We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% more capital invested

Capital invested by funds: $359M → $371M (+$12.5M)

0% more funds holding

Funds holding: 144144 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.26% less ownership

Funds ownership: 31.67%30.42% (-1.3%)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$512K -$10.3K -1,023 -2%
MFG
52
Merit Financial Group
Georgia
$506K -$129K -12,845 -21%
FFWM
53
Future Financial Wealth Management
Ohio
$486K +$28.4K +2,823 +6%
WS
54
Wela Strategies
Georgia
$474K -$193K -19,158 -30%
KAS
55
Kestra Advisory Services
Texas
$468K -$182K -18,115 -29%
Comerica Bank
56
Comerica Bank
Texas
$459K -$19.5K -1,940 -4%
BRWA
57
B. Riley Wealth Advisors
Florida
$449K -$1.17M -116,722 -73%
RPA
58
Rock Point Advisors
Vermont
$442K -$16.1K -1,600 -4%
SFS
59
Sowell Financial Services
Arkansas
$439K
ASN
60
Advisory Services Network
Georgia
$404K
PAG
61
Private Advisor Group
New Jersey
$388K -$46.1K -4,590 -11%
MML Investors Services
62
MML Investors Services
Massachusetts
$371K +$32.6K +3,244 +10%
FAG
63
Fortitude Advisory Group
Washington
$351K +$39.7K +3,951 +13%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$349K -$4.02K -400 -1%
MCM
65
Mendel Capital Management
Arkansas
$348K
AA
66
Apriem Advisors
California
$340K +$10.3K +1,028 +3%
CI
67
Conning Inc
Connecticut
$337K
AC
68
AlphaCore Capital
California
$335K
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$320K +$8.8K +876 +3%
QCIG
70
Quad-Cities Investment Group
Iowa
$304K -$19K -1,893 -6%
EWA
71
EP Wealth Advisors
California
$282K
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$272K +$11.9K +1,187 +5%
CFA
73
Cahill Financial Advisors
Minnesota
$265K -$37.2K -3,704 -13%
CIA
74
Concurrent Investment Advisors
Florida
$257K +$18.4K +1,835 +8%
PI
75
PFG Investments
New York
$254K +$18.6K +1,851 +8%