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EVV

Eaton Vance Limited Duration Income Fund

156 hedge funds and large institutions have $304M 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.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 154156 (+2)

1.18% more ownership

Funds ownership: 26.74%27.93% (+1.2%)

0% more capital invested

Capital invested by funds: $302M → $304M (+$1.51M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$287K -$11.2K -1,200 -4%
MML Investors Services
77
MML Investors Services
Massachusetts
$272K +$16.6K +1,791 +7%
SWM
78
SeaCrest Wealth Management
New York
$255K +$5.65K +608 +2%
AA
79
Apriem Advisors
California
$255K -$64.8K -6,974 -20%
HCM
80
Hollencrest Capital Management
California
$235K
PCM
81
Pointe Capital Management
Michigan
$228K -$9.39K -1,010 -4%
AI
82
AXS Investments
New York
$225K +$223K +24,000 New
ECM
83
Evergreen Capital Management
Washington
$222K -$5.11K -550 -2%
BWM
84
BerganKDV Wealth Management
Minnesota
$216K +$8.13K +875 +4%
POIA
85
Pin Oak Investment Advisors
Texas
$201K
Corient Private Wealth
86
Corient Private Wealth
Florida
$199K -$4.47K -481 -2%
FAG
87
Fortitude Advisory Group
Washington
$193K +$36.1K +3,882 +23%
AWM
88
AE Wealth Management
Kansas
$189K -$45.3K -4,872 -19%
CC
89
Claybrook Capital
Massachusetts
$186K
CWM
90
Congress Wealth Management
Massachusetts
$185K
EIP
91
Ellis Investment Partners
Pennsylvania
$179K +$22.9K +2,465 +15%
OBWG
92
Onyx Bridge Wealth Group
New York
$178K +$1.83K +197 +1%
FFA
93
First Foundation Advisors
California
$174K
SIG
94
Stonegate Investment Group
Alabama
$174K
DCM
95
Dudley Capital Management
Virginia
$173K
PMG
96
ProVise Management Group
Florida
$173K -$18.6K -2,000 -10%
V
97
Veritable
Delaware
$165K
US Bancorp
98
US Bancorp
Minnesota
$155K
WA
99
Waverly Advisors
Alabama
$153K
PAG
100
Private Advisor Group
New Jersey
$150K -$8.55K -920 -5%