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Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 27.7%26.74% (-0.96%)

8% less funds holding

Funds holding: 167154 (-13)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

95% less capital invested

Capital invested by funds: $6.39B → $302M (-$6.09B)

Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
55
Reduced
51
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$626K -$20.6K -2,055 -3%
CA
52
Cetera Advisors
Colorado
$623K -$682K -67,908 -52%
RPA
53
Rock Point Advisors
Vermont
$569K -$81.1K -8,075 -12%
SFS
54
Shaker Financial Services
Virginia
$548K -$918K -91,393 -62%
JP Morgan Chase
55
JP Morgan Chase
New York
$547K +$488K +48,550 +694%
HF
56
HRT Financial
New York
$482K +$492K +48,943 New
IFG
57
Independent Financial Group
California
$474K +$6.13K +610 +1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$472K -$82.7K -8,232 -15%
SFS
59
Sowell Financial Services
Arkansas
$446K -$16.2K -1,610 -3%
Jane Street
60
Jane Street
New York
$370K +$378K +37,600 New
IAIM
61
International Assets Investment Management
Florida
$358K -$848K -84,439 -70%
QCIG
62
Quad-Cities Investment Group
Iowa
$356K -$45.3K -4,510 -11%
AA
63
Apriem Advisors
California
$337K -$622K -61,932 -64%
FFWM
64
Future Financial Wealth Management
Ohio
$332K +$97.4K +9,696 +40%
CIA
65
Capital Investment Advisors
Georgia
$320K -$6.46K -643 -2%
CI
66
Conning Inc
Connecticut
$316K
Creative Planning
67
Creative Planning
Kansas
$315K -$56K -5,572 -15%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$313K -$20.1K -2,000 -6%
OC
69
Oarsman Capital
Wisconsin
$312K -$7.03K -700 -2%
ASN
70
Advisory Services Network
Georgia
$278K +$30.4K +3,025 +12%
Goldman Sachs
71
Goldman Sachs
New York
$276K +$281K +28,000 New
MML Investors Services
72
MML Investors Services
Massachusetts
$269K +$171 +17 +0.1%
SWM
73
SeaCrest Wealth Management
New York
$262K +$43.8K +4,361 +20%
SI
74
Stephens Inc
Arkansas
$255K -$60.3K -6,005 -19%
PCM
75
Pointe Capital Management
Michigan
$250K +$1.03K +103 +0.4%