We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

131 hedge funds and large institutions have $468M invested in Eaton Vance Limited Duration Income Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $452M → $468M (+$16.2M)

1% more funds holding

Funds holding: 130131 (+1)

0.46% more ownership

Funds ownership: 28.15%28.61% (+0.46%)

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
51
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$727K +$45.1K +3,229 +7%
MML Investors Services
52
MML Investors Services
Massachusetts
$705K +$423K +30,287 +154%
ACM
53
Avalon Capital Management
California
$663K -$1.05K -75 -0.2%
HK
54
Horizon Kinetics
New York
$662K +$1.81K +130 +0.3%
ICA
55
Infrastructure Capital Advisors
New York
$660K
PMG
56
ProVise Management Group
Florida
$659K +$17.1K +1,229 +3%
OC
57
Oppenheimer & Co
New York
$652K +$16.3K +1,171 +3%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$643K +$151K +10,850 +31%
OC
59
Oarsman Capital
Wisconsin
$629K -$11.9K -850 -2%
EDRIA
60
Edmonds Duncan Registered Investment Advisors
Kansas
$616K +$42.2K +3,027 +7%
CI
61
Conning Inc
Connecticut
$593K
SCA
62
STALEY CAPITAL ADVISERS
Pennsylvania
$573K +$544 +39 +0.1%
GWM
63
Greenwich Wealth Management
Connecticut
$546K -$698 -50 -0.1%
SA
64
Strategic Advisors
New York
$490K +$2.23K +160 +0.5%
CIBC World Market
65
CIBC World Market
Ontario, Canada
$481K +$295K +21,164 +163%
AGA
66
Accuvest Global Advisors
Utah
$475K
ACM
67
Alethea Capital Management
Washington
$453K
NPC
68
National Planning Corporation
California
$451K +$448K +32,102 New
AG
69
Advisor Group
Arizona
$401K -$67.4K -4,827 -14%
SRC
70
Shufro Rose & Co
New York
$392K -$37.7K -2,700 -9%
SFS
71
Sowell Financial Services
Arkansas
$360K +$119K +8,541 +51%
PAG
72
Private Advisor Group
New Jersey
$355K +$74.7K +5,351 +27%
ICOA
73
Investment Centers of America
North Dakota
$334K -$141K -10,071 -30%
US Bancorp
74
US Bancorp
Minnesota
$319K
HCMT
75
Highland Capital Management (Texas)
Texas
$310K