EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

152 hedge funds and large institutions have $300M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 26 closing their positions.

Holders
152
Holders Change
-14
Holders Change %
-8.43%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
54
Reduced
51
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWP
1
Cyndeo Wealth Partners
Florida
$7.9M
2
CS
2
Credit Suisse
Switzerland
$3.35M
3
CF
3
Centaurus Financial
California
$5.92M
4
Ameriprise
4
Ameriprise
Minnesota
$3.59M
5
PCM
5
Penserra Capital Management
California
$2.94M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$45.5M
2
Invesco
2
Invesco
Georgia
$15.1M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
Bank of America
5
Bank of America
North Carolina
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
76
Evergreen Capital Management
Washington
$239K 24,233 +105 +0.4%
MC
77
Moors & Cabot
Massachusetts
$237K 24,070 -950 -4%
BWM
78
BerganKDV Wealth Management
Minnesota
$219K 22,250 +126 +0.6%
Corient Private Wealth
79
Corient Private Wealth
Florida
$214K 21,701 +21,701 New
POIA
80
Pin Oak Investment Advisors
Texas
$212K 21,498 – –
FHA
81
Flagship Harbor Advisors
Massachusetts
$212K 21,495 -308 -1%
OC
82
Oppenheimer & Co
New York
$209K 21,243 +51 +0.2%
PMG
83
ProVise Management Group
Florida
$201K 20,430 -1,500 -7%
Citigroup
84
Citigroup
New York
$197K 20,000 – –
CC
85
Claybrook Capital
Massachusetts
$195K 19,837 +5,397 +37%
CWM
86
Congress Wealth Management
Massachusetts
$195K 19,770 +4,780 +32%
GWSG
87
GPS Wealth Strategies Group
Colorado
$192K 19,479 – –
OBWG
88
Onyx Bridge Wealth Group
New York
$185K 18,820 +227 +1%
FFA
89
First Foundation Advisors
California
$183K 18,611 – –
SIG
90
Stonegate Investment Group
Alabama
$183K 18,552 – –
DCM
91
Dudley Capital Management
Virginia
$182K 18,483 -150 -0.8%
KAS
92
Kestra Advisory Services
Texas
$176K 17,881 -493 -3%
V
93
Veritable
Delaware
$173K 17,600 – –
PAG
94
Private Advisor Group
New Jersey
$165K 16,787 +920 +6%
FAG
95
Fortitude Advisory Group
Washington
$165K 16,736 +738 +5%
EIP
96
Ellis Investment Partners
Pennsylvania
$164K 16,693 +16,693 New
US Bancorp
97
US Bancorp
Minnesota
$164K 16,600 – –
WA
98
Waverly Advisors
Alabama
$161K 16,320 -10,508 -39%
HI
99
Harbour Investments
Wisconsin
$158K 16,075 -2,357 -13%
BTWM
100
Baker Tilly Wealth Management
Wisconsin
$157K 15,914 +314 +2%
2 3
4
5 6