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EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% more capital invested

Capital invested by funds: $359M → $371M (+$12.5M)

0% more funds holding

Funds holding: 144144 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.26% less ownership

Funds ownership: 31.67%30.42% (-1.3%)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$2.28M +$168K +16,702 +8%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.27M +$13.8K +1,373 +0.6%
BEI
28
Benjamin Edwards Inc
Missouri
$1.48M +$1.41M +140,353 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.47M +$225K +22,339 +19%
ACP
30
Aviance Capital Partners
Florida
$1.41M +$13.5K +1,341 +1%
CCFM
31
Clear Creek Financial Management
Washington
$1.24M +$119K +11,873 +11%
NAS
32
NWF Advisory Services
California
$1.23M -$104K -10,300 -8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.21M -$32.3K -3,216 -3%
PIWA
34
Prevail Innovative Wealth Advisors
Kansas
$1.12M +$1.08M +107,007 New
NA
35
NewEdge Advisors
Louisiana
$1.11M +$89.8K +8,931 +9%
MWM
36
Melfa Wealth Management
Massachusetts
$1M -$18.7K -1,862 -2%
CP
37
Camelot Portfolios
Ohio
$961K -$358K -35,577 -28%
CA
38
CoreCap Advisors
Michigan
$950K -$10.1K -1,000 -1%
SFS
39
Shaker Financial Services
Virginia
$949K -$1.91M -189,849 -68%
WS
40
Wedbush Securities
California
$931K -$53.6K -5,330 -6%
RC
41
Rareview Capital
Nevada
$776K +$742K +73,810 New
SF
42
Summit Financial
New Jersey
$772K +$169K +16,843 +30%
FHA
43
Flagship Harbor Advisors
Massachusetts
$714K +$52.6K +5,233 +8%
LCM
44
Landscape Capital Management
New Jersey
$699K -$1.21M -120,562 -64%
POIA
45
Pin Oak Investment Advisors
Texas
$690K -$10 -1 -0%
Millennium Management
46
Millennium Management
New York
$666K +$637K +63,410 New
IFG
47
Independent Financial Group
California
$624K +$25.5K +2,539 +4%
SAM
48
Selway Asset Management
$614K
AWS
49
Atria Wealth Solutions
New York
$613K +$104K +10,307 +21%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$547K +$523K +52,036 New