We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.89% less ownership

Funds ownership: 32.57%31.67% (-0.89%)

3% less capital invested

Capital invested by funds: $369M → $359M (-$10M)

6% less funds holding

Funds holding: 153144 (-9)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
144
Holders Change
-9
Holders Change %
-5.88%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
57
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Selway Asset Management
$569K -$102K -10,525 -15%
IFG
52
Independent Financial Group
California
$554K +$19.3K +2,000 +4%
SF
53
Summit Financial
New Jersey
$552K +$381K +39,440 +229%
Wells Fargo
54
Wells Fargo
California
$485K +$32.2K +3,337 +7%
AWS
55
Atria Wealth Solutions
New York
$467K -$101K -10,451 -18%
Comerica Bank
56
Comerica Bank
Texas
$444K +$4.29K +444 +1%
RPA
57
Rock Point Advisors
Vermont
$426K -$2.42K -250 -0.6%
FFWM
58
Future Financial Wealth Management
Ohio
$423K +$145K +14,962 +53%
SFS
59
Sowell Financial Services
Arkansas
$407K
PAG
60
Private Advisor Group
New Jersey
$404K +$245K +25,327 +156%
ASN
61
Advisory Services Network
Georgia
$404K
Calamos Advisors
62
Calamos Advisors
Illinois
$379K +$119K +12,337 +46%
UBS AM
63
UBS AM
Illinois
$341K +$338K +35,000 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$327K +$45.9K +4,750 +16%
MCM
65
Mendel Capital Management
Arkansas
$323K
CI
66
Conning Inc
Connecticut
$312K
MML Investors Services
67
MML Investors Services
Massachusetts
$312K -$8.03K -831 -3%
AC
68
AlphaCore Capital
California
$311K +$308K +31,900 New
AA
69
Apriem Advisors
California
$305K +$38.9K +4,028 +15%
Creative Planning
70
Creative Planning
Kansas
$301K -$40.2K -4,163 -12%
QCIG
71
Quad-Cities Investment Group
Iowa
$300K +$6.68K +691 +2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$288K -$7.74K -801 -3%
FAG
73
Fortitude Advisory Group
Washington
$287K +$4.91K +508 +2%
CFA
74
Cahill Financial Advisors
Minnesota
$281K -$396K -41,006 -59%
EWA
75
EP Wealth Advisors
California
$261K