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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $372M invested in Eaton Vance Limited Duration Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

4% more capital invested

Capital invested by funds: $359M → $372M (+$12.9M)

0.48% more ownership

Funds ownership: 31.57%32.05% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 166150 (-16)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
150
Holders Change
-16
Holders Change %
-9.64%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
57
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$218K +$121 +12 +0.1%
Corient Private Wealth
77
Corient Private Wealth
Florida
$215K +$8.59K +849 +4%
PI
78
PFG Investments
New York
$215K +$2.67K +264 +1%
SPIA
79
Steward Partners Investment Advisory
New York
$214K
ATS
80
Ashton Thomas Securities
New York
$200K
IWM
81
Iams Wealth Management
Nebraska
$200K
Neuberger Berman Group
82
Neuberger Berman Group
New York
$200K
MML Investors Services
83
MML Investors Services
Massachusetts
$199K +$891 +88 +0.4%
Lido Advisors
84
Lido Advisors
California
$198K
CWM
85
Congress Wealth Management
Massachusetts
$197K -$263K -26,000 -57%
FFA
86
First Foundation Advisors
California
$186K
EWA
87
EP Wealth Advisors
California
$186K -$83K -8,200 -31%
SIG
88
Stonegate Investment Group
Alabama
$185K
DCM
89
Dudley Capital Management
Virginia
$181K
NS
90
NBC Securities
Alabama
$172K +$175K +17,283 +101,665%
PMG
91
ProVise Management Group
Florida
$167K -$3.59K -355 -2%
HighTower Advisors
92
HighTower Advisors
Illinois
$166K -$7.23K -714 -4%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$164K -$32.6K -3,221 -16%
HKAM
94
Horizon Kinetics Asset Management
New York
$156K
SCA
95
Sandy Cove Advisors
Massachusetts
$156K -$1.52K -150 -1%
OBWG
96
Onyx Bridge Wealth Group
New York
$151K +$2.39K +236 +2%
HF
97
HRT Financial
New York
$149K -$51.8K -5,119 -25%
CAM
98
Cresset Asset Management
Illinois
$144K
GSIAS
99
Garden State Investment Advisory Services
New Jersey
$134K -$26.5K -2,619 -16%
WA
100
WealthTrust Axiom
Pennsylvania
$133K -$15.2K -1,500 -10%