EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

140 hedge funds and large institutions have $517M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.

Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.09%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
22
Increased
43
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.5M
2
OHA
2
Oak Hill Advisors
New York
$5.28M
3
PPA
3
Parametric Portfolio Associates
Washington
$22.3M
4
GC
4
Guggenheim Capital
Illinois
$6M
5
MF
5
Manchester Financial
California
$2.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
RCM
2
Rivernorth Capital Management
Florida
$39.4M
3
SIA
3
Sit Investment Associates
Minnesota
$59.7M
4
SCM
4
Saba Capital Management
New York
$66.3M
5
1CP
5
1607 Capital Partners
Virginia
$24.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FFG
101
Ford Financial Group
California
$132K 12,573 +163 +1%
MOS
102
MGO One Seven
Ohio
$121K 11,483 +66 +0.6%
GW
103
GW & Wade
Massachusetts
$116K 10,994 – –
M&T Bank
104
M&T Bank
New York
$109K 10,298 +10,298 New
SPIA
105
Steward Partners Investment Advisory
New York
$92K 8,737 – –
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$80K 7,525 +1,564 +26%
EWM
107
Edge Wealth Management
New York
$55K 5,175 – –
OIA
108
Optimum Investment Advisors
Illinois
$48K 4,500 – –
WEC
109
Winslow Evans & Crocker
Massachusetts
$44K 4,110 – –
AIC
110
Ameritas Investment Company
Nebraska
$43K 4,090 – –
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$31K 2,939 +632 +27%
AF
112
Allworth Financial
California
$24K 2,250 +2,250 New
SIS
113
Sound Income Strategies
Florida
$24K 2,260 +2,260 New
APA
114
American Portfolios Advisors
New York
$21.4K 2,021 – –
BAM
115
Barrett Asset Management
New York
$21K 2,000 – –
First Manhattan
116
First Manhattan
New York
$21K 2,000 – –
PAM
117
Panagora Asset Management
Massachusetts
$18K 1,666 +401 +32%
WT
118
Whittier Trust
California
$17K 1,597 – –
BWL
119
Bogart Wealth LLC
Virginia
$17K 1,582 – –
BFEC
120
Benjamin F. Edwards & Company
Missouri
$16K 1,543 – –
NFG
121
Next Financial Group
Texas
$16K 1,458 +335 +30%
GWM
122
Geneos Wealth Management
Colorado
$15K 1,575 – –
AWM
123
Avior Wealth Management
Nebraska
$13K 1,250 – –
CAN
124
Claraphi Advisory Network
United States
$13K 1,200 +1,200 New
TPWA
125
TRUE Private Wealth Advisors
Oregon
$10K 1,000 – –
3 4
5
6 7