We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

123 hedge funds and large institutions have $478M invested in Eaton Vance Limited Duration Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

2% more capital invested

Capital invested by funds: $468M → $478M (+$9.19M)

0.34% more ownership

Funds ownership: 28.61%28.95% (+0.34%)

6% less funds holding

Funds holding: 131123 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
9
Increased
52
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Advantage Investment Management
Iowa
$54K -$4.55K -325 -8%
FCMT
102
Founders Capital Management (Texas)
Texas
$54K
FANJ
103
Financial Architects (New Jersey)
New Jersey
$54K +$42K +3,000 +368%
MFW
104
Mosaic Family Wealth
Missouri
$51K +$770 +55 +2%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$44K +$43.7K +3,119 New
SPIA
106
Steward Partners Investment Advisory
New York
$43K +$34.4K +2,460 +364%
IP
107
Intellectus Partners
California
$32K +$532 +38 +2%
ASN
108
Advisory Services Network
Georgia
$30K +$84 +6 +0.3%
BAM
109
Barrett Asset Management
New York
$28K +$28K +2,000 New
AWM
110
Avior Wealth Management
Nebraska
$27K
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$23K -$2.07K -148 -8%
WEC
112
Winslow Evans & Crocker
Massachusetts
$22.6K -$30.2K -2,159 -57%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$22K -$24.3K -1,739 -53%
BWL
114
Bogart Wealth LLC
Virginia
$22K +$22.1K +1,582 New
PCM
115
Penserra Capital Management
California
$21K -$3.84K -274 -15%
OIA
116
OneDigital Investment Advisors
Kansas
$19K
WAM
117
Watermark Asset Management
California
$17K
CFA
118
Carroll Financial Associates
North Carolina
$14K
BFEC
119
Benjamin F. Edwards & Company
Missouri
$11K
PCA
120
Peddock Capital Advisors
Massachusetts
$10K
GWM
121
Geneos Wealth Management
Colorado
$9K
CCM
122
Covington Capital Management
California
$7K +$7K +500 New
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.5K +250 New
SEI Investments
124
SEI Investments
Pennsylvania
$4K +$3.56K +254 +4,233%
NFG
125
Next Financial Group
Texas
$2K