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Eaton Vance Limited Duration Income Fund

148 hedge funds and large institutions have $501M invested in Eaton Vance Limited Duration Income Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

1.83% more ownership

Funds ownership: 30.74%32.58% (+1.8%)

1% more capital invested

Capital invested by funds: $493M → $501M (+$7.36M)

1% less funds holding

Funds holding: 150148 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
18
Increased
52
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
First Foundation Advisors
California
$358K -$21.2K -1,601 -6%
MML Investors Services
77
MML Investors Services
Massachusetts
$351K -$212K -16,007 -37%
SRC
78
Shufro Rose & Co
New York
$345K -$351K -26,500 Closed
US Bancorp
79
US Bancorp
Minnesota
$321K
POIA
80
Pin Oak Investment Advisors
Texas
$314K +$24.2K +1,825 +8%
WS
81
Wedbush Securities
California
$283K -$8.37K -632 -3%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$282K +$96.2K +7,262 +50%
HCM
83
Hollencrest Capital Management
California
$279K +$26.1K +1,966 +10%
WA
84
WealthTrust Axiom
Pennsylvania
$275K -$11.3K -853 -4%
TJHA
85
Thomas J. Herzfeld Advisors
Florida
$260K +$265K +20,000 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$255K
Fiera Capital (Canada)
87
Fiera Capital (Canada)
Quebec, Canada
$250K +$15.1K +1,136 +6%
SPC
88
Sigma Planning Corp
Michigan
$247K -$504 -38 -0.2%
BRWA
89
B. Riley Wealth Advisors
Florida
$238K
AFP
90
Ausdal Financial Partners
Iowa
$233K
ACM
91
Avalon Capital Management
California
$227K -$196K -14,756 -46%
KA
92
Kovack Advisors
Florida
$224K -$28.9K -2,179 -11%
JIP
93
Jaffetilchin Investment Partners
Florida
$221K +$225K +16,957 New
BMO
94
Beck Mack & Oliver
New York
$219K
DWM
95
Dynasty Wealth Management
Florida
$201K -$9.28K -700 -4%
RPA
96
Rock Point Advisors
Vermont
$196K +$199K +15,045 New
SWM
97
SeaCrest Wealth Management
New York
$191K -$22.8K -1,721 -10%
N
98
Nuveen
North Carolina
$190K +$6.25K +472 +3%
BHBT
99
Burke & Herbert Bank & Trust
Virginia
$189K
AWM
100
AE Wealth Management
Kansas
$184K -$92.2K -6,960 -33%