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EVV

Eaton Vance Limited Duration Income Fund

166 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 144166 (+22)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

1.15% more ownership

Funds ownership: 30.42%31.57% (+1.2%)

3% less capital invested

Capital invested by funds: $371M → $359M (-$12.4M)

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.14M -$266K -26,000 -11%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.1M -$26.4K -2,584 -1%
SFS
28
Shaker Financial Services
Virginia
$1.81M +$972K +95,160 +105%
CA
29
CoreCap Advisors
Michigan
$1.78M +$934K +91,480 +101%
Wells Fargo
30
Wells Fargo
California
$1.73M +$1.31M +128,323 +263%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.44M +$79.5K +7,781 +6%
KAS
32
Kestra Advisory Services
Texas
$1.35M +$952K +93,169 +209%
ACP
33
Aviance Capital Partners
Florida
$1.3M -$9.99K -978 -0.7%
CCFM
34
Clear Creek Financial Management
Washington
$1.22M +$68.2K +6,674 +6%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$1.2M +$158K +15,444 +14%
BEI
36
Benjamin Edwards Inc
Missouri
$1.16M -$225K -21,986 -16%
NA
37
NewEdge Advisors
Louisiana
$1.04M +$6.65K +651 +0.6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.04M -$89.3K -8,739 -8%
MWM
39
Melfa Wealth Management
Massachusetts
$979K +$49.5K +4,845 +5%
CP
40
Camelot Portfolios
Ohio
$828K -$68.7K -6,729 -7%
SF
41
Summit Financial
New Jersey
$803K +$88.7K +8,680 +12%
WS
42
Wedbush Securities
California
$769K -$101K -9,884 -11%
FHA
43
Flagship Harbor Advisors
Massachusetts
$718K +$56.2K +5,500 +8%
POIA
44
Pin Oak Investment Advisors
Texas
$690K
SAM
45
Selway Asset Management
$595K +$24.8K +2,425 +4%
IFG
46
Independent Financial Group
California
$580K -$817 -80 -0.1%
MFG
47
Merit Financial Group
Georgia
$577K +$111K +10,910 +23%
AWS
48
Atria Wealth Solutions
New York
$570K +$736 +72 +0.1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$516K +$540K +52,832 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$481K +$239K +23,406 +91%