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EVV

Eaton Vance Limited Duration Income Fund

122 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $339M → $371M (+$31.4M)

9% more funds holding

Funds holding: 112122 (+10)

2.54% more ownership

Funds ownership: 19.8%22.34% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
24
Increased
36
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MUFG Americas
New York
$40K
AIM
102
Advantage Investment Management
Iowa
$39K +$39.3K +2,750 New
RIA
103
Regal Investment Advisors
Michigan
$31K
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$27K
MFS
105
MSI Financial Services
Massachusetts
$23K -$23K -1,609 -50%
NES
106
New England Securities
New York
$22K
AWM
107
Avior Wealth Management
Nebraska
$18K -$7.15K -500 -29%
GGPS
108
Gary Goldberg Planning Services
New York
$14K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$13K +$13.5K +944 New
CHC
110
City Holding Co
West Virginia
$10K
EMA
111
Efficient Market Advisors
California
$9K
PMFA
112
Plante Moran Financial Advisors
Michigan
$7K +$6.61K +462 New
CFS
113
Commonwealth Financial Services
West Virginia
$7K +$7.15K +500 New
RMAM
114
Raab & Moskowitz Asset Management
New Jersey
$7K +$7.15K +500 New
NFG
115
Next Financial Group
Texas
$5K -$8.94K -625 -65%
CFA
116
Carroll Financial Associates
North Carolina
$3K
WA
117
WFG Advisors
Texas
$3K
BRWM
118
B. Riley Wealth Management
Tennessee
$2K -$7.51K -525 -75%
FWM
119
Focused Wealth Management
New York
$2K
KCM
120
Karp Capital Management
California
$1K +$1.43K +100 New
IAS
121
IMA Advisory Services
Colorado
-$1.7M -116,265 Closed
Goldman Sachs
122
Goldman Sachs
New York
-$285K -19,532 Closed
GLA
123
Great Lakes Advisors
Illinois
-$221K -15,180 Closed
Barclays
124
Barclays
United Kingdom
-$130K -9,292 Closed
LIA
125
LS Investment Advisors
Michigan
-$77K -5,270 Closed