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EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% more capital invested

Capital invested by funds: $359M → $371M (+$12.5M)

0% more funds holding

Funds holding: 144144 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.26% less ownership

Funds ownership: 31.67%30.42% (-1.3%)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$243K -$36.1K -3,587 -13%
PCM
77
Pointe Capital Management
Michigan
$240K +$955 +95 +0.4%
MC
78
Moors & Cabot
Massachusetts
$240K +$1.2K +119 +0.5%
Creative Planning
79
Creative Planning
Kansas
$239K -$81.9K -8,150 -26%
SI
80
Stephens Inc
Arkansas
$239K -$2.01K -200 -0.9%
Corient Private Wealth
81
Corient Private Wealth
Florida
$223K -$27.2K -2,711 -11%
RP
82
Riverbridge Partners
Minnesota
$213K +$704 +70 +0.3%
UBS AM
83
UBS AM
Illinois
$210K -$151K -15,000 -43%
ATS
84
Ashton Thomas Securities
New York
$210K
IWM
85
Iams Wealth Management
Nebraska
$210K
Lido Advisors
86
Lido Advisors
California
$208K -$35.6K -3,541 -15%
CWM
87
Congress Wealth Management
Massachusetts
$208K +$199K +19,770 New
FFA
88
First Foundation Advisors
California
$196K
SIG
89
Stonegate Investment Group
Alabama
$195K
DCM
90
Dudley Capital Management
Virginia
$191K
SWM
91
SeaCrest Wealth Management
New York
$184K
NS
92
NBC Securities
Alabama
$181K
GSIAS
93
Garden State Investment Advisory Services
New Jersey
$178K +$7.81K +777 +5%
WA
94
Waverly Advisors
Alabama
$172K
VAM
95
Verity Asset Management
North Carolina
$169K -$17.8K -1,773 -10%
SCA
96
Sandy Cove Advisors
Massachusetts
$166K
HKAM
97
Horizon Kinetics Asset Management
New York
$165K +$32.7K +3,251 +26%
PMG
98
ProVise Management Group
Florida
$161K -$4.44K -442 -3%
WA
99
WealthTrust Axiom
Pennsylvania
$156K
OBWG
100
Onyx Bridge Wealth Group
New York
$154K +$2.35K +234 +2%