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Eaton Vance Limited Duration Income Fund

131 hedge funds and large institutions have $468M invested in Eaton Vance Limited Duration Income Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $452M → $468M (+$16.2M)

1% more funds holding

Funds holding: 130131 (+1)

0.46% more ownership

Funds ownership: 28.15%28.61% (+0.46%)

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
51
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WealthTrust Axiom
Pennsylvania
$310K +$56 +4 +0%
SPC
77
Sigma Planning Corp
Michigan
$300K -$6.66K -477 -2%
V
78
Veritable
Delaware
$286K
GC
79
Guggenheim Capital
Illinois
$274K -$199K -14,272 -42%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$272K -$90.5K -6,489 -25%
WS
81
Wedbush Securities
California
$267K +$7.91K +567 +3%
AFP
82
Ausdal Financial Partners
Iowa
$253K
GC
83
Grimes & Company
Massachusetts
$252K +$249K +17,872 New
HCM
84
Hollencrest Capital Management
California
$250K
EWM
85
Edge Wealth Management
New York
$249K -$795 -57 -0.3%
KA
86
Kovack Advisors
Florida
$247K +$25K +1,793 +11%
N
87
Nuveen
North Carolina
$241K +$238K +17,088 New
AIA
88
Avalon Investment & Advisory
Texas
$241K +$239K +17,100 New
BMO
89
Beck Mack & Oliver
New York
$237K
BHBT
90
Burke & Herbert Bank & Trust
Virginia
$204K +$14K +1,000 +7%
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$196K
AWM
92
AE Wealth Management
Kansas
$178K +$176K +12,607 New
CA
93
Cetera Advisors
Colorado
$166K -$53.4K -3,824 -24%
TSS
94
Two Sigma Securities
New York
$164K +$162K +11,610 New
CAN
95
Cetera Advisor Networks
California
$161K -$20.4K -1,460 -11%
GW
96
GW & Wade
Massachusetts
$155K
BFA
97
Benedict Financial Advisors
Georgia
$155K +$502 +36 +0.3%
CCP
98
Corient Capital Partners
California
$146K
HCA
99
Harbour Capital Advisors
Virginia
$145K
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$138K +$29.5K +2,114 +28%