We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

149 hedge funds and large institutions have $528M invested in Eaton Vance Limited Duration Income Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

3% more funds holding

Funds holding: 145149 (+4)

4.89% less ownership

Funds ownership: 39.18%34.29% (-4.9%)

8% less capital invested

Capital invested by funds: $575M → $528M (-$46.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
54
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.04M +$116K +8,991 +13%
CA
52
Cetera Advisors
Colorado
$998K +$680K +52,750 +234%
SCM
53
Saba Capital Management
New York
$991K -$18.7M -1,448,601 -95%
HighTower Advisors
54
HighTower Advisors
Illinois
$915K -$30.4K -2,356 -3%
CFA
55
Cahill Financial Advisors
Minnesota
$900K +$15.1K +1,170 +2%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$898K -$130K -10,107 -13%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$880K -$214K -16,586 -20%
ECM
58
Evergreen Capital Management
Washington
$823K -$12.2K -950 -2%
AWM
59
AE Wealth Management
Kansas
$797K +$148K +11,498 +24%
ACM
60
Ascendant Capital Management
California
$796K -$515K -40,000 -40%
Creative Planning
61
Creative Planning
Kansas
$791K -$155K -12,061 -17%
PCM
62
Pointe Capital Management
Michigan
$671K -$33.2K -2,575 -5%
SFS
63
Sowell Financial Services
Arkansas
$629K +$234K +18,197 +62%
OBWG
64
Onyx Bridge Wealth Group
New York
$599K +$22.4K +1,739 +4%
BRWA
65
B. Riley Wealth Advisors
Florida
$572K +$123K +9,525 +28%
CIA
66
Capital Investment Advisors
Georgia
$569K -$12.9K -1,005 -2%
Citigroup
67
Citigroup
New York
$555K +$84.2K +6,535 +19%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$537K -$1.13M -87,477 -68%
IFG
69
Independent Financial Group
California
$529K +$5.15K +400 +1%
OC
70
Oppenheimer & Co
New York
$495K +$14.4K +1,117 +3%
OC
71
Oarsman Capital
Wisconsin
$489K +$644 +50 +0.1%
CWM
72
Cadence Wealth Management
Massachusetts
$468K -$123K -9,535 -21%
QCIG
73
Quad-Cities Investment Group
Iowa
$459K +$14K +1,088 +3%
MA
74
MJP Associates
Connecticut
$446K -$56.5K -4,389 -12%
AWA
75
Arete Wealth Advisors
Illinois
$446K +$5.73K +445 +1%