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Eaton Vance Limited Duration Income Fund

149 hedge funds and large institutions have $528M invested in Eaton Vance Limited Duration Income Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

3% more funds holding

Funds holding: 145149 (+4)

4.89% less ownership

Funds ownership: 39.18%34.29% (-4.9%)

8% less capital invested

Capital invested by funds: $575M → $528M (-$46.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
54
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
76
Conning Inc
Connecticut
$425K
POIA
77
Pin Oak Investment Advisors
Texas
$409K +$32.9K +2,550 +9%
Lazard Asset Management
78
Lazard Asset Management
New York
$397K
FWM
79
Foresight Wealth Management
Utah
$394K +$383K +29,712 New
BWM
80
BerganKDV Wealth Management
Minnesota
$393K -$149K -11,537 -28%
PMG
81
ProVise Management Group
Florida
$385K -$13.7K -1,062 -4%
CAN
82
Cetera Advisor Networks
California
$367K +$356K +27,668 New
FHA
83
Flagship Harbor Advisors
Massachusetts
$340K -$27.1K -2,100 -8%
BTWM
84
Baker Tilly Wealth Management
Wisconsin
$339K
PIA
85
Powell Investment Advisors
Florida
$322K +$7.18K +557 +2%
SPC
86
Sigma Planning Corp
Michigan
$308K -$7.56K -587 -2%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$298K
WAM
88
WealthTrust Asset Management
Florida
$296K +$287K +22,315 New
Jane Street
89
Jane Street
New York
$288K +$279K +21,683 New
EWM
90
Evercore Wealth Management
New York
$281K
EVM
91
Eaton Vance Management
Massachusetts
$269K -$2.15K -167 -0.8%
SI
92
Stephens Inc
Arkansas
$268K -$84K -6,520 -24%
US Bancorp
93
US Bancorp
Minnesota
$249K
BRWM
94
B. Riley Wealth Management
Tennessee
$225K +$26K +2,016 +13%
FWIA
95
Fort Washington Investment Advisors
Ohio
$219K
SCA
96
STALEY CAPITAL ADVISERS
Pennsylvania
$218K -$12.4K -964 -6%
MC
97
Moors & Cabot
Massachusetts
$196K -$5.15K -400 -3%
GA
98
Greytown Advisors
Florida
$191K
MFW
99
Meristem Family Wealth
Minnesota
$191K
MW
100
Marcum Wealth
Ohio
$182K