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EVV

Eaton Vance Limited Duration Income Fund

125 hedge funds and large institutions have $425M invested in Eaton Vance Limited Duration Income Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $420M → $425M (+$4.85M)

0% more funds holding

Funds holding: 125125 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.62% less ownership

Funds ownership: 26.91%26.29% (-0.62%)

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
14
Increased
47
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
101
Mosaic Family Wealth
Missouri
$49K +$980 +74 +2%
SIA
102
SeaBridge Investment Advisors
New Jersey
$48K +$10.1K +760 +27%
AIM
103
Advantage Investment Management
Iowa
$44K
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$44K
TJHA
105
Thomas J. Herzfeld Advisors
Florida
$35K
FIB
106
First Interstate Bank
Montana
$33K
MA
107
MUFG Americas
New York
$31K
S
108
SignatureFD
Georgia
$26K +$25.3K +1,913 New
CPIG
109
Chicago Partners Investment Group
Illinois
$22K
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$22K +$357 +27 +2%
Deutsche Bank
111
Deutsche Bank
Germany
$22K +$8.37K +632 +59%
TC
112
Trust Company
Kansas
$19K +$18.5K +1,400 New
AWM
113
Avior Wealth Management
Nebraska
$17K
PCM
114
Penserra Capital Management
California
$17K
WT
115
Whittier Trust
California
$15K -$30.1K -2,272 -67%
BAM
116
Bruderman Asset Management
New York
$13K
CFA
117
Carroll Financial Associates
North Carolina
$13K
ASN
118
Advisory Services Network
Georgia
$13K +$13.2K +1,000 New
WA
119
WFG Advisors
Texas
$13K +$13.2K +1,000 New
GWM
120
Geneos Wealth Management
Colorado
$8K
NFG
121
Next Financial Group
Texas
$8K
CFS
122
Commonwealth Financial Services
West Virginia
$7K
IWMPD
123
Integrated Wealth Management (Palm Desert)
California
$7K
BFEC
124
Benjamin F. Edwards & Company
Missouri
$5K +$4.63K +350 New
FWM
125
Focused Wealth Management
New York
$2K