We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

130 hedge funds and large institutions have $452M invested in Eaton Vance Limited Duration Income Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 128130 (+2)

0% more capital invested

Capital invested by funds: $451M → $452M (+$1.18M)

0.17% more ownership

Funds ownership: 27.98%28.15% (+0.17%)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
20
Increased
42
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
76
Veritable
Delaware
$281K -$284K -20,285 -50%
DADC
77
D.A. Davidson & Co
Montana
$279K +$187K +13,346 +194%
PAG
78
Private Advisor Group
New Jersey
$278K +$61.2K +4,373 +28%
MML Investors Services
79
MML Investors Services
Massachusetts
$273K +$276K +19,720 New
WS
80
Wedbush Securities
California
$254K -$16.4K -1,176 -6%
NMC
81
Nine Masts Capital
Hong Kong
$250K +$253K +18,100 New
AFP
82
Ausdal Financial Partners
Iowa
$248K
EWM
83
Edge Wealth Management
New York
$247K
HCM
84
Hollencrest Capital Management
California
$245K +$21K +1,500 +9%
SFS
85
Sowell Financial Services
Arkansas
$234K +$234K +16,748 New
BMO
86
Beck Mack & Oliver
New York
$232K
KA
87
Kovack Advisors
Florida
$218K -$84.9K -6,069 -28%
CA
88
Cetera Advisors
Colorado
$216K +$31.3K +2,240 +17%
NL
89
NWAM LLC
Washington
$195K
SFWA
90
Summit Financial Wealth Advisors
Louisiana
$192K -$66K -4,717 -25%
BHBT
91
Burke & Herbert Bank & Trust
Virginia
$187K +$14K +1,000 +8%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$179K +$181K +12,950 New
CAN
93
Cetera Advisor Networks
California
$177K +$18K +1,287 +11%
AGM
94
Alpine Global Management
New York
$161K +$163K +11,650 New
GW
95
GW & Wade
Massachusetts
$152K
BFA
96
Benedict Financial Advisors
Georgia
$152K +$392 +28 +0.3%
IAA
97
Independent Advisor Alliance
North Carolina
$146K +$147K +10,491 New
CCP
98
Corient Capital Partners
California
$143K -$67.9K -4,858 -32%
HCA
99
Harbour Capital Advisors
Virginia
$143K +$144K +10,316 New
IA
100
IFP Advisors
Florida
$141K -$73.4K -5,247 -34%