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EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.89% less ownership

Funds ownership: 32.57%31.67% (-0.89%)

3% less capital invested

Capital invested by funds: $369M → $359M (-$10M)

6% less funds holding

Funds holding: 153144 (-9)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
144
Holders Change
-9
Holders Change %
-5.88%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
57
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$2.29M -$2.86K -296 -0.1%
OFG
27
Oxford Financial Group
Indiana
$2.2M +$2.19M +226,137 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.09M +$3.35K +347 +0.2%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$1.95M
LCM
30
Landscape Capital Management
New Jersey
$1.82M +$965K +99,887 +115%
BRWA
31
B. Riley Wealth Advisors
Florida
$1.55M +$295K +30,499 +24%
ACP
32
Aviance Capital Partners
Florida
$1.29M +$55.5K +5,744 +5%
NAS
33
NWF Advisory Services
California
$1.24M -$279K -28,900 -19%
CP
34
Camelot Portfolios
Ohio
$1.24M +$189K +19,578 +18%
1CP
35
1607 Capital Partners
Virginia
$1.2M -$129K -13,400 -10%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$1.17M +$31.9K +3,297 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.15M +$134K +13,902 +13%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.14M +$238K +24,656 +27%
CCFM
39
Clear Creek Financial Management
Washington
$1.04M +$41.6K +4,305 +4%
AA
40
AQR Arbitrage
Connecticut
$989K -$3.3M -341,336 -77%
MWM
41
Melfa Wealth Management
Massachusetts
$947K +$15K +1,548 +2%
NA
42
NewEdge Advisors
Louisiana
$944K -$2.79K -289 -0.3%
WS
43
Wedbush Securities
California
$915K +$67.1K +6,941 +8%
CA
44
CoreCap Advisors
Michigan
$890K +$15K +1,555 +2%
IAIM
45
International Assets Investment Management
Florida
$757K +$95.9K +9,920 +15%
POIA
46
Pin Oak Investment Advisors
Texas
$640K -$10.6K -1,100 -2%
WS
47
Wela Strategies
Georgia
$626K +$24.4K +2,523 +4%
FHA
48
Flagship Harbor Advisors
Massachusetts
$611K
KAS
49
Kestra Advisory Services
Texas
$610K +$190K +19,690 +46%
MFG
50
Merit Financial Group
Georgia
$594K -$11.7K -1,210 -2%