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EVV

Eaton Vance Limited Duration Income Fund

155 hedge funds and large institutions have $375M invested in Eaton Vance Limited Duration Income Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 28.31%27.65% (-0.66%)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 159155 (-4)

13% less capital invested

Capital invested by funds: $429M → $375M (-$54.5M)

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
49
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
76
Greytown Advisors
Florida
$271K
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$263K
WAM
78
WealthTrust Asset Management
Florida
$259K +$1.85K +153 +0.7%
BWM
79
BerganKDV Wealth Management
Minnesota
$255K -$120K -9,959 -31%
POIA
80
Pin Oak Investment Advisors
Texas
$254K -$27.9K -2,310 -10%
FHA
81
Flagship Harbor Advisors
Massachusetts
$253K -$14.5K -1,205 -5%
EVM
82
Eaton Vance Management
Massachusetts
$253K +$543 +45 +0.2%
Mariner
83
Mariner
Kansas
$249K +$256K +21,251 New
EWM
84
Evercore Wealth Management
New York
$248K
SWM
85
SeaCrest Wealth Management
New York
$238K +$119K +9,878 +94%
Millennium Management
86
Millennium Management
New York
$238K +$246K +20,371 New
Citigroup
87
Citigroup
New York
$234K
US Bancorp
88
US Bancorp
Minnesota
$220K
SIG
89
Stonegate Investment Group
Alabama
$217K
Baird Financial Group
90
Baird Financial Group
Wisconsin
$210K -$45K -3,727 -17%
BRWM
91
B. Riley Wealth Management
Tennessee
$210K -$205 -17 -0.1%
FFWM
92
Future Financial Wealth Management
Ohio
$204K +$48K +3,974 +29%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$196K -$304K -25,219 -60%
SI
94
Stephens Inc
Arkansas
$189K +$57.7K +4,785 +42%
PHS
95
Pekin Hardy Strauss
Illinois
$187K
ASN
96
Advisory Services Network
Georgia
$187K +$21.3K +1,761 +12%
BTWM
97
Baker Tilly Wealth Management
Wisconsin
$183K -$121K -10,000 -39%
APA
98
American Portfolios Advisors
New York
$177K +$47K +3,892 +35%
FWIA
99
Fort Washington Investment Advisors
Ohio
$176K
CWM
100
Congress Wealth Management
Massachusetts
$175K