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EVV

Eaton Vance Limited Duration Income Fund

125 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 24.29%24.29% (+0%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

4% less capital invested

Capital invested by funds: $384M → $371M (-$13.6M)

2% less funds holding

Funds holding: 127125 (-2)

25% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 44

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
33
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
101
Thomas J. Herzfeld Advisors
Florida
$63K
WCM
102
Windsor Capital Management
Arizona
$60K +$63.4K +4,765 New
KF
103
Krilogy Financial
Missouri
$55K +$57.6K +4,325 New
SIA
104
SeaBridge Investment Advisors
New Jersey
$48K
WT
105
Whittier Trust
California
$43K +$45.4K +3,410 New
AIM
106
Advantage Investment Management
Iowa
$41K +$3.33K +250 +8%
EWM
107
Evercore Wealth Management
New York
$38K
IWMPD
108
Integrated Wealth Management (Palm Desert)
California
$33K
FIB
109
First Interstate Bank
Montana
$31K +$32.2K +2,420 New
RIA
110
Regal Investment Advisors
Michigan
$29K -$14.9K -1,120 -32%
MA
111
MUFG Americas
New York
$29K
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$22K
WA
113
WFG Advisors
Texas
$18K
BCM
114
Brookstone Capital Management
Illinois
$16K -$160 -12 -1%
AWM
115
Avior Wealth Management
Nebraska
$16K
WIC
116
Woodmont Investment Counsel
Tennessee
$14K
Deutsche Bank
117
Deutsche Bank
Germany
$13K -$1.32M -99,300 -99%
BAM
118
Bruderman Asset Management
New York
$13K
CFA
119
Carroll Financial Associates
North Carolina
$8K
CFS
120
Commonwealth Financial Services
West Virginia
$6K
NFG
121
Next Financial Group
Texas
$4K
TC
122
Trust Company
Kansas
$2K +$2K +150 New
FWM
123
Focused Wealth Management
New York
$1K
KCM
124
Karp Capital Management
California
$1K
CCP
125
Clough Capital Partners
Massachusetts
-$1.17M -86,600 Closed