1.59M +$538K +44,714 +54%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.59M +$1.53M +127,179 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.54M +$220K +18,258 +17%
MA
40
MJP Associates
Connecticut
$1.44M +$1.38M +114,767 New
Creative Planning
41
Creative Planning
Kansas
$1.43M -$60.5K -5,020 -4%
AWA
42
Arete Wealth Advisors
Illinois
$1.4M +$19.2K +1,593 +1%
MFG
43
Merit Financial Group
Georgia
$1.34M -$124K -10,271 -9%
SAM
44
Selway Asset Management
$1.3M -$131K -10,900 -10%
Truist Financial
45
Truist Financial
North Carolina
$1.21M -$137K -11,355 -11%
RJA
46
Raymond James & Associates
Florida
$1.11M +$99.8K +8,290 +10%
BWM
47
BerganKDV Wealth Management
Minnesota
$1.1M -$219K -18,192 -17%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.08M +$69.9K +5,805 +7%
EWM
49
Evercore Wealth Management
New York
$1.02M -$157K -13,050 -14%
WS
50
Wedbush Securities
California
$1.01M +$95.7K +7,950 +11%