EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

163 hedge funds and large institutions have $436M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
60
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$176M
2
RVPG
2
Relative Value Partners Group
$6.97M
3
Ameriprise
3
Ameriprise
Minnesota
$13.4M
4
SIA
4
Sit Investment Associates
Minnesota
$51M
5
1CP
5
1607 Capital Partners
Virginia
$2.6M

Top Sellers

1
CF
1
Centaurus Financial
California
$875K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.18M
3
RCM
3
Rivernorth Capital Management
Florida
$451K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$259K 27,037 -14,911 -36%
EWA
77
EP Wealth Advisors
California
$257K 26,800 – –
SWM
78
SeaCrest Wealth Management
New York
$248K 25,628 -1,824 -7%
FAG
79
Fortitude Advisory Group
Washington
$247K 25,801 +2,672 +12%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$244K 25,495 -4,845 -16%
MC
81
Moors & Cabot
Massachusetts
$218K 22,781 -17,450 -43%
PCM
82
Pointe Capital Management
Michigan
$216K 22,575 -907 -4%
Corient Private Wealth
83
Corient Private Wealth
Florida
$200K 20,886 -875 -4%
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$197K 20,534 +20,534 New
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$192K 20,014 -125,070 -86%
Lido Advisors
86
Lido Advisors
California
$190K 19,837 +19,837 New
VAM
87
Verity Asset Management
North Carolina
$189K 19,729 +19,729 New
OBWG
88
Onyx Bridge Wealth Group
New York
$186K 19,424 +205 +1%
FFA
89
First Foundation Advisors
California
$178K 18,611 – –
SIG
90
Stonegate Investment Group
Alabama
$178K 18,552 – –
EIP
91
Ellis Investment Partners
Pennsylvania
$176K 18,391 +162 +0.9%
DCM
92
Dudley Capital Management
Virginia
$174K 18,133 -350 -2%
RP
93
Riverbridge Partners
Minnesota
$167K 17,459 +118 +0.7%
NS
94
NBC Securities
Alabama
$165K 17,300 – –
Nomura Holdings
95
Nomura Holdings
Japan
$164K 17,150 +17,150 New
Jane Street
96
Jane Street
New York
$159K 16,634 +16,634 New
US Bancorp
97
US Bancorp
Minnesota
$159K 16,600 – –
WA
98
Waverly Advisors
Alabama
$156K 16,320 – –
GSIAS
99
Garden State Investment Advisory Services
New Jersey
$154K 16,054 +1,073 +7%
PAG
100
Private Advisor Group
New Jersey
$152K 15,867 – –
2 3
4
5 6