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EVV

Eaton Vance Limited Duration Income Fund

127 hedge funds and large institutions have $392M invested in Eaton Vance Limited Duration Income Fund in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $371M → $392M (+$21M)

4% more funds holding

Funds holding: 122127 (+5)

0.83% more ownership

Funds ownership: 22.34%23.17% (+0.83%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
22
Increased
40
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
101
Westport Resources Management
Connecticut
$99K +$98K +6,900 New
WAM
102
Wolverine Asset Management
Illinois
$78K +$77.5K +5,461 New
TJHA
103
Thomas J. Herzfeld Advisors
Florida
$71K -$7.1K -500 -9%
SIA
104
SeaBridge Investment Advisors
New Jersey
$55K
RIA
105
Regal Investment Advisors
Michigan
$50K +$17.5K +1,230 +55%
MFS
106
MSI Financial Services
Massachusetts
$45K +$21.9K +1,545 +96%
EWM
107
Evercore Wealth Management
New York
$43K +$42.6K +3,000 New
MA
108
MUFG Americas
New York
$42K +$1.26K +89 +3%
AIM
109
Advantage Investment Management
Iowa
$40K
IWMPD
110
Integrated Wealth Management (Palm Desert)
California
$37K +$36.9K +2,596 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$27K
WA
112
WFG Advisors
Texas
$20K +$16.9K +1,192 +562%
AWM
113
Avior Wealth Management
Nebraska
$18K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$18K +$17.5K +1,230 New
NMIS
115
Northwestern Mutual Investment Services
Wisconsin
$15K +$14.4K +1,016 New
BAM
116
Bruderman Asset Management
New York
$14K +$14.2K +1,000 New
CHC
117
City Holding Co
West Virginia
$10K
EMA
118
Efficient Market Advisors
California
$9K
CFS
119
Commonwealth Financial Services
West Virginia
$7K
NFG
120
Next Financial Group
Texas
$4K
CFA
121
Carroll Financial Associates
North Carolina
$3K
BRWM
122
B. Riley Wealth Management
Tennessee
$2K
FWM
123
Focused Wealth Management
New York
$2K
KCM
124
Karp Capital Management
California
$1K
SG Americas Securities
125
SG Americas Securities
New York
-$4.68M -331,784 Closed