We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

140 hedge funds and large institutions have $554M invested in Eaton Vance Limited Duration Income Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 138140 (+2)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

3% less capital invested

Capital invested by funds: $571M → $554M (-$17.6M)

1.52% less ownership

Funds ownership: 43.52%42% (-1.5%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
16
Increased
46
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
76
Fiera Capital (Canada)
Quebec, Canada
$309K
AAM
77
Advisors Asset Management
Colorado
$286K -$5.73K -496 -2%
SPC
78
Sigma Planning Corp
Michigan
$269K +$439 +38 +0.2%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$269K +$211K +18,286 +334%
CA
80
Cetera Advisors
Colorado
$263K -$2.82M -244,131 -91%
PIA
81
Powell Investment Advisors
Florida
$256K +$6.67K +577 +3%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$254K
POIA
83
Pin Oak Investment Advisors
Texas
$247K +$10.5K +908 +4%
COLIM
84
City of London Investment Management
United Kingdom
$245K
EVM
85
Eaton Vance Management
Massachusetts
$231K +$104 +9 +0%
Jane Street
86
Jane Street
New York
$221K +$226K +19,518 New
CA
87
Claro Advisors
Massachusetts
$220K -$33.1K -2,860 -13%
FWIA
88
Fort Washington Investment Advisors
Ohio
$202K -$69.4K -6,000 -25%
SCA
89
STALEY CAPITAL ADVISERS
Pennsylvania
$196K -$185K -15,961 -48%
AF
90
Advisornet Financial
Minnesota
$196K +$2.72K +235 +1%
SW
91
SVB Wealth
Massachusetts
$195K +$199K +17,225 New
BRWA
92
B. Riley Wealth Advisors
Florida
$188K -$7.18K -621 -4%
US Bancorp
93
US Bancorp
Minnesota
$188K
MC
94
Moors & Cabot
Massachusetts
$183K +$14.4K +1,250 +8%
MFW
95
Meristem Family Wealth
Minnesota
$163K
LCM
96
Landscape Capital Management
New Jersey
$162K -$438K -37,894 -73%
CWM
97
Cornerstone Wealth Management
Missouri
$160K +$163K +14,127 New
HKAM
98
Horizon Kinetics Asset Management
New York
$158K -$1.81K -157 -1%
WGA
99
Weather Gauge Advisory
Virginia
$154K +$474 +41 +0.3%
HCM
100
Hollencrest Capital Management
California
$150K