We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 27.7%26.74% (-0.96%)

8% less funds holding

Funds holding: 167154 (-13)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

95% less capital invested

Capital invested by funds: $6.39B → $302M (-$6.09B)

Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
55
Reduced
51
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$247K -$683 -68 -0.3%
HCM
77
Hollencrest Capital Management
California
$247K -$22.4K -2,234 -8%
ECM
78
Evergreen Capital Management
Washington
$239K +$1.05K +105 +0.4%
MC
79
Moors & Cabot
Massachusetts
$237K -$9.54K -950 -4%
BWM
80
BerganKDV Wealth Management
Minnesota
$219K +$1.26K +126 +0.6%
Corient Private Wealth
81
Corient Private Wealth
Florida
$214K +$218K +21,701 New
POIA
82
Pin Oak Investment Advisors
Texas
$212K
FHA
83
Flagship Harbor Advisors
Massachusetts
$212K -$3.09K -308 -1%
OC
84
Oppenheimer & Co
New York
$209K +$512 +51 +0.2%
PMG
85
ProVise Management Group
Florida
$201K -$15.1K -1,500 -7%
Citigroup
86
Citigroup
New York
$197K
CC
87
Claybrook Capital
Massachusetts
$195K +$54.2K +5,397 +37%
CWM
88
Congress Wealth Management
Massachusetts
$195K +$48K +4,780 +32%
GWSG
89
GPS Wealth Strategies Group
Colorado
$192K
OBWG
90
Onyx Bridge Wealth Group
New York
$185K +$2.28K +227 +1%
FFA
91
First Foundation Advisors
California
$183K
SIG
92
Stonegate Investment Group
Alabama
$183K
DCM
93
Dudley Capital Management
Virginia
$182K -$1.51K -150 -0.8%
KAS
94
Kestra Advisory Services
Texas
$176K -$4.95K -493 -3%
V
95
Veritable
Delaware
$173K
PAG
96
Private Advisor Group
New Jersey
$165K +$9.24K +920 +6%
FAG
97
Fortitude Advisory Group
Washington
$165K +$7.41K +738 +5%
EIP
98
Ellis Investment Partners
Pennsylvania
$164K +$168K +16,693 New
US Bancorp
99
US Bancorp
Minnesota
$164K
WA
100
Waverly Advisors
Alabama
$161K -$106K -10,508 -39%