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Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $575M invested in Eaton Vance Limited Duration Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

2.85% less ownership

Funds ownership: 42.03%39.18% (-2.9%)

6% less funds holding

Funds holding: 154145 (-9)

6% less capital invested

Capital invested by funds: $612M → $575M (-$36.5M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
54
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
76
ProVise Management Group
Florida
$380K
SFS
77
Sowell Financial Services
Arkansas
$379K -$302 -24 -0.1%
POIA
78
Pin Oak Investment Advisors
Texas
$358K
FHA
79
Flagship Harbor Advisors
Massachusetts
$350K +$32K +2,548 +10%
SI
80
Stephens Inc
Arkansas
$337K -$84.7K -6,734 -20%
BTWM
81
Baker Tilly Wealth Management
Wisconsin
$323K
SPC
82
Sigma Planning Corp
Michigan
$301K +$465 +37 +0.2%
PIA
83
Powell Investment Advisors
Florida
$300K +$7K +557 +2%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$284K
CA
85
Cetera Advisors
Colorado
$284K +$50.2K +3,991 +22%
EWM
86
Evercore Wealth Management
New York
$268K -$761K -60,510 -74%
EVM
87
Eaton Vance Management
Massachusetts
$259K +$679 +54 +0.3%
US Bancorp
88
US Bancorp
Minnesota
$238K
SCA
89
STALEY CAPITAL ADVISERS
Pennsylvania
$219K +$465 +37 +0.2%
FWIA
90
Fort Washington Investment Advisors
Ohio
$208K -$17.6K -1,400 -8%
AF
91
Advisornet Financial
Minnesota
$202K -$7.14K -568 -3%
MC
92
Moors & Cabot
Massachusetts
$191K +$2.2K +175 +1%
BRWM
93
B. Riley Wealth Management
Tennessee
$189K +$12.6K +1,000 +7%
MFW
94
Meristem Family Wealth
Minnesota
$182K
GA
95
Greytown Advisors
Florida
$181K +$141K +11,203 New
CA
96
Claro Advisors
Massachusetts
$177K -$1.26K -100 -0.7%
HKAM
97
Horizon Kinetics Asset Management
New York
$173K -$3.67K -292 -2%
MW
98
Marcum Wealth
Ohio
$173K +$173K +13,725 New
FIA
99
FNY Investment Advisers
New York
$168K +$111K +8,801 +194%
HCM
100
Hollencrest Capital Management
California
$167K