EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

164 hedge funds and large institutions have $358M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
164
Holders Change
+22
Holders Change %
+15.49%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
48
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Cura Wealth Advisors
Illinois
$6.05M
2
Raymond James Financial
2
Raymond James Financial
Florida
$6.05M
3
LPL Financial
3
LPL Financial
California
$11.4M
4
Ameriprise
4
Ameriprise
Minnesota
$32.2M
5
Creative Planning
5
Creative Planning
Kansas
$2.72M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$194K
2
Invesco
2
Invesco
Georgia
$13.1M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3.87M
4
CWP
4
Cyndeo Wealth Partners
Florida
$6.58M
5
RC
5
Rareview Capital
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$210K 21,492 +18,885 +724%
PI
77
PFG Investments
New York
$207K 21,234 -2,962 -12%
RP
78
Riverbridge Partners
Minnesota
$205K 20,988 +753 +4%
Corient Private Wealth
79
Corient Private Wealth
Florida
$202K 20,652 -583 -3%
HF
80
HRT Financial
New York
$196K 20,085 +20,085 New
IWM
81
Iams Wealth Management
Nebraska
$195K 20,000 – –
ATS
82
Ashton Thomas Securities
New York
$195K 20,000 – –
Neuberger Berman Group
83
Neuberger Berman Group
New York
$195K 20,000 +20,000 New
MML Investors Services
84
MML Investors Services
Massachusetts
$194K 19,861 -15,404 -44%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$194K 19,678 -215,324 -92%
Lido Advisors
86
Lido Advisors
California
$194K 19,837 – –
FFA
87
First Foundation Advisors
California
$182K 18,611 – –
Jane Street
88
Jane Street
New York
$181K 18,565 +18,565 New
SIG
89
Stonegate Investment Group
Alabama
$181K 18,552 – –
Millennium Management
90
Millennium Management
New York
$181K 18,475 -44,935 -71%
DCM
91
Dudley Capital Management
Virginia
$177K 18,133 – –
FCM
92
Fogel Capital Management
Florida
$176K 18,000 +18,000 New
HighTower Advisors
93
HighTower Advisors
Illinois
$170K 17,358 -5,743 -25%
SWM
94
SeaCrest Wealth Management
New York
$168K 17,243 -270 -2%
PMG
95
ProVise Management Group
Florida
$167K 17,088 +1,800 +12%
CFA
96
Cahill Financial Advisors
Minnesota
$161K 16,465 -8,715 -35%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$157K 16,054 -924 -5%
SCA
98
Sandy Cove Advisors
Massachusetts
$154K 15,750 – –
HKAM
99
Horizon Kinetics Asset Management
New York
$153K 15,668 – –
OBWG
100
Onyx Bridge Wealth Group
New York
$146K 14,926 +252 +2%
2 3
4
5 6