We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

148 hedge funds and large institutions have $501M invested in Eaton Vance Limited Duration Income Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

1.83% more ownership

Funds ownership: 30.74%32.58% (+1.8%)

1% more capital invested

Capital invested by funds: $493M → $501M (+$7.36M)

1% less funds holding

Funds holding: 150148 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
18
Increased
52
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
101
Millennium Management
New York
$183K -$1.42M -107,110 -88%
EWM
102
Edge Wealth Management
New York
$171K -$51.4K -3,882 -23%
SFWA
103
Summit Financial Wealth Advisors
Louisiana
$166K
IWM
104
IHT Wealth Management
Illinois
$160K +$318 +24 +0.2%
PAS
105
Park Avenue Securities
New York
$158K +$161K +12,144 New
RG
106
Rikoon Group
New Mexico
$157K +$161K +12,132 New
SS
107
Simplicity Solutions
Minnesota
$155K -$7.02K -530 -4%
AGA
108
Accuvest Global Advisors
Utah
$152K -$30.5K -2,300 -16%
SG Americas Securities
109
SG Americas Securities
New York
$146K -$1.13M -85,550 -88%
GW
110
GW & Wade
Massachusetts
$143K
TSS
111
Two Sigma Securities
New York
$140K -$148K -11,192 -51%
HCA
112
Harbour Capital Advisors
Virginia
$134K
MOS
113
MGO One Seven
Ohio
$120K -$13 -1 -0%
AWMS
114
Advocacy Wealth Management Services
Georgia
$108K -$209K -15,747 -65%
SWP
115
Stratos Wealth Partners
Ohio
$81K -$5.3K -400 -6%
KCPG
116
Kavar Capital Partners Group
Kansas
$65K +$66.3K +5,000 New
BCM
117
Blume Capital Management
California
$54K
IA
118
IFP Advisors
Florida
$54K
AIM
119
Advantage Investment Management
Iowa
$50K
MFW
120
Mosaic Family Wealth
Missouri
$49K +$808 +61 +2%
SPIA
121
Steward Partners Investment Advisory
New York
$40K
ASN
122
Advisory Services Network
Georgia
$37K +$93 +7 +0.2%
FCMT
123
Founders Capital Management (Texas)
Texas
$36K -$13.9K -1,050 -27%
IP
124
Intellectus Partners
California
$30K +$557 +42 +2%
APA
125
American Portfolios Advisors
New York
$26.3K