EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

128 hedge funds and large institutions have $451M invested in Eaton Vance Limited Duration Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
41
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$46.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.8M
3
LCM
3
Laurion Capital Management
New York
$3.05M
4
1CP
4
1607 Capital Partners
Virginia
$13.8M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$2.37M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$57.8M
2
WIA
2
Westbourne Investment Advisors
Maryland
$0
3
HK
3
Horizon Kinetics
New York
$2.05M
4
NMC
4
Nine Masts Capital
Hong Kong
$0
5
AAM
5
Advisors Asset Management
Colorado
$8.66M
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
101
Chicago Partners Investment Group
Illinois
$91K 6,657 +5,703 +598%
WEC
102
Winslow Evans & Crocker
Massachusetts
$65.4K 4,770 – –
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$60K 4,400 – –
AIM
104
Advantage Investment Management
Iowa
$56K 4,075 – –
GWS
105
Glassman Wealth Services
Virginia
$55K 4,000 – –
MFW
106
Mosaic Family Wealth
Missouri
$51K 3,710 +63 +2%
SIA
107
SeaBridge Investment Advisors
New Jersey
$49K 3,575 – –
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$45K 3,288 – –
TJHA
109
Thomas J. Herzfeld Advisors
Florida
$36K 2,600 – –
IP
110
Intellectus Partners
California
$29K 2,132 +2,132 New
AWM
111
Avior Wealth Management
Nebraska
$26K 1,900 +650 +52%
PCM
112
Penserra Capital Management
California
$25K 1,867 +207 +12%
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$24K 1,716 +23 +1%
WA
114
WFG Advisors
Texas
$14K 1,000 – –
BAM
115
Bruderman Asset Management
New York
$14K 1,000 – –
CFA
116
Carroll Financial Associates
North Carolina
$13K 1,016 – –
PCA
117
Peddock Capital Advisors
Massachusetts
$10K 700 – –
LWCFA
118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K 666 +666 New
SPIA
119
Steward Partners Investment Advisory
New York
$9K 675 +675 New
GWM
120
Geneos Wealth Management
Colorado
$8K 645 – –
CFS
121
Commonwealth Financial Services
West Virginia
$7K 500 – –
BFEC
122
Benjamin F. Edwards & Company
Missouri
$5K 350 – –
NFG
123
Next Financial Group
Texas
$5K 351 – –
IWM
124
IHT Wealth Management
Illinois
$5K 396 +396 New
PA
125
Parallel Advisors
California
$3K 223 +223 New
2 3 4
5
6