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Eaton Vance Limited Duration Income Fund

125 hedge funds and large institutions have $420M invested in Eaton Vance Limited Duration Income Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

4% more capital invested

Capital invested by funds: $405M → $420M (+$14.8M)

0.62% more ownership

Funds ownership: 26.3%26.91% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 139125 (-14)

61% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 23

Holders
125
Holders Change
-14
Holders Change %
-10.07%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
44
Reduced
38
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Whittier Trust
California
$45K -$25 -2 -0.1%
AIM
102
Advantage Investment Management
Iowa
$43K
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$43K +$19.3K +1,549 +89%
SIA
104
SeaBridge Investment Advisors
New Jersey
$37K
TJHA
105
Thomas J. Herzfeld Advisors
Florida
$34K -$6.23K -500 -16%
FIB
106
First Interstate Bank
Montana
$32K
MA
107
MUFG Americas
New York
$30K
IA
108
IFP Advisors
Florida
$26K -$119K -9,523 -83%
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$22K +$336 +27 +2%
CPIG
110
Chicago Partners Investment Group
Illinois
$21K
AWM
111
Avior Wealth Management
Nebraska
$16K
UFA
112
US Financial Advisors
Massachusetts
$15K
Deutsche Bank
113
Deutsche Bank
Germany
$14K
WIC
114
Woodmont Investment Counsel
Tennessee
$14K
BAM
115
Bruderman Asset Management
New York
$13K
CFA
116
Carroll Financial Associates
North Carolina
$13K +$4.35K +349 +52%
TF
117
Tompkins Financial
New York
$10K +$9.35K +750 New
NFG
118
Next Financial Group
Texas
$8K +$5.86K +470 +311%
GWM
119
Geneos Wealth Management
Colorado
$8K +$8.04K +645 New
IWMPD
120
Integrated Wealth Management (Palm Desert)
California
$7K -$26.1K -2,096 -81%
CFS
121
Commonwealth Financial Services
West Virginia
$7K
CA
122
CapWealth Advisors
Tennessee
$7K +$6.23K +500 New
VIA
123
Vident Investment Advisory
Georgia
$6.88K +$3.33M +266,926 +105%
FWM
124
Focused Wealth Management
New York
$1K
PCM
125
Penserra Capital Management
California
$16 -$1.32K -106 -8%