EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

130 hedge funds and large institutions have $452M invested in Eaton Vance Limited Duration Income Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
20
Increased
42
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.8M
2
CPIG
2
Chicago Partners Investment Group
Illinois
$3.26M
3
UBS Group
3
UBS Group
Switzerland
$61.4M
4
WIA
4
Westbourne Investment Advisors
Maryland
$2.68M
5
Cohen & Steers
5
Cohen & Steers
New York
$7.31M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
AAM
2
Advisors Asset Management
Colorado
$5.53M
3
RCM
3
Rivernorth Capital Management
Florida
$44.2M
4
LCM
4
Laurion Capital Management
New York
$845K
5
HK
5
Horizon Kinetics
New York
$647K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$107K 7,665 -5,074 -40%
PFO
102
Pathstone Family Office
New Jersey
$73K 5,272 +5,272 New
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$61K 4,400 – –
AIM
104
Advantage Investment Management
Iowa
$58K 4,175 +100 +2%
IWM
105
IHT Wealth Management
Illinois
$56K 5,115 +4,719 +1,192%
FCMT
106
Founders Capital Management (Texas)
Texas
$53K 3,850 +3,850 New
WEC
107
Winslow Evans & Crocker
Massachusetts
$52.1K 3,770 -1,000 -21%
MFW
108
Mosaic Family Wealth
Missouri
$49K 3,534 -176 -5%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$45K 3,288 – –
IP
110
Intellectus Partners
California
$30K 2,172 +40 +2%
ASN
111
Advisory Services Network
Georgia
$29K 2,106 +2,106 New
AWM
112
Avior Wealth Management
Nebraska
$26K 1,900 – –
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$24K 1,739 +23 +1%
PCM
114
Penserra Capital Management
California
$22K 1,646 -221 -12%
WAM
115
Watermark Asset Management
California
$17K 1,210 +1,210 New
CFA
116
Carroll Financial Associates
North Carolina
$14K 1,016 – –
BFEC
117
Benjamin F. Edwards & Company
Missouri
$12K 850 +500 +143%
FANJ
118
Financial Architects (New Jersey)
New Jersey
$11K 815 +815 New
PCA
119
Peddock Capital Advisors
Massachusetts
$10K 700 – –
LWCFA
120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K 666 – –
SPIA
121
Steward Partners Investment Advisory
New York
$9K 675 – –
GWM
122
Geneos Wealth Management
Colorado
$8K 645 – –
CFS
123
Commonwealth Financial Services
West Virginia
$7K 500 – –
AF
124
Allworth Financial
California
$4K 258 +258 New
NFG
125
Next Financial Group
Texas
$2K 151 -200 -57%
2 3 4
5
6