We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.89% less ownership

Funds ownership: 32.57%31.67% (-0.89%)

3% less capital invested

Capital invested by funds: $369M → $359M (-$10M)

6% less funds holding

Funds holding: 153144 (-9)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
144
Holders Change
-9
Holders Change %
-5.88%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
57
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$261K -$172K -17,837 -40%
Walleye Capital
77
Walleye Capital
New York
$248K +$246K +25,450 New
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$240K -$116 -12 -0%
Corient Private Wealth
79
Corient Private Wealth
Florida
$233K -$5.57K -576 -2%
Lido Advisors
80
Lido Advisors
California
$228K +$34.2K +3,541 +18%
SI
81
Stephens Inc
Arkansas
$223K -$68.8K -7,121 -24%
PCM
82
Pointe Capital Management
Michigan
$222K +$928 +96 +0.4%
MC
83
Moors & Cabot
Massachusetts
$221K -$5.86K -606 -3%
CIA
84
Concurrent Investment Advisors
Florida
$221K +$219K +22,664 New
PI
85
PFG Investments
New York
$218K +$16.8K +1,738 +8%
ATS
86
Ashton Thomas Securities
New York
$197K +$193K +20,000 New
RP
87
Riverbridge Partners
Minnesota
$196K +$11.2K +1,156 +6%
IWM
88
Iams Wealth Management
Nebraska
$195K +$193K +20,000 New
FFA
89
First Foundation Advisors
California
$181K
SIG
90
Stonegate Investment Group
Alabama
$181K
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$178K -$21.9K -2,268 -11%
DCM
92
Dudley Capital Management
Virginia
$177K
OC
93
Oarsman Capital
Wisconsin
$176K -$95.3K -9,860 -35%
VAM
94
Verity Asset Management
North Carolina
$174K -$11.3K -1,168 -6%
SWM
95
SeaCrest Wealth Management
New York
$171K -$60.9K -6,305 -26%
NS
96
NBC Securities
Alabama
$168K
WA
97
Waverly Advisors
Alabama
$159K
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$158K +$725 +75 +0.5%
SCA
99
Sandy Cove Advisors
Massachusetts
$153K -$725 -75 -0.5%
PMG
100
ProVise Management Group
Florida
$153K -$4.83K -500 -3%