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EVV

Eaton Vance Limited Duration Income Fund

167 hedge funds and large institutions have $6.39B invested in Eaton Vance Limited Duration Income Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,074% more capital invested

Capital invested by funds: $294M → $6.39B (+$6.1B)

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 149167 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.3% more ownership

Funds ownership: 27.4%27.7% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
51
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Wolverine Asset Management
Illinois
$282K +$262K +27,138 +952%
MCC
77
Money Concepts Capital
Florida
$267K +$274K +28,386 New
HCM
78
Hollencrest Capital Management
California
$256K +$264K +27,314 New
MML Investors Services
79
MML Investors Services
Massachusetts
$256K -$145K -14,990 -35%
WA
80
Waverly Advisors
Alabama
$252K +$259K +26,828 New
PCM
81
Pointe Capital Management
Michigan
$237K -$18.3K -1,896 -7%
ASN
82
Advisory Services Network
Georgia
$236K -$28.9K -2,990 -11%
AWM
83
AE Wealth Management
Kansas
$236K -$27.3K -2,825 -10%
MC
84
Moors & Cabot
Massachusetts
$235K +$242K +25,020 New
AC
85
Aristides Capital
Kentucky
$228K +$235K +24,320 New
ECM
86
Evergreen Capital Management
Washington
$227K -$203K -21,055 -47%
FFWM
87
Future Financial Wealth Management
Ohio
$225K +$21.3K +2,205 +10%
SGC
88
Slocum, Gordon & Co
Rhode Island
$219K +$33.4K +3,460 New
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$211K
SWM
90
SeaCrest Wealth Management
New York
$209K +$17.7K +1,834 +9%
BWM
91
BerganKDV Wealth Management
Minnesota
$208K +$11.6K +1,200 +6%
PMG
92
ProVise Management Group
Florida
$206K -$34.3K -3,550 -14%
FHA
93
Flagship Harbor Advisors
Massachusetts
$205K
POIA
94
Pin Oak Investment Advisors
Texas
$202K +$10 +1 +0%
OC
95
Oppenheimer & Co
New York
$199K +$1.79K +185 +0.9%
VF
96
Virtu Financial
New York
$197K +$203K +21,032 New
Citigroup
97
Citigroup
New York
$188K
GWSG
98
GPS Wealth Strategies Group
Colorado
$183K
OBWG
99
Onyx Bridge Wealth Group
New York
$181K +$54.4K +5,629 +43%
RP
100
Riverbridge Partners
Minnesota
$178K -$480K -49,671 -72%