We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

140 hedge funds and large institutions have $554M invested in Eaton Vance Limited Duration Income Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 138140 (+2)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

3% less capital invested

Capital invested by funds: $571M → $554M (-$17.6M)

1.52% less ownership

Funds ownership: 43.52%42% (-1.5%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
16
Increased
46
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EE
51
EWG Elevate
California
$793K -$15.9K -1,372 -2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$775K -$323K -27,959 -29%
AA
53
Apriem Advisors
California
$746K -$131K -11,312 -15%
ECM
54
Evergreen Capital Management
Washington
$741K -$41K -3,548 -5%
PAS
55
Park Avenue Securities
New York
$740K +$59.4K +5,141 +9%
CFA
56
Cahill Financial Advisors
Minnesota
$704K +$2.15K +186 +0.3%
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
$678K -$40.4K -3,494 -6%
PCM
58
Pointe Capital Management
Michigan
$641K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$588K +$23.7K +2,048 +4%
CIA
60
Capital Investment Advisors
Georgia
$495K -$10.9K -945 -2%
IFG
61
Independent Financial Group
California
$428K +$60.6K +5,245 +16%
RPA
62
Rock Point Advisors
Vermont
$415K +$189K +16,388 +81%
SI
63
Stephens Inc
Arkansas
$406K -$44K -3,810 -10%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$391K +$395K +34,152 +7,160%
OC
65
Oarsman Capital
Wisconsin
$381K +$13.6K +1,175 +4%
AAS
66
Avantax Advisory Services
Texas
$380K +$391K +33,824 New
Stifel Financial
67
Stifel Financial
Missouri
$378K -$137K -11,815 -26%
Citigroup
68
Citigroup
New York
$365K -$12.8K -1,108 -3%
CI
69
Conning Inc
Connecticut
$363K
OC
70
Oppenheimer & Co
New York
$342K +$11.8K +1,023 +4%
PMG
71
ProVise Management Group
Florida
$341K -$13.9K -1,200 -4%
PMFA
72
Plante Moran Financial Advisors
Michigan
$341K +$348K +30,107 New
QCIG
73
Quad-Cities Investment Group
Iowa
$338K +$7.4K +640 +2%
SFS
74
Sowell Financial Services
Arkansas
$331K -$139 -12 -0%
FHA
75
Flagship Harbor Advisors
Massachusetts
$316K