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Eaton Vance Limited Duration Income Fund

130 hedge funds and large institutions have $452M invested in Eaton Vance Limited Duration Income Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 128130 (+2)

0% more capital invested

Capital invested by funds: $451M → $452M (+$1.18M)

0.17% more ownership

Funds ownership: 27.98%28.15% (+0.17%)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
20
Increased
42
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$636K -$156K -11,167 -20%
PMG
52
ProVise Management Group
Florida
$629K +$29.3K +2,092 +5%
OC
53
Oarsman Capital
Wisconsin
$629K +$81.5K +5,825 +15%
OC
54
Oppenheimer & Co
New York
$623K +$131K +9,338 +26%
First Trust Advisors
55
First Trust Advisors
Illinois
$622K -$648K -46,313 -51%
CI
56
Conning Inc
Connecticut
$582K
EDRIA
57
Edmonds Duncan Registered Investment Advisors
Kansas
$576K -$44.7K -3,198 -7%
SCA
58
STALEY CAPITAL ADVISERS
Pennsylvania
$561K +$587 +42 +0.1%
GWM
59
Greenwich Wealth Management
Connecticut
$536K -$39K -2,792 -7%
Millennium Management
60
Millennium Management
New York
$532K +$282K +20,182 +110%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$481K +$175K +12,519 +56%
SA
62
Strategic Advisors
New York
$478K -$24.7K -1,766 -5%
ICOA
63
Investment Centers of America
North Dakota
$467K -$602K -43,064 -56%
GC
64
Guggenheim Capital
Illinois
$466K -$53.4K -3,821 -10%
AGA
65
Accuvest Global Advisors
Utah
$465K +$275K +19,654 +140%
AG
66
Advisor Group
Arizona
$460K +$41.9K +2,996 +10%
ACM
67
Alethea Capital Management
Washington
$444K
SRC
68
Shufro Rose & Co
New York
$422K -$9.79K -700 -2%
SWP
69
Stratos Wealth Partners
Ohio
$403K +$407K +29,131 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$356K -$6.99K -500 -2%
MIG
71
Mariner Investment Group
New York
$338K
US Bancorp
72
US Bancorp
Minnesota
$313K +$70.7K +5,056 +29%
WA
73
WealthTrust Axiom
Pennsylvania
$304K -$6.77K -484 -2%
HCMT
74
Highland Capital Management (Texas)
Texas
$304K
SPC
75
Sigma Planning Corp
Michigan
$301K +$122K +8,727 +67%