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Eaton Vance Limited Duration Income Fund

149 hedge funds and large institutions have $294M invested in Eaton Vance Limited Duration Income Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

0.34% less ownership

Funds ownership: 27.75%27.4% (-0.34%)

1% less funds holding

Funds holding: 150149 (-1)

12% less capital invested

Capital invested by funds: $333M → $294M (-$39.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
49
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$207K
SI
77
Stephens Inc
Arkansas
$203K -$50.4K -4,810 -18%
FHA
78
Flagship Harbor Advisors
Massachusetts
$201K -$5.17K -494 -2%
POIA
79
Pin Oak Investment Advisors
Texas
$198K -$1.57K -150 -0.7%
BWM
80
BerganKDV Wealth Management
Minnesota
$193K -$3.1K -296 -1%
OC
81
Oppenheimer & Co
New York
$193K +$1.74K +166 +0.8%
SWM
82
SeaCrest Wealth Management
New York
$188K +$722 +69 +0.3%
EVM
83
Eaton Vance Management
Massachusetts
$187K
Citigroup
84
Citigroup
New York
$184K
GWSG
85
GPS Wealth Strategies Group
Colorado
$179K
FFA
86
First Foundation Advisors
California
$171K -$51.1K -4,883 -21%
SIG
87
Stonegate Investment Group
Alabama
$171K
RGF
88
Retirement Guys Formula
Ohio
$162K -$40.8K -3,899 -18%
US Bancorp
89
US Bancorp
Minnesota
$153K
SPC
90
Sigma Planning Corp
Michigan
$149K -$22.8K -2,177 -12%
BTWM
91
Baker Tilly Wealth Management
Wisconsin
$144K
BC
92
Barrett & Company
Rhode Island
$144K +$160K +15,308 New
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$142K -$2.15K -205 -1%
FAG
94
Fortitude Advisory Group
Washington
$142K +$18.2K +1,742 +13%
CWM
95
Congress Wealth Management
Massachusetts
$138K
SCA
96
Sandy Cove Advisors
Massachusetts
$136K
WFA
97
WMG Financial Advisors
Tennessee
$134K +$11.5K +1,100 +8%
CAM
98
Cresset Asset Management
Illinois
$133K
CC
99
Claybrook Capital
Massachusetts
$133K +$151K +14,440 New
APA
100
American Portfolios Advisors
New York
$129K -$10.4K -992 -7%