We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

159 hedge funds and large institutions have $523M invested in Eaton Vance Limited Duration Income Fund in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 148159 (+11)

2.64% more ownership

Funds ownership: 32.58%35.21% (+2.6%)

4% more capital invested

Capital invested by funds: $501M → $523M (+$22.3M)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
28
Increased
45
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPA
101
Rock Point Advisors
Vermont
$224K +$35.3K +2,750 +18%
SPC
102
Sigma Planning Corp
Michigan
$220K -$18.7K -1,457 -8%
ACM
103
Avalon Capital Management
California
$219K
BMO
104
Beck Mack & Oliver
New York
$211K
PAS
105
Park Avenue Securities
New York
$198K +$45.8K +3,568 +29%
MIG
106
Mariner Investment Group
New York
$197K -$301K -23,471 -60%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$196K -$50.6K -3,946 -20%
DWM
108
Dynasty Wealth Management
Florida
$194K
Citadel Advisors
109
Citadel Advisors
Florida
$194K +$198K +15,438 New
BHBT
110
Burke & Herbert Bank & Trust
Virginia
$182K
PAG
111
Private Advisor Group
New Jersey
$181K +$185K +14,400 New
SWM
112
SeaCrest Wealth Management
New York
$180K -$5.12K -399 -3%
CAN
113
Cetera Advisor Networks
California
$179K +$181K +14,137 New
AWM
114
AE Wealth Management
Kansas
$167K -$10.8K -840 -6%
GLA
115
Good Life Advisors
Pennsylvania
$167K +$170K +13,270 New
SFWA
116
Summit Financial Wealth Advisors
Louisiana
$166K
BTS
117
BB&T Securities
Virginia
$157K +$160K +12,486 New
IWM
118
IHT Wealth Management
Illinois
$155K +$269 +21 +0.2%
AGA
119
Accuvest Global Advisors
Utah
$147K
TSS
120
Two Sigma Securities
New York
$147K +$12.3K +959 +9%
EWM
121
Edge Wealth Management
New York
$141K -$24.7K -1,922 -15%
GW
122
GW & Wade
Massachusetts
$138K
JIP
123
Jaffetilchin Investment Partners
Florida
$137K -$77.8K -6,060 -36%
HCA
124
Harbour Capital Advisors
Virginia
$130K
SS
125
Simplicity Solutions
Minnesota
$126K -$23.9K -1,865 -16%