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EVV

Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $518M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

1% less funds holding

Funds holding: 143141 (-2)

1.57% less ownership

Funds ownership: 44.5%42.94% (-1.6%)

24% less capital invested

Capital invested by funds: $684M → $518M (-$166M)

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
43
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Evergreen Capital Management
Washington
$752K -$78.4K -6,333 -8%
WS
52
Wedbush Securities
California
$699K +$22.6K +1,823 +3%
LCM
53
Landscape Capital Management
New Jersey
$656K +$769K +62,069 New
CFA
54
Cahill Financial Advisors
Minnesota
$649K -$5.75K -464 -0.8%
PCM
55
Pointe Capital Management
Michigan
$621K -$24.8K -2,000 -3%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$610K +$91.4K +7,384 +15%
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
$580K +$213K +17,205 +46%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$539K -$199K -16,033 -24%
PAS
59
Park Avenue Securities
New York
$529K +$100K +8,109 +19%
SI
60
Stephens Inc
Arkansas
$516K +$243K +19,590 +67%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$481K +$563K +45,461 New
CIA
62
Capital Investment Advisors
Georgia
$479K -$34.5K -2,785 -6%
Citigroup
63
Citigroup
New York
$362K -$154K -12,420 -27%
SCA
64
STALEY CAPITAL ADVISERS
Pennsylvania
$351K +$458 +37 +0.1%
CI
65
Conning Inc
Connecticut
$339K
QCIG
66
Quad-Cities Investment Group
Iowa
$338K +$8.11K +655 +2%
PMG
67
ProVise Management Group
Florida
$335K -$31K -2,500 -7%
FHA
68
Flagship Harbor Advisors
Massachusetts
$329K +$87.9K +7,100 +30%
IFG
69
Independent Financial Group
California
$322K +$377K +30,437 New
Citadel Advisors
70
Citadel Advisors
Florida
$321K +$376K +30,328 New
SFS
71
Sowell Financial Services
Arkansas
$310K +$99 +8 +0%
OC
72
Oppenheimer & Co
New York
$308K -$6.49K -524 -2%
AAM
73
Advisors Asset Management
Colorado
$272K +$204K +16,499 +178%
SMFS
74
Squar Milner Financial Services
California
$270K -$139K -11,224 -30%
FWIA
75
Fort Washington Investment Advisors
Ohio
$253K