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EVV

Eaton Vance Limited Duration Income Fund

149 hedge funds and large institutions have $528M invested in Eaton Vance Limited Duration Income Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

3% more funds holding

Funds holding: 145149 (+4)

4.89% less ownership

Funds ownership: 39.18%34.29% (-4.9%)

8% less capital invested

Capital invested by funds: $575M → $528M (-$46.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
54
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.93M +$345K +26,775 +14%
ZA
27
Zazove Associates
Nevada
$2.88M
IWM
28
IHT Wealth Management
Illinois
$2.73M -$248K -19,263 -9%
ACP
29
Aviance Capital Partners
Florida
$2.61M +$347K +26,965 +16%
CBA
30
Coastal Bridge Advisors
Connecticut
$2.46M +$25.2K +1,955 +1%
SFS
31
Shaker Financial Services
Virginia
$2.38M +$1.01M +78,014 +77%
FFA
32
First Foundation Advisors
California
$2.25M -$233K -18,061 -10%
RJA
33
Raymond James & Associates
Florida
$2.09M +$387K +30,019 +24%
GC
34
Gilbert & Cook
Iowa
$2.01M
AAM
35
Advisors Asset Management
Colorado
$1.98M +$617K +47,859 +47%
EE
36
EWG Elevate
California
$1.96M +$121K +9,362 +7%
Stifel Financial
37
Stifel Financial
Missouri
$1.91M +$500K +38,848 +37%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.66M +$8.55K +664 +0.5%
RPA
39
Rock Point Advisors
Vermont
$1.64M +$379K +29,455 +31%
Truist Financial
40
Truist Financial
North Carolina
$1.59M +$304K +23,594 +25%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$1.57M +$392K +30,444 +35%
MFG
42
Merit Financial Group
Georgia
$1.41M +$1.44K +112 +0.1%
SAM
43
Selway Asset Management
$1.34M -$41.2K -3,200 -3%
WS
44
Wedbush Securities
California
$1.16M -$22.1K -1,717 -2%
PHS
45
Pekin Hardy Strauss
Illinois
$1.16M +$1.13M +87,375 New
KAS
46
Kestra Advisory Services
Texas
$1.14M +$9.97K +774 +0.9%
HI
47
Harbour Investments
Wisconsin
$1.14M -$71.3K -5,531 -6%
CCFM
48
Clear Creek Financial Management
Washington
$1.13M +$1.1M +85,025 New
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
$1.09M +$28.5K +2,209 +3%
AA
50
Apriem Advisors
California
$1.05M +$32.6K +2,531 +3%