We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

156 hedge funds and large institutions have $304M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 154156 (+2)

1.18% more ownership

Funds ownership: 26.74%27.93% (+1.2%)

0% more capital invested

Capital invested by funds: $302M → $304M (+$1.51M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$739K -$19.8K -2,134 -3%
CA
52
Cetera Advisors
Colorado
$731K +$137K +14,790 +23%
CS
53
Credit Suisse
Switzerland
$725K -$2.44M -262,500 -77%
WS
54
Wedbush Securities
California
$708K +$1.15K +124 +0.2%
Walleye Capital
55
Walleye Capital
New York
$641K +$637K +68,525 New
Wells Fargo
56
Wells Fargo
California
$627K -$8.17K -879 -1%
RPA
57
Rock Point Advisors
Vermont
$537K -$3.53K -380 -0.7%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$530K +$424K +45,606 +415%
FHA
59
Flagship Harbor Advisors
Massachusetts
$529K +$325K +34,972 +163%
HighTower Advisors
60
HighTower Advisors
Illinois
$453K -$140K -15,082 -24%
IFG
61
Independent Financial Group
California
$450K
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$436K -$13.3K -1,432 -3%
IAIM
63
International Assets Investment Management
Florida
$415K +$74.4K +8,000 +22%
MC
64
Moors & Cabot
Massachusetts
$395K +$168K +18,100 +75%
SFS
65
Sowell Financial Services
Arkansas
$377K -$46.4K -4,994 -11%
RVPG
66
Relative Value Partners Group
$354K +$352K +37,844 New
QCIG
67
Quad-Cities Investment Group
Iowa
$345K +$6.54K +704 +2%
KAS
68
Kestra Advisory Services
Texas
$339K +$171K +18,367 +103%
FFWM
69
Future Financial Wealth Management
Ohio
$320K +$4.65K +500 +1%
SI
70
Stephens Inc
Arkansas
$304K +$61.2K +6,580 +25%
Creative Planning
71
Creative Planning
Kansas
$303K +$3.64K +392 +1%
CI
72
Conning Inc
Connecticut
$300K
OC
73
Oarsman Capital
Wisconsin
$297K
ASN
74
Advisory Services Network
Georgia
$294K +$30.4K +3,268 +12%
CIA
75
Capital Investment Advisors
Georgia
$293K -$11K -1,186 -4%