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EVV

Eaton Vance Limited Duration Income Fund

127 hedge funds and large institutions have $384M invested in Eaton Vance Limited Duration Income Fund in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

1.12% more ownership

Funds ownership: 23.17%24.29% (+1.1%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 127127 (0)

2% less capital invested

Capital invested by funds: $392M → $384M (-$7.39M)

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
47
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
101
MSI Financial Services
Massachusetts
$76K +$35K +2,457 +78%
TJHA
102
Thomas J. Herzfeld Advisors
Florida
$66K
SIA
103
SeaBridge Investment Advisors
New Jersey
$51K
RIA
104
Regal Investment Advisors
Michigan
$46K
EWM
105
Evercore Wealth Management
New York
$40K
AIM
106
Advantage Investment Management
Iowa
$40K +$3.56K +250 +9%
IWMPD
107
Integrated Wealth Management (Palm Desert)
California
$35K
MA
108
MUFG Americas
New York
$31K -$8.71K -612 -21%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$23K -$158K -11,134 -86%
TRCT
110
Tower Research Capital (TRC)
New York
$23K +$24.2K +1,700 New
WA
111
WFG Advisors
Texas
$19K
AWM
112
Avior Wealth Management
Nebraska
$17K
BCM
113
Brookstone Capital Management
Illinois
$17K +$18K +1,262 New
WIC
114
Woodmont Investment Counsel
Tennessee
$14K +$15.3K +1,074 New
BAM
115
Bruderman Asset Management
New York
$13K
CFA
116
Carroll Financial Associates
North Carolina
$9K +$6.4K +450 +207%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$7K -$10.4K -730 -59%
CFS
118
Commonwealth Financial Services
West Virginia
$7K
NFG
119
Next Financial Group
Texas
$4K
BRWM
120
B. Riley Wealth Management
Tennessee
$2K
FWM
121
Focused Wealth Management
New York
$2K
Northern Trust
122
Northern Trust
Illinois
$2K +$195K +13,701 New
KCM
123
Karp Capital Management
California
$1K
WFG
124
Wills Financial Group
Virginia
-$429K -29,849 Closed
LCM
125
Laurion Capital Management
New York
-$335K -23,250 Closed