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EVV

Eaton Vance Limited Duration Income Fund

123 hedge funds and large institutions have $478M invested in Eaton Vance Limited Duration Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

2% more capital invested

Capital invested by funds: $468M → $478M (+$9.19M)

0.34% more ownership

Funds ownership: 28.61%28.95% (+0.34%)

6% less funds holding

Funds holding: 131123 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
9
Increased
52
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$851K +$108K +7,750 +15%
FHA
52
Flagship Harbor Advisors
Massachusetts
$761K +$7.7K +550 +1%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$760K +$120K +8,581 +19%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$748K +$24.6K +1,757 +3%
William Blair & Company
55
William Blair & Company
Illinois
$712K +$710K +50,742 New
ICA
56
Infrastructure Capital Advisors
New York
$657K
OC
57
Oppenheimer & Co
New York
$633K -$15.1K -1,077 -2%
NPC
58
National Planning Corporation
California
$630K +$179K +12,820 +40%
OC
59
Oarsman Capital
Wisconsin
$623K -$3.15K -225 -0.5%
PMG
60
ProVise Management Group
Florida
$622K -$33.5K -2,393 -5%
ACM
61
Avalon Capital Management
California
$614K -$46.1K -3,291 -7%
GWM
62
Greenwich Wealth Management
Connecticut
$599K +$56K +4,000 +10%
HK
63
Horizon Kinetics
New York
$593K -$65K -4,645 -10%
CI
64
Conning Inc
Connecticut
$590K
SCA
65
STALEY CAPITAL ADVISERS
Pennsylvania
$570K +$574 +41 +0.1%
SA
66
Strategic Advisors
New York
$504K +$16.4K +1,174 +3%
PAG
67
Private Advisor Group
New Jersey
$455K +$98.5K +7,033 +28%
ACM
68
Alethea Capital Management
Washington
$450K
GC
69
Guggenheim Capital
Illinois
$421K +$148K +10,582 +54%
AG
70
Advisor Group
Arizona
$409K +$10.6K +760 +3%
SRC
71
Shufro Rose & Co
New York
$383K -$389K -27,800 Closed
US Bancorp
72
US Bancorp
Minnesota
$358K +$40.3K +2,879 +13%
SFS
73
Sowell Financial Services
Arkansas
$355K +$308 +22 +0.1%
ICOA
74
Investment Centers of America
North Dakota
$324K -$8.83K -631 -3%
SPC
75
Sigma Planning Corp
Michigan
$314K +$15.5K +1,110 +5%