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EVV

Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $518M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

1% less funds holding

Funds holding: 143141 (-2)

1.57% less ownership

Funds ownership: 44.5%42.94% (-1.6%)

24% less capital invested

Capital invested by funds: $684M → $518M (-$166M)

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
43
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$137K +$6.27K +506 +4%
FFG
102
Ford Financial Group
California
$132K +$2.02K +163 +1%
MOS
103
MGO One Seven
Ohio
$121K +$817 +66 +0.6%
GW
104
GW & Wade
Massachusetts
$116K
M&T Bank
105
M&T Bank
New York
$109K +$128K +10,298 New
SPIA
106
Steward Partners Investment Advisory
New York
$92K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$80K +$19.4K +1,564 +26%
EWM
108
Edge Wealth Management
New York
$55K
OIA
109
Optimum Investment Advisors
Illinois
$48K
WEC
110
Winslow Evans & Crocker
Massachusetts
$44K
AIC
111
Ameritas Investment Company
Nebraska
$43K
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$31K +$7.83K +632 +27%
AF
113
Allworth Financial
California
$24K +$27.9K +2,250 New
SIS
114
Sound Income Strategies
Florida
$24K +$28K +2,260 New
APA
115
American Portfolios Advisors
New York
$21.4K
BAM
116
Barrett Asset Management
New York
$21K
First Manhattan
117
First Manhattan
New York
$21K
PAM
118
Panagora Asset Management
Massachusetts
$18K +$4.97K +401 +32%
BWL
119
Bogart Wealth LLC
Virginia
$17K
WT
120
Whittier Trust
California
$17K
BFEC
121
Benjamin F. Edwards & Company
Missouri
$16K
NFG
122
Next Financial Group
Texas
$16K +$4.15K +335 +30%
GWM
123
Geneos Wealth Management
Colorado
$15K
AWM
124
Avior Wealth Management
Nebraska
$13K
CAN
125
Claraphi Advisory Network
United States
$13K +$14.9K +1,200 New