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EVV

Eaton Vance Limited Duration Income Fund

140 hedge funds and large institutions have $554M invested in Eaton Vance Limited Duration Income Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 138140 (+2)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

3% less capital invested

Capital invested by funds: $571M → $554M (-$17.6M)

1.52% less ownership

Funds ownership: 43.52%42% (-1.5%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
16
Increased
46
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
101
Good Life Advisors
Pennsylvania
$146K +$393 +34 +0.3%
FFG
102
Ford Financial Group
California
$144K +$1.31K +113 +0.9%
MOS
103
MGO One Seven
Ohio
$143K -$4.18K -362 -3%
WA
104
WealthTrust Axiom
Pennsylvania
$140K
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$137K +$141K +12,154 New
M&T Bank
106
M&T Bank
New York
$130K +$4.42K +382 +3%
CFGS
107
Concourse Financial Group Securities
Alabama
$124K -$9.62K -832 -7%
GW
108
GW & Wade
Massachusetts
$124K
WAM
109
Wolverine Asset Management
Illinois
$120K +$55.5K +4,804 +82%
RCM
110
Robinson Capital Management
Michigan
$105K +$108K +9,300 New
CHAM
111
Clear Harbor Asset Management
Connecticut
$77.5K +$79.2K +6,850 New
OIA
112
Optimum Investment Advisors
Illinois
$51K
WEC
113
Winslow Evans & Crocker
Massachusetts
$46K
Barclays
114
Barclays
United Kingdom
$28K +$24.1K +2,088 New
SIS
115
Sound Income Strategies
Florida
$26K
TH
116
TCTC Holdings
Texas
$23K
WT
117
Washington Trust
Rhode Island
$23K +$23.1K +2,000 New
APA
118
American Portfolios Advisors
New York
$22.9K
First Manhattan
119
First Manhattan
New York
$22K
BAM
120
Barrett Asset Management
New York
$20K
PAM
121
Panagora Asset Management
Massachusetts
$19K
BWL
122
Bogart Wealth LLC
Virginia
$17K
GWM
123
Geneos Wealth Management
Colorado
$17K
BFEC
124
Benjamin F. Edwards & Company
Missouri
$14K -$3.1K -268 -17%
AWM
125
Avior Wealth Management
Nebraska
$14K