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EVV

Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $333M invested in Eaton Vance Limited Duration Income Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0.1% more ownership

Funds ownership: 27.65%27.75% (+0.1%)

3% less funds holding

Funds holding: 155150 (-5)

11% less capital invested

Capital invested by funds: $375M → $333M (-$41.7M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
150
Holders Change
-5
Holders Change %
-3.23%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
52
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
76
Pin Oak Investment Advisors
Texas
$224K -$760 -71 -0.3%
RGF
77
Retirement Guys Formula
Ohio
$222K +$74.6K +6,966 +48%
BWM
78
BerganKDV Wealth Management
Minnesota
$219K -$6.13K -573 -3%
HI
79
Harbour Investments
Wisconsin
$216K +$224K +20,943 New
OC
80
Oppenheimer & Co
New York
$215K -$79.1K -7,386 -26%
OBWG
81
Onyx Bridge Wealth Group
New York
$213K -$211K -19,750 -49%
EVM
82
Eaton Vance Management
Massachusetts
$210K -$13.4K -1,249 -6%
SWM
83
SeaCrest Wealth Management
New York
$210K -$139 -13 -0.1%
Citigroup
84
Citigroup
New York
$207K
FFWM
85
Future Financial Wealth Management
Ohio
$204K
GWSG
86
GPS Wealth Strategies Group
Colorado
$201K +$175K +16,374 +527%
SIG
87
Stonegate Investment Group
Alabama
$192K
SPC
88
Sigma Planning Corp
Michigan
$190K -$90K -8,407 -31%
MC
89
Moors & Cabot
Massachusetts
$175K +$26.5K +2,475 +17%
US Bancorp
90
US Bancorp
Minnesota
$171K -$23.6K -2,200 -12%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$170K -$3.49K -326 -2%
PHS
92
Pekin Hardy Strauss
Illinois
$165K
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$162K +$40.6K +3,793 +32%
BTWM
94
Baker Tilly Wealth Management
Wisconsin
$161K
APA
95
American Portfolios Advisors
New York
$155K -$1.5K -140 -0.9%
CWM
96
Congress Wealth Management
Massachusetts
$155K
SCA
97
Sandy Cove Advisors
Massachusetts
$153K +$155K +14,500 +4,833%
CAM
98
Cresset Asset Management
Illinois
$149K +$154K +14,400 New
MW
99
Marcum Wealth
Ohio
$142K
WFA
100
WMG Financial Advisors
Tennessee
$141K