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EVV

Eaton Vance Limited Duration Income Fund

155 hedge funds and large institutions have $577M invested in Eaton Vance Limited Duration Income Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 45

10% more capital invested

Capital invested by funds: $523M → $577M (+$54.1M)

2.71% more ownership

Funds ownership: 35.21%37.92% (+2.7%)

3% less funds holding

Funds holding: 159155 (-4)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
12
Increased
67
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Advisor Group
Arizona
$423K +$105K +8,278 +33%
CI
77
Conning Inc
Connecticut
$407K
QCIG
78
Quad-Cities Investment Group
Iowa
$388K -$38 -3 -0%
POIA
79
Pin Oak Investment Advisors
Texas
$353K +$17.9K +1,410 +5%
Fiera Capital (Canada)
80
Fiera Capital (Canada)
Quebec, Canada
$329K +$65.1K +5,137 +25%
FHA
81
Flagship Harbor Advisors
Massachusetts
$324K +$23.8K +1,878 +8%
CA
82
Cetera Advisors
Colorado
$317K +$41.2K +3,250 +15%
SRC
83
Shufro Rose & Co
New York
$317K +$317K +25,000 New
CAN
84
Cetera Advisor Networks
California
$314K +$134K +10,547 +75%
HK
85
Horizon Kinetics
New York
$310K +$51 +4 +0%
NMC
86
Nine Masts Capital
Hong Kong
$298K -$1.04M -82,400 -78%
PAG
87
Private Advisor Group
New Jersey
$298K +$115K +9,100 +63%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$290K +$50.7K +4,004 +21%
AA
89
AQR Arbitrage
Connecticut
$289K +$24.5K +1,935 +9%
MML Investors Services
90
MML Investors Services
Massachusetts
$282K +$11.3K +895 +4%
WS
91
Wedbush Securities
California
$276K +$1.45K +114 +0.5%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$265K -$1.43M -112,871 -84%
BWM
93
BerganKDV Wealth Management
Minnesota
$264K +$15.4K +1,216 +6%
WA
94
WealthTrust Axiom
Pennsylvania
$254K -$14.3K -1,125 -5%
US Bancorp
95
US Bancorp
Minnesota
$251K +$3.17K +250 +1%
PAS
96
Park Avenue Securities
New York
$245K +$44.9K +3,542 +23%
Citadel Advisors
97
Citadel Advisors
Florida
$244K +$47.8K +3,775 +24%
SPC
98
Sigma Planning Corp
Michigan
$243K +$21K +1,655 +9%
DA
99
Doliver Advisors
Texas
$239K -$2.2M -173,784 -90%
BRWA
100
B. Riley Wealth Advisors
Florida
$232K -$127 -10 -0.1%