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EVV

Eaton Vance Limited Duration Income Fund

131 hedge funds and large institutions have $468M invested in Eaton Vance Limited Duration Income Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $452M → $468M (+$16.2M)

1% more funds holding

Funds holding: 130131 (+1)

0.46% more ownership

Funds ownership: 28.15%28.61% (+0.46%)

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
51
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$130K -$13.5K -967 -9%
DADC
102
D.A. Davidson & Co
Montana
$73K -$210K -15,021 -74%
AIM
103
Advantage Investment Management
Iowa
$59K
FCMT
104
Founders Capital Management (Texas)
Texas
$54K
WEC
105
Winslow Evans & Crocker
Massachusetts
$53.1K -$14 -1 -0%
BBHC
106
Brown Brothers Harriman & Co
New York
$53K +$52.3K +3,750 New
MFW
107
Mosaic Family Wealth
Missouri
$51K +$767 +55 +2%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$46K
IP
109
Intellectus Partners
California
$31K +$530 +38 +2%
ASN
110
Advisory Services Network
Georgia
$30K +$98 +7 +0.3%
AWM
111
Avior Wealth Management
Nebraska
$27K
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$25K +$293 +21 +1%
PCM
113
Penserra Capital Management
California
$25K +$2.29K +164 +10%
OIA
114
OneDigital Investment Advisors
Kansas
$19K +$18.8K +1,350 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$18K +$18K +1,293 New
WAM
116
Watermark Asset Management
California
$17K
CFA
117
Carroll Financial Associates
North Carolina
$14K
BAM
118
Bruderman Asset Management
New York
$14K +$14K +1,000 New
JP Morgan Chase
119
JP Morgan Chase
New York
$13K -$48.6K -3,485 -79%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$11K -$698 -50 -6%
FANJ
121
Financial Architects (New Jersey)
New Jersey
$11K
PCA
122
Peddock Capital Advisors
Massachusetts
$10K
GWM
123
Geneos Wealth Management
Colorado
$9K
SPIA
124
Steward Partners Investment Advisory
New York
$9K
FWM
125
Focused Wealth Management
New York
$2K