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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $333M invested in Eaton Vance Limited Duration Income Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0.1% more ownership

Funds ownership: 27.65%27.75% (+0.1%)

3% less funds holding

Funds holding: 155150 (-5)

11% less capital invested

Capital invested by funds: $375M → $333M (-$41.7M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
150
Holders Change
-5
Holders Change %
-3.23%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
52
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$700K -$16.6K -1,550 -2%
RP
52
Riverbridge Partners
Minnesota
$695K +$720K +67,261 New
HighTower Advisors
53
HighTower Advisors
Illinois
$677K +$9.12K +852 +1%
CCP
54
Clough Capital Partners
Massachusetts
$660K +$684K +63,917 New
ECM
55
Evergreen Capital Management
Washington
$487K -$72.3K -6,750 -13%
AWS
56
Atria Wealth Solutions
New York
$464K -$106K -9,918 -18%
IFG
57
Independent Financial Group
California
$451K +$3.21K +300 +0.7%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$432K +$34.5K +3,220 +8%
CIA
59
Capital Investment Advisors
Georgia
$401K -$2.69K -251 -0.6%
QCIG
60
Quad-Cities Investment Group
Iowa
$401K +$7.03K +657 +2%
AWM
61
AE Wealth Management
Kansas
$386K -$758K -70,790 -65%
Creative Planning
62
Creative Planning
Kansas
$374K -$260K -24,330 -40%
PCM
63
Pointe Capital Management
Michigan
$369K -$25.8K -2,410 -6%
OC
64
Oarsman Capital
Wisconsin
$345K -$26.5K -2,475 -7%
CI
65
Conning Inc
Connecticut
$331K
SFS
66
Sowell Financial Services
Arkansas
$302K +$312K +29,188 New
PMG
67
ProVise Management Group
Florida
$281K -$3.75K -350 -1%
SI
68
Stephens Inc
Arkansas
$277K +$114K +10,660 +66%
KAS
69
Kestra Advisory Services
Texas
$274K -$38K -3,545 -12%
FFA
70
First Foundation Advisors
California
$243K
GA
71
Greytown Advisors
Florida
$239K
CWM
72
Cadence Wealth Management
Massachusetts
$236K -$31.3K -2,919 -11%
ASN
73
Advisory Services Network
Georgia
$235K +$72.4K +6,760 +42%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$232K
FHA
75
Flagship Harbor Advisors
Massachusetts
$230K +$6.77K +632 +3%