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EVV

Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $575M invested in Eaton Vance Limited Duration Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

2.85% less ownership

Funds ownership: 42.03%39.18% (-2.9%)

6% less funds holding

Funds holding: 154145 (-9)

6% less capital invested

Capital invested by funds: $612M → $575M (-$36.5M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
54
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$2.84M -$304K -24,162 -10%
ZA
27
Zazove Associates
Nevada
$2.74M
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.73M +$183K +14,517 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.46M -$78.2K -6,217 -3%
FFA
30
First Foundation Advisors
California
$2.37M -$425K -33,768 -15%
CBA
31
Coastal Bridge Advisors
Connecticut
$2.32M -$154K -12,209 -6%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$2.17M +$64.1K +5,100 +3%
ACP
33
Aviance Capital Partners
Florida
$2.14M +$23.5K +1,871 +1%
GC
34
Gilbert & Cook
Iowa
$1.92M +$1.91M +151,585 New
EE
35
EWG Elevate
California
$1.75M +$30.4K +2,416 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.62M +$62.5K +4,969 +4%
RJA
37
Raymond James & Associates
Florida
$1.61M +$494K +39,246 +44%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.57M -$31.4K -2,498 -2%
MFG
39
Merit Financial Group
Georgia
$1.34M -$4.25K -338 -0.3%
Stifel Financial
40
Stifel Financial
Missouri
$1.33M +$659K +52,365 +99%
SAM
41
Selway Asset Management
$1.31M +$6.29K +500 +0.5%
AAM
42
Advisors Asset Management
Colorado
$1.28M +$737K +58,606 +136%
SFS
43
Shaker Financial Services
Virginia
$1.28M -$416K -33,097 -25%
ACM
44
Ascendant Capital Management
California
$1.26M +$314K +25,000 +33%
Truist Financial
45
Truist Financial
North Carolina
$1.22M -$1.51K -120 -0.1%
RPA
46
Rock Point Advisors
Vermont
$1.19M +$371K +29,470 +45%
HI
47
Harbour Investments
Wisconsin
$1.15M +$1.15M +91,135 New
WS
48
Wedbush Securities
California
$1.13M +$107K +8,540 +11%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$1.11M +$869K +69,069 +366%
KAS
50
Kestra Advisory Services
Texas
$1.08M -$538K -42,747 -33%