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EVV

Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $518M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

1% less funds holding

Funds holding: 143141 (-2)

1.57% less ownership

Funds ownership: 44.5%42.94% (-1.6%)

24% less capital invested

Capital invested by funds: $684M → $518M (-$166M)

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
43
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$250K -$52.4K -4,232 -15%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$242K +$283K +22,870 New
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$238K +$279K +22,500 New
CA
79
Claro Advisors
Massachusetts
$236K +$120K +9,698 +77%
COLIM
80
City of London Investment Management
United Kingdom
$229K
PIA
81
Powell Investment Advisors
Florida
$227K -$42K -3,388 -14%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$227K +$16.3K +1,314 +7%
POIA
83
Pin Oak Investment Advisors
Texas
$226K -$135K -10,915 -34%
RPA
84
Rock Point Advisors
Vermont
$219K -$31K -2,500 -11%
EVM
85
Eaton Vance Management
Massachusetts
$216K -$4.27K -345 -2%
Stifel Financial
86
Stifel Financial
Missouri
$209K -$103K -8,346 -30%
AA
87
AQR Arbitrage
Connecticut
$194K +$228K +18,394 New
BRWA
88
B. Riley Wealth Advisors
Florida
$189K +$322 +26 +0.1%
MC
89
Moors & Cabot
Massachusetts
$179K +$205K +16,578 New
BMO
90
Beck Mack & Oliver
New York
$178K
AF
91
Advisornet Financial
Minnesota
$177K +$13.7K +1,110 +7%
US Bancorp
92
US Bancorp
Minnesota
$175K
WA
93
WealthTrust Axiom
Pennsylvania
$156K
MFW
94
Meristem Family Wealth
Minnesota
$152K
HKAM
95
Horizon Kinetics Asset Management
New York
$149K -$18.2K -1,469 -9%
GLA
96
Good Life Advisors
Pennsylvania
$146K +$1.03K +83 +0.6%
WGA
97
Weather Gauge Advisory
Virginia
$143K +$272 +22 +0.2%
CCFM
98
Clear Creek Financial Management
Washington
$140K +$1.56K +126 +1%
HCM
99
Hollencrest Capital Management
California
$139K
WWM
100
Western Wealth Management
Colorado
$138K -$3.71K -300 -2%