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EVV

Eaton Vance Limited Duration Income Fund

143 hedge funds and large institutions have $684M invested in Eaton Vance Limited Duration Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $577M → $684M (+$107M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.05% more ownership

Funds ownership: 43.45%44.5% (+1.1%)

1% less funds holding

Funds holding: 144143 (-1)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
20
Increased
51
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Sunbelt Securities
Texas
$178K
WWM
102
Western Wealth Management
Colorado
$178K
CCFM
103
Clear Creek Financial Management
Washington
$176K +$359 +28 +0.2%
HCM
104
Hollencrest Capital Management
California
$175K
CA
105
Claro Advisors
Massachusetts
$168K +$162K +12,672 New
CFGS
106
Concourse Financial Group Securities
Alabama
$165K +$116K +9,040 +265%
FFG
107
Ford Financial Group
California
$164K +$16.6K +1,292 +12%
DI
108
DFPG Investments
Utah
$161K -$5.52K -431 -3%
MOS
109
MGO One Seven
Ohio
$151K +$146K +11,417 New
GW
110
GW & Wade
Massachusetts
$146K
SCP
111
Seizert Capital Partners
Michigan
$133K
AAM
112
Advisors Asset Management
Colorado
$123K +$119K +9,253 New
SPIA
113
Steward Partners Investment Advisory
New York
$115K
CHAM
114
Clear Harbor Asset Management
Connecticut
$109K +$106K +8,250 New
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$79K +$14.7K +1,149 +24%
EWM
116
Edge Wealth Management
New York
$68K
OIA
117
Optimum Investment Advisors
Illinois
$60K
WEC
118
Winslow Evans & Crocker
Massachusetts
$56K +$44.9K +3,500 +574%
AIC
119
Ameritas Investment Company
Nebraska
$54K -$9.96K -777 -16%
HNB
120
Huntington National Bank
Ohio
$44K
ASN
121
Advisory Services Network
Georgia
$38K +$2.04K +159 +6%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$31K +$26 +2 +0.1%
BAM
123
Barrett Asset Management
New York
$27K
APA
124
American Portfolios Advisors
New York
$26.8K
First Manhattan
125
First Manhattan
New York
$26K