We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $612M invested in Eaton Vance Limited Duration Income Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $554M → $612M (+$58M)

10% more funds holding

Funds holding: 140154 (+14)

0.03% more ownership

Funds ownership: 42%42.03% (+0.03%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
55
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
101
Horizon Kinetics Asset Management
New York
$176K +$96 +8 +0.1%
BRWM
102
B. Riley Wealth Management
Tennessee
$175K +$168K +13,954 New
HCM
103
Hollencrest Capital Management
California
$165K
GLA
104
Good Life Advisors
Pennsylvania
$165K +$783 +65 +0.5%
FFG
105
Ford Financial Group
California
$161K +$1.32K +110 +0.9%
WA
106
WealthTrust Axiom
Pennsylvania
$150K -$5.42K -450 -4%
WGA
107
Weather Gauge Advisory
Virginia
$146K -$23.8K -1,973 -15%
MOS
108
MGO One Seven
Ohio
$145K -$12.1K -1,004 -8%
SW
109
SVB Wealth
Massachusetts
$144K -$68.6K -5,700 -33%
BFG
110
Berger Financial Group
Minnesota
$143K +$137K +11,375 New
CFGS
111
Concourse Financial Group Securities
Alabama
$137K -$385 -32 -0.3%
WIA
112
Westbourne Investment Advisors
Maryland
$136K +$131K +10,875 New
FFWM
113
Future Financial Wealth Management
Ohio
$130K +$125K +10,410 New
Lazard Asset Management
114
Lazard Asset Management
New York
$125K
RCM
115
Robinson Capital Management
Michigan
$115K
AWG
116
Altus Wealth Group
Colorado
$103K +$98.5K +8,183 New
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$63K +$60.8K +5,047 New
OIA
118
Optimum Investment Advisors
Illinois
$56K
FIA
119
FNY Investment Advisers
New York
$56K +$54.5K +4,525 New
OIM
120
Oder Investment Management
California
$35K +$33.3K +2,762 New
SIS
121
Sound Income Strategies
Florida
$28K
APA
122
American Portfolios Advisors
New York
$27.2K +$1.81K +150 +7%
GRP
123
Global Retirement Partners
California
$27K +$26K +2,156 New
First Manhattan
124
First Manhattan
New York
$25K
TH
125
TCTC Holdings
Texas
$25K