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Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 27.7%26.74% (-0.96%)

8% less funds holding

Funds holding: 167154 (-13)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

95% less capital invested

Capital invested by funds: $6.39B → $302M (-$6.09B)

Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
55
Reduced
51
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.45M -$182K -18,082 -7%
GC
27
Gilbert & Cook
Iowa
$2.3M
Truist Financial
28
Truist Financial
North Carolina
$2.27M +$198K +19,666 +9%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$2.15M -$39.9K -3,975 -2%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.97M -$40.9K -4,071 -2%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$1.9M -$157K -15,597 -7%
NAS
32
NWF Advisory Services
California
$1.58M +$1.69M +168,500 New
ACP
33
Aviance Capital Partners
Florida
$1.47M +$43.7K +4,355 +3%
CFA
34
Compass Financial Advisors
Indiana
$1.41M +$422K +42,000 +41%
CP
35
Camelot Portfolios
Ohio
$1.31M -$113K -11,299 -8%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.25M +$82.6K +8,224 +7%
BRWA
37
B. Riley Wealth Advisors
Florida
$1.16M +$153K +15,218 +15%
CCFM
38
Clear Creek Financial Management
Washington
$1.08M +$362K +36,006 +49%
HWM
39
Howard Wealth Management
Connecticut
$1.04M -$49.4K -4,915 -4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.03M -$61K -6,069 -5%
SAM
41
Selway Asset Management
$990K -$34.1K -3,400 -3%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$947K +$82.2K +8,183 +9%
AAM
43
Advisors Asset Management
Colorado
$920K -$12.4K -1,234 -1%
MWM
44
Melfa Wealth Management
Massachusetts
$862K +$10.7K +1,068 +1%
NA
45
NewEdge Advisors
Louisiana
$847K +$7.03K +700 +0.8%
MFG
46
Merit Financial Group
Georgia
$833K +$2.09K +208 +0.2%
CFA
47
Cahill Financial Advisors
Minnesota
$799K +$6.37K +634 +0.8%
WS
48
Wedbush Securities
California
$744K +$39.6K +3,947 +6%
Wells Fargo
49
Wells Fargo
California
$668K -$69.7K -6,938 -9%
AWS
50
Atria Wealth Solutions
New York
$649K -$6.15K -612 -0.9%