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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $493M invested in Eaton Vance Limited Duration Income Fund in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

22% more funds holding

Funds holding: 123150 (+27)

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

1.79% more ownership

Funds ownership: 28.95%30.74% (+1.8%)

3% more capital invested

Capital invested by funds: $478M → $493M (+$15.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
150
Holders Change
+27
Holders Change %
+21.95%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
36
Increased
47
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Edge Wealth Management
New York
$230K +$220 +16 +0.1%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$229K -$615K -44,773 -73%
BMO
103
Beck Mack & Oliver
New York
$229K
SWM
104
SeaCrest Wealth Management
New York
$224K +$226K +16,418 New
DWM
105
Dynasty Wealth Management
Florida
$220K +$221K +16,100 New
CAN
106
Cetera Advisor Networks
California
$210K +$53.4K +3,883 +34%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$209K +$211K +15,319 New
BHBT
108
Burke & Herbert Bank & Trust
Virginia
$198K
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$198K +$200K +14,540 New
N
110
Nuveen
North Carolina
$193K +$21.5K +1,563 +12%
AGA
111
Accuvest Global Advisors
Utah
$191K
SFWA
112
Summit Financial Wealth Advisors
Louisiana
$174K -$20.1K -1,466 -10%
SS
113
Simplicity Solutions
Minnesota
$170K +$171K +12,435 New
IWM
114
IHT Wealth Management
Illinois
$167K +$17.3K +1,262 +11%
GW
115
GW & Wade
Massachusetts
$150K
HCA
116
Harbour Capital Advisors
Virginia
$141K
MOS
117
MGO One Seven
Ohio
$126K +$127K +9,238 New
FFG
118
Ford Financial Group
California
$118K +$120K +8,700 New
SWP
119
Stratos Wealth Partners
Ohio
$90K -$1.38M -100,290 -94%
WWMSC
120
Wagner Wealth Management (South Carolina)
South Carolina
$80K +$81.7K +5,945 New
BCM
121
Blume Capital Management
California
$57K
IA
122
IFP Advisors
Florida
$54K -$44.8K -3,257 -45%
AIM
123
Advantage Investment Management
Iowa
$53K
FCMT
124
Founders Capital Management (Texas)
Texas
$53K
MFW
125
Mosaic Family Wealth
Missouri
$51K +$797 +58 +2%