We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

143 hedge funds and large institutions have $684M invested in Eaton Vance Limited Duration Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $577M → $684M (+$107M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.05% more ownership

Funds ownership: 43.45%44.5% (+1.1%)

1% less funds holding

Funds holding: 144143 (-1)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
20
Increased
51
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Evergreen Capital Management
Washington
$1.03M -$2.31M -180,389 -70%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$888K +$95.3K +7,438 +12%
WS
53
Wedbush Securities
California
$852K +$459K +35,785 +126%
CFA
54
Cahill Financial Advisors
Minnesota
$819K -$30.7K -2,398 -4%
PCM
55
Pointe Capital Management
Michigan
$805K -$6.68K -521 -0.8%
EE
56
EWG Elevate
California
$757K +$732K +57,137 New
BWM
57
BerganKDV Wealth Management
Minnesota
$736K +$135K +10,511 +23%
AG
58
Advisor Group
Arizona
$697K -$40.5K -3,157 -6%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$666K +$59.8K +4,662 +10%
CIA
60
Capital Investment Advisors
Georgia
$637K +$5.18K +404 +0.8%
Citigroup
61
Citigroup
New York
$618K -$2.1M -164,215 -78%
FIA
62
FNY Investment Advisers
New York
$617K +$435K +33,931 +268%
PAS
63
Park Avenue Securities
New York
$556K +$138K +10,778 +35%
CCM
64
Community Capital Management
Florida
$530K
ICA
65
Infrastructure Capital Advisors
New York
$504K -$105K -8,168 -18%
MAFM
66
Mid Atlantic Financial Management
Pennsylvania
$498K +$50K +3,904 +12%
SMFS
67
Squar Milner Financial Services
California
$487K +$144K +11,224 +44%
PMG
68
ProVise Management Group
Florida
$453K -$10.6K -825 -2%
SCA
69
STALEY CAPITAL ADVISERS
Pennsylvania
$440K +$397 +31 +0.1%
POIA
70
Pin Oak Investment Advisors
Texas
$428K -$1.92K -150 -0.5%
CI
71
Conning Inc
Connecticut
$425K
QCIG
72
Quad-Cities Investment Group
Iowa
$415K +$628 +49 +0.2%
OC
73
Oarsman Capital
Wisconsin
$407K -$769 -60 -0.2%
OC
74
Oppenheimer & Co
New York
$393K +$1.27K +99 +0.3%
SFS
75
Sowell Financial Services
Arkansas
$388K +$154 +12 +0%