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EVV

Eaton Vance Limited Duration Income Fund

167 hedge funds and large institutions have $6.39B invested in Eaton Vance Limited Duration Income Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,074% more capital invested

Capital invested by funds: $294M → $6.39B (+$6.1B)

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 149167 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.3% more ownership

Funds ownership: 27.4%27.7% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
51
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Melfa Wealth Management
Massachusetts
$812K +$835K +86,475 New
LSC
52
Logan Stone Capital
Illinois
$804K +$827K +85,605 New
MFG
53
Merit Financial Group
Georgia
$792K -$56.2K -5,814 -6%
CFA
54
Cahill Financial Advisors
Minnesota
$756K +$117K +12,149 +18%
Wells Fargo
55
Wells Fargo
California
$702K +$60.8K +6,291 +9%
CCFM
56
Clear Creek Financial Management
Washington
$688K -$46.6K -4,819 -6%
WS
57
Wedbush Securities
California
$672K -$139K -14,370 -17%
AWS
58
Atria Wealth Solutions
New York
$624K -$25.5K -2,635 -4%
RPA
59
Rock Point Advisors
Vermont
$618K -$128K -13,300 -17%
HighTower Advisors
60
HighTower Advisors
Illinois
$615K -$502 -52 -0.1%
LCM
61
Landscape Capital Management
New Jersey
$614K +$279K +28,907 +79%
Walleye Capital
62
Walleye Capital
New York
$569K +$462K +47,816 +374%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$528K -$58.1K -6,017 -10%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$524K +$314K +32,462 +139%
EC
65
Elequin Capital
New York
$467K +$480K +49,710 New
IFG
66
Independent Financial Group
California
$446K +$4.83K +500 +1%
WAM
67
Weiss Asset Management
Massachusetts
$445K +$458K +47,433 New
SFS
68
Sowell Financial Services
Arkansas
$440K +$57.8K +5,984 +15%
QCIG
69
Quad-Cities Investment Group
Iowa
$382K +$26.1K +2,701 +7%
Creative Planning
70
Creative Planning
Kansas
$353K +$67.6K +6,995 +23%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$317K -$68.1K -7,045 -17%
CIA
72
Capital Investment Advisors
Georgia
$311K -$15K -1,552 -4%
OC
73
Oarsman Capital
Wisconsin
$304K -$6.76K -700 -2%
CI
74
Conning Inc
Connecticut
$301K
SI
75
Stephens Inc
Arkansas
$299K +$95.2K +9,855 +45%