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Eaton Vance Limited Duration Income Fund

156 hedge funds and large institutions have $304M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 154156 (+2)

1.18% more ownership

Funds ownership: 26.74%27.93% (+1.2%)

0% more capital invested

Capital invested by funds: $302M → $304M (+$1.51M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Gilbert & Cook
Iowa
$2.19M +$5.44K +585 +0.3%
AA
27
AQR Arbitrage
Connecticut
$2.18M +$2.17M +232,958 New
SFS
28
Shaker Financial Services
Virginia
$2.15M +$1.62M +174,018 +313%
EDRIA
29
Edmonds Duncan Registered Investment Advisors
Kansas
$2.08M +$41.4K +4,451 +2%
CA
30
CoreCap Advisors
Michigan
$2.01M +$2M +215,025 New
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$1.87M
RCM
32
Rivernorth Capital Management
Florida
$1.83M +$1.81M +195,166 New
Truist Financial
33
Truist Financial
North Carolina
$1.62M -$534K -57,465 -25%
NAS
34
NWF Advisory Services
California
$1.58M
ACP
35
Aviance Capital Partners
Florida
$1.46M +$63.3K +6,805 +5%
LCM
36
Landscape Capital Management
New Jersey
$1.36M +$1.35M +145,507 New
WAM
37
Wolverine Asset Management
Illinois
$1.35M +$1.34M +144,285 New
CP
38
Camelot Portfolios
Ohio
$1.26M +$16.7K +1,795 +1%
BRWA
39
B. Riley Wealth Advisors
Florida
$1.22M +$112K +12,039 +10%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.13M -$55.5K -5,973 -5%
CCFM
41
Clear Creek Financial Management
Washington
$1.04M +$14.7K +1,586 +1%
CAN
42
Cetera Advisor Networks
California
$1.02M -$4.54M -487,968 -82%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$962K -$15.8K -1,705 -2%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$951K +$50.4K +5,424 +6%
MWM
45
Melfa Wealth Management
Massachusetts
$934K +$114K +12,220 +14%
SAM
46
Selway Asset Management
$919K -$21.4K -2,300 -2%
NA
47
NewEdge Advisors
Louisiana
$866K +$19.5K +2,100 +2%
AC
48
Almitas Capital
California
$828K +$810K +87,167 New
MFG
49
Merit Financial Group
Georgia
$789K -$3.2K -344 -0.4%
AWS
50
Atria Wealth Solutions
New York
$741K +$124K +13,299 +20%