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Eaton Vance Limited Duration Income Fund

139 hedge funds and large institutions have $405M invested in Eaton Vance Limited Duration Income Fund in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

11% more funds holding

Funds holding: 125139 (+14)

9% more capital invested

Capital invested by funds: $371M → $405M (+$34.2M)

2% more ownership

Funds ownership: 24.29%26.3% (+2%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
26
Increased
41
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
101
MSI Financial Services
Massachusetts
$161K +$97.7K +7,618 +153%
CAN
102
Cetera Advisor Networks
California
$159K +$8.35K +651 +6%
AIM
103
Allen Investment Management
New York
$148K -$203K -15,847 -58%
IA
104
IFP Advisors
Florida
$147K +$148K +11,525 New
DADC
105
D.A. Davidson & Co
Montana
$144K -$41K -3,199 -22%
HCA
106
Harbour Capital Advisors
Virginia
$144K -$10.3K -800 -7%
TFA
107
Transamerica Financial Advisors
Florida
$141K
GW
108
GW & Wade
Massachusetts
$140K
WEC
109
Winslow Evans & Crocker
Massachusetts
$85.1K
JP Morgan Chase
110
JP Morgan Chase
New York
$56K +$56.4K +4,400 New
KF
111
Krilogy Financial
Missouri
$55K
WT
112
Whittier Trust
California
$44K
MFW
113
Mosaic Family Wealth
Missouri
$43K +$44K +3,429 New
AIM
114
Advantage Investment Management
Iowa
$41K
TJHA
115
Thomas J. Herzfeld Advisors
Florida
$40K -$23.6K -1,840 -37%
EWM
116
Evercore Wealth Management
New York
$38K
SIA
117
SeaBridge Investment Advisors
New Jersey
$36K -$12.8K -1,000 -26%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$36K +$35.9K +2,800 New
IWMPD
119
Integrated Wealth Management (Palm Desert)
California
$33K
FIB
120
First Interstate Bank
Montana
$31K
CCS
121
Crosspoint Capital Strategies
California
$31K +$28.5K +2,220 New
AIA
122
Allegis Investment Advisors
Idaho
$31K +$31.1K +2,426 New
MA
123
MUFG Americas
New York
$29K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$22K
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$21K +$20.7K +1,614 New