We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

143 hedge funds and large institutions have $684M invested in Eaton Vance Limited Duration Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $577M → $684M (+$107M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.05% more ownership

Funds ownership: 43.45%44.5% (+1.1%)

1% less funds holding

Funds holding: 144143 (-1)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
20
Increased
51
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$387K -$34.3K -2,675 -8%
Stifel Financial
77
Stifel Financial
Missouri
$371K -$7.33K -572 -2%
SPC
78
Sigma Planning Corp
Michigan
$370K -$12.5K -975 -3%
PIA
79
Powell Investment Advisors
Florida
$329K +$319K +24,850 New
FHA
80
Flagship Harbor Advisors
Massachusetts
$318K -$3.79K -296 -1%
FWIA
81
Fort Washington Investment Advisors
Ohio
$317K -$38.5K -3,000 -11%
RPA
82
Rock Point Advisors
Vermont
$307K +$19.2K +1,500 +7%
SKK
83
Shepherd Kaplan Krochuk
Massachusetts
$288K
COLIM
84
City of London Investment Management
United Kingdom
$286K
EVM
85
Eaton Vance Management
Massachusetts
$275K -$134K -10,490 -34%
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$268K
Baird Financial Group
87
Baird Financial Group
Wisconsin
$238K +$230K +17,935 New
BRWA
88
B. Riley Wealth Advisors
Florida
$236K +$295 +23 +0.1%
UR
89
USCA RIA
Texas
$228K +$220K +17,189 New
BMO
90
Beck Mack & Oliver
New York
$223K
US Bancorp
91
US Bancorp
Minnesota
$220K
AF
92
Advisornet Financial
Minnesota
$208K +$120K +9,398 +150%
HKAM
93
Horizon Kinetics Asset Management
New York
$207K -$9.07K -708 -4%
ACM
94
Avalon Capital Management
California
$203K +$8.97K +700 +5%
WA
95
WealthTrust Axiom
Pennsylvania
$196K -$16.5K -1,285 -8%
MFW
96
Meristem Family Wealth
Minnesota
$191K
PAG
97
Private Advisor Group
New Jersey
$182K +$5.17K +403 +3%
GLA
98
Good Life Advisors
Pennsylvania
$179K -$29.6K -2,306 -14%
WGA
99
Weather Gauge Advisory
Virginia
$179K +$449 +35 +0.3%
CCIM
100
Chapwood Capital Investment Management
Texas
$179K +$173K +13,478 New