EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

163 hedge funds and large institutions have $436M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
60
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$176M
2
RVPG
2
Relative Value Partners Group
$6.97M
3
Ameriprise
3
Ameriprise
Minnesota
$13.4M
4
SIA
4
Sit Investment Associates
Minnesota
$51M
5
1CP
5
1607 Capital Partners
Virginia
$2.6M

Top Sellers

1
CF
1
Centaurus Financial
California
$875K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.18M
3
RCM
3
Rivernorth Capital Management
Florida
$451K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
51
Selway Asset Management
$661K 68,979 -17,100 -20%
MFG
52
Merit Financial Group
Georgia
$617K 64,411 -19,030 -23%
POIA
53
Pin Oak Investment Advisors
Texas
$598K 62,428 +8,905 +17%
FHA
54
Flagship Harbor Advisors
Massachusetts
$560K 58,473 +2,749 +5%
IAIM
55
International Assets Investment Management
Florida
$524K 54,701 +190 +0.3%
FSI
56
Flow State Investments
Illinois
$519K 54,159 +54,159 New
CS
57
Credit Suisse
Switzerland
$479K 50,000 -10,000 -17%
RCM
58
Rivernorth Capital Management
Florida
$451K 47,056 -182,597 -80%
RPA
59
Rock Point Advisors
Vermont
$441K 46,074 -9,590 -17%
CWM
60
Congress Wealth Management
Massachusetts
$438K 45,770 +26,000 +132%
HighTower Advisors
61
HighTower Advisors
Illinois
$431K 45,306 -2,639 -6%
Wells Fargo
62
Wells Fargo
California
$411K 42,871 +981 +2%
SFS
63
Sowell Financial Services
Arkansas
$400K 41,769 -332 -0.8%
KAS
64
Kestra Advisory Services
Texas
$389K 40,648 +17,034 +72%
Comerica Bank
65
Comerica Bank
Texas
$384K 40,052 +697 +2%
SI
66
Stephens Inc
Arkansas
$356K 37,190 +2,425 +7%
ASN
67
Advisory Services Network
Georgia
$341K 35,572 -360 -1%
CIA
68
Capital Investment Advisors
Georgia
$318K 33,190 +2,499 +8%
CI
69
Conning Inc
Connecticut
$307K 32,079 – –
MML Investors Services
70
MML Investors Services
Massachusetts
$304K 31,751 +1,753 +6%
OC
71
Oarsman Capital
Wisconsin
$292K 30,437 – –
FFWM
72
Future Financial Wealth Management
Ohio
$290K 30,237 -4,575 -13%
QCIG
73
Quad-Cities Investment Group
Iowa
$287K 29,558 -5,805 -16%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$276K 28,838 -2,800 -9%
AA
75
Apriem Advisors
California
$261K 27,248 +27 +0.1%
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3
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