We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $575M invested in Eaton Vance Limited Duration Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

2.85% less ownership

Funds ownership: 42.03%39.18% (-2.9%)

6% less funds holding

Funds holding: 154145 (-9)

6% less capital invested

Capital invested by funds: $612M → $575M (-$36.5M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
54
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.05M -$43.5K -3,459 -4%
MAFM
52
Mid Atlantic Financial Management
Pennsylvania
$1.01M +$220K +17,504 +28%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$983K +$78.7K +6,258 +9%
AA
54
Apriem Advisors
California
$969K +$85.1K +6,767 +10%
Creative Planning
55
Creative Planning
Kansas
$906K -$535K -42,570 -37%
HighTower Advisors
56
HighTower Advisors
Illinois
$896K -$65.2K -5,186 -7%
PAS
57
Park Avenue Securities
New York
$895K +$24.7K +1,964 +3%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$873K +$69.9K +5,557 +9%
CFA
59
Cahill Financial Advisors
Minnesota
$843K +$52.8K +4,196 +7%
ECM
60
Evergreen Capital Management
Washington
$795K -$5.97K -475 -0.7%
PCM
61
Pointe Capital Management
Michigan
$671K -$31.4K -2,500 -4%
AWM
62
AE Wealth Management
Kansas
$614K +$295K +23,464 +93%
CWM
63
Cadence Wealth Management
Massachusetts
$566K +$564K +44,823 New
OBWG
64
Onyx Bridge Wealth Group
New York
$560K
CIA
65
Capital Investment Advisors
Georgia
$554K +$591 +47 +0.1%
BWM
66
BerganKDV Wealth Management
Minnesota
$520K -$582K -46,277 -53%
IFG
67
Independent Financial Group
California
$498K +$8.43K +670 +2%
MA
68
MJP Associates
Connecticut
$481K -$965K -76,712 -67%
OC
69
Oarsman Capital
Wisconsin
$465K +$26.2K +2,085 +6%
OC
70
Oppenheimer & Co
New York
$457K -$23.7K -1,883 -5%
Citigroup
71
Citigroup
New York
$446K -$297K -23,653 -40%
BRWA
72
B. Riley Wealth Advisors
Florida
$424K +$234K +18,635 +125%
QCIG
73
Quad-Cities Investment Group
Iowa
$423K +$44.9K +3,569 +12%
AWA
74
Arete Wealth Advisors
Illinois
$420K -$985K -78,307 -70%
CI
75
Conning Inc
Connecticut
$405K