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Eaton Vance Limited Duration Income Fund

166 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 144166 (+22)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

1.15% more ownership

Funds ownership: 30.42%31.57% (+1.2%)

3% less capital invested

Capital invested by funds: $371M → $359M (-$12.4M)

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$467K +$42.8K +4,193 +10%
FFWM
52
Future Financial Wealth Management
Ohio
$458K +$6.74K +660 +1%
CWM
53
Congress Wealth Management
Massachusetts
$447K +$266K +26,000 +132%
ASN
54
Advisory Services Network
Georgia
$406K +$1.04K +102 +0.2%
RPA
55
Rock Point Advisors
Vermont
$398K -$13.8K -1,350 -3%
PAG
56
Private Advisor Group
New Jersey
$397K +$38.3K +3,747 +10%
BRWA
57
B. Riley Wealth Advisors
Florida
$359K -$62.7K -6,141 -14%
FAG
58
Fortitude Advisory Group
Washington
$330K +$3.95K +387 +1%
AC
59
AlphaCore Capital
California
$327K +$16.4K +1,608 +5%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$324K
MCM
61
Mendel Capital Management
Arkansas
$324K
AA
62
Apriem Advisors
California
$313K -$2.78K -272 -0.8%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$299K +$1.78K +174 +0.6%
MCFP
64
Mallini Complete Financial Planning
Florida
$268K +$281K +27,461 New
QCIG
65
Quad-Cities Investment Group
Iowa
$266K -$17.6K -1,719 -6%
EWA
66
EP Wealth Advisors
California
$262K
LCM
67
Landscape Capital Management
New Jersey
$243K -$425K -41,635 -63%
EC
68
Elequin Capital
New York
$241K +$252K +24,682 New
SG
69
StoneX Group
New York
$239K +$250K +24,492 New
MG
70
Marex Group
$238K +$248K +24,315 New
CIA
71
Concurrent Investment Advisors
Florida
$234K -$5.84K -572 -2%
FA
72
Fountainhead AM
New Jersey
$229K +$240K +23,452 New
PCM
73
Pointe Capital Management
Michigan
$224K +$970 +95 +0.4%
MC
74
Moors & Cabot
Massachusetts
$223K -$112 -11 -0%
VF
75
Virtu Financial
New York
$222K +$232K +22,718 New