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EVV

Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $612M invested in Eaton Vance Limited Duration Income Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $554M → $612M (+$58M)

10% more funds holding

Funds holding: 140154 (+14)

0.03% more ownership

Funds ownership: 42%42.03% (+0.03%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
55
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
76
Quad-Cities Investment Group
Iowa
$375K +$891 +74 +0.2%
SFS
77
Sowell Financial Services
Arkansas
$367K
POIA
78
Pin Oak Investment Advisors
Texas
$355K +$78.2K +6,495 +30%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$348K +$48K +3,982 +17%
BTWM
80
Baker Tilly Wealth Management
Wisconsin
$321K +$308K +25,600 New
FHA
81
Flagship Harbor Advisors
Massachusetts
$316K -$33.7K -2,800 -10%
AWM
82
AE Wealth Management
Kansas
$315K +$303K +25,173 New
SPC
83
Sigma Planning Corp
Michigan
$298K +$470 +39 +0.2%
PIA
84
Powell Investment Advisors
Florida
$291K +$6.82K +566 +3%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$282K
LCM
86
Landscape Capital Management
New Jersey
$272K +$89K +7,392 +52%
EVM
87
Eaton Vance Management
Massachusetts
$256K -$24 -2 -0%
SS
88
Simplicity Solutions
Minnesota
$244K +$234K +19,460 New
Fiera Capital (Canada)
89
Fiera Capital (Canada)
Quebec, Canada
$236K -$102K -8,498 -31%
US Bancorp
90
US Bancorp
Minnesota
$236K +$26.5K +2,200 +13%
CA
91
Cetera Advisors
Colorado
$232K -$57.1K -4,738 -20%
FWIA
92
Fort Washington Investment Advisors
Ohio
$224K
SCA
93
STALEY CAPITAL ADVISERS
Pennsylvania
$217K +$446 +37 +0.2%
CWM
94
Cornerstone Wealth Management
Missouri
$211K +$32.7K +2,714 +19%
AF
95
Advisornet Financial
Minnesota
$208K -$8.77K -728 -4%
MC
96
Moors & Cabot
Massachusetts
$188K -$15.1K -1,250 -8%
BRWA
97
B. Riley Wealth Advisors
Florida
$187K -$20.3K -1,689 -10%
WEC
98
Winslow Evans & Crocker
Massachusetts
$184K +$128K +10,596 +258%
MFW
99
Meristem Family Wealth
Minnesota
$180K
CA
100
Claro Advisors
Massachusetts
$177K -$64K -5,315 -27%