EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.2M
2
Ameriprise
2
Ameriprise
Minnesota
$6.63M
3
Invesco
3
Invesco
Georgia
$17.1M
4
LPL Financial
4
LPL Financial
California
$6.52M
5
AA
5
AQR Arbitrage
Connecticut
$2.18M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.02M
2
CS
2
Credit Suisse
Switzerland
$725K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$61.5K
4
CFA
4
Compass Financial Advisors
Indiana
$0
5
HWM
5
Howard Wealth Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
SeaCrest Wealth Management
New York
$255K 27,196 +608 +2%
AA
77
Apriem Advisors
California
$255K 27,194 -6,974 -20%
HCM
78
Hollencrest Capital Management
California
$235K 25,080 – –
PCM
79
Pointe Capital Management
Michigan
$228K 24,341 -1,010 -4%
AI
80
AXS Investments
New York
$225K 24,000 +24,000 New
ECM
81
Evergreen Capital Management
Washington
$222K 23,683 -550 -2%
BWM
82
BerganKDV Wealth Management
Minnesota
$216K 23,125 +875 +4%
POIA
83
Pin Oak Investment Advisors
Texas
$201K 21,498 – –
Corient Private Wealth
84
Corient Private Wealth
Florida
$199K 21,220 -481 -2%
FAG
85
Fortitude Advisory Group
Washington
$193K 20,618 +3,882 +23%
AWM
86
AE Wealth Management
Kansas
$189K 20,224 -4,872 -19%
CC
87
Claybrook Capital
Massachusetts
$186K 19,837 – –
CWM
88
Congress Wealth Management
Massachusetts
$185K 19,770 – –
EIP
89
Ellis Investment Partners
Pennsylvania
$179K 19,158 +2,465 +15%
OBWG
90
Onyx Bridge Wealth Group
New York
$178K 19,017 +197 +1%
FFA
91
First Foundation Advisors
California
$174K 18,611 – –
SIG
92
Stonegate Investment Group
Alabama
$174K 18,552 – –
DCM
93
Dudley Capital Management
Virginia
$173K 18,483 – –
PMG
94
ProVise Management Group
Florida
$173K 18,430 -2,000 -10%
V
95
Veritable
Delaware
$165K 17,600 – –
US Bancorp
96
US Bancorp
Minnesota
$155K 16,600 – –
WA
97
Waverly Advisors
Alabama
$153K 16,320 – –
PAG
98
Private Advisor Group
New Jersey
$150K 15,867 -920 -5%
SCA
99
Sandy Cove Advisors
Massachusetts
$149K 15,900 – –
BTWM
100
Baker Tilly Wealth Management
Wisconsin
$146K 15,600 -314 -2%
2 3
4
5 6