We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

126 hedge funds and large institutions have $427M invested in Eaton Vance Limited Duration Income Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more funds holding

Funds holding: 125126 (+1)

0% more capital invested

Capital invested by funds: $425M → $427M (+$2.07M)

0.18% less ownership

Funds ownership: 26.29%26.11% (-0.18%)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
12
Increased
53
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
101
SeaBridge Investment Advisors
New Jersey
$49K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$45K
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$40K +$39.7K +2,907 New
TJHA
104
Thomas J. Herzfeld Advisors
Florida
$36K
FIB
105
First Interstate Bank
Montana
$33K
KF
106
Krilogy Financial
Missouri
$32K -$27.3K -2,000 -46%
ASN
107
Advisory Services Network
Georgia
$29K +$15K +1,097 +110%
WAM
108
Wealthspire Advisors (Maryland)
Maryland
$23K +$341 +25 +1%
PCM
109
Penserra Capital Management
California
$22K +$5.46K +400 +32%
MA
110
MUFG Americas
New York
$17K -$14.1K -1,031 -45%
AWM
111
Avior Wealth Management
Nebraska
$17K
TC
112
Trust Company
Kansas
$15K -$4.1K -300 -21%
WIC
113
Woodmont Investment Counsel
Tennessee
$15K +$14.7K +1,074 New
BAM
114
Bruderman Asset Management
New York
$14K
WA
115
WFG Advisors
Texas
$14K
CPIG
116
Chicago Partners Investment Group
Illinois
$13K -$9.19K -673 -41%
CFA
117
Carroll Financial Associates
North Carolina
$13K
PCA
118
Peddock Capital Advisors
Massachusetts
$10K +$9.56K +700 New
GWM
119
Geneos Wealth Management
Colorado
$8K
CFS
120
Commonwealth Financial Services
West Virginia
$7K
IWMPD
121
Integrated Wealth Management (Palm Desert)
California
$7K
NFG
122
Next Financial Group
Texas
$5K -$3.69K -270 -43%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$5K
FWM
124
Focused Wealth Management
New York
$2K
CHP
125
Cable Hill Partners
Oregon
$2K +$1.98K +145 New