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EVV

Eaton Vance Limited Duration Income Fund

155 hedge funds and large institutions have $577M invested in Eaton Vance Limited Duration Income Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 45

10% more capital invested

Capital invested by funds: $523M → $577M (+$54.1M)

2.71% more ownership

Funds ownership: 35.21%37.92% (+2.7%)

3% less funds holding

Funds holding: 159155 (-4)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
12
Increased
67
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPA
101
Rock Point Advisors
Vermont
$226K
TSS
102
Two Sigma Securities
New York
$226K +$78.2K +6,169 +53%
ACM
103
Avalon Capital Management
California
$221K
GLA
104
Good Life Advisors
Pennsylvania
$218K +$49.9K +3,939 +30%
BMO
105
Beck Mack & Oliver
New York
$213K
AFP
106
Ausdal Financial Partners
Iowa
$203K -$24.4K -1,924 -11%
NGA
107
Naples Global Advisors
Florida
$200K +$200K +15,785 New
DWM
108
Dynasty Wealth Management
Florida
$195K
BHBT
109
Burke & Herbert Bank & Trust
Virginia
$184K
SFWA
110
Summit Financial Wealth Advisors
Louisiana
$184K +$28.5K +2,250 +18%
SWM
111
SeaCrest Wealth Management
New York
$175K -$6.27K -495 -3%
EDRIA
112
Edmonds Duncan Registered Investment Advisors
Kansas
$169K +$78.9K +6,226 +8%
HCM
113
Hollencrest Capital Management
California
$167K -$107K -8,405 -39%
AWM
114
AE Wealth Management
Kansas
$160K -$7.62K -601 -5%
IWM
115
IHT Wealth Management
Illinois
$157K +$266 +21 +0.2%
AGA
116
Accuvest Global Advisors
Utah
$148K
EWM
117
Edge Wealth Management
New York
$142K +$190 +15 +0.1%
GW
118
GW & Wade
Massachusetts
$139K
FFG
119
Ford Financial Group
California
$136K +$136K +10,729 New
HCA
120
Harbour Capital Advisors
Virginia
$131K
FIM
121
Freedom Investment Management
Connecticut
$128K +$127K +10,031 New
CFGS
122
Concourse Financial Group Securities
Alabama
$106K +$106K +8,333 New
AWMS
123
Advocacy Wealth Management Services
Georgia
$93K
SWP
124
Stratos Wealth Partners
Ohio
$76K +$75.9K +5,986 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$56K -$141K -11,160 -72%