We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

155 hedge funds and large institutions have $375M invested in Eaton Vance Limited Duration Income Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 28.31%27.65% (-0.66%)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 159155 (-4)

13% less capital invested

Capital invested by funds: $429M → $375M (-$54.5M)

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
49
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$812K +$10.3K +851 +1%
Wells Fargo
52
Wells Fargo
California
$768K +$24 +2 +0%
HighTower Advisors
53
HighTower Advisors
Illinois
$758K -$62K -5,141 -7%
Creative Planning
54
Creative Planning
Kansas
$709K +$8.28K +686 +1%
CCFM
55
Clear Creek Financial Management
Washington
$692K -$325K -26,892 -31%
AWS
56
Atria Wealth Solutions
New York
$642K +$662K +54,869 New
ECM
57
Evergreen Capital Management
Washington
$630K -$17.5K -1,450 -3%
SFS
58
Shaker Financial Services
Virginia
$609K +$628K +52,018 New
IFG
59
Independent Financial Group
California
$507K +$5.43K +450 +1%
MCA
60
Magnolia Capital Advisors
Mississippi
$464K +$479K +39,668 New
CIA
61
Capital Investment Advisors
Georgia
$457K -$26.7K -2,215 -5%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$451K -$143K -11,883 -24%
OBWG
63
Onyx Bridge Wealth Group
New York
$447K -$52.4K -4,339 -10%
PCM
64
Pointe Capital Management
Michigan
$446K -$21.2K -1,757 -4%
QCIG
65
Quad-Cities Investment Group
Iowa
$446K +$6.78K +562 +1%
OC
66
Oarsman Capital
Wisconsin
$420K -$3.74K -310 -0.9%
CI
67
Conning Inc
Connecticut
$375K
SLWA
68
San Luis Wealth Advisors
California
$355K
KAS
69
Kestra Advisory Services
Texas
$352K -$27.2K -2,254 -7%
RVPG
70
Relative Value Partners Group
$334K -$334K -27,706 -49%
OC
71
Oppenheimer & Co
New York
$330K -$1.98K -164 -0.6%
PMG
72
ProVise Management Group
Florida
$323K -$5.13K -425 -2%
SPC
73
Sigma Planning Corp
Michigan
$313K -$36.2K -3,000 -10%
CWM
74
Cadence Wealth Management
Massachusetts
$301K -$18.3K -1,516 -6%
FFA
75
First Foundation Advisors
California
$275K