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EVV

Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $575M invested in Eaton Vance Limited Duration Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

2.85% less ownership

Funds ownership: 42.03%39.18% (-2.9%)

6% less funds holding

Funds holding: 154145 (-9)

6% less capital invested

Capital invested by funds: $612M → $575M (-$36.5M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
54
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
101
Ford Financial Group
California
$164K +$1.37K +109 +0.8%
WA
102
WealthTrust Axiom
Pennsylvania
$151K
GLA
103
Good Life Advisors
Pennsylvania
$142K -$23.9K -1,904 -15%
CFGS
104
Concourse Financial Group Securities
Alabama
$141K +$3.13K +249 +2%
ICMP
105
Integrated Capital Management (Pennsylvania)
Pennsylvania
$141K +$141K +11,184 New
FFWM
106
Future Financial Wealth Management
Ohio
$137K +$5.6K +445 +4%
GW
107
GW & Wade
Massachusetts
$136K +$136K +10,785 New
SW
108
SVB Wealth
Massachusetts
$133K -$12.6K -1,000 -9%
MOS
109
MGO One Seven
Ohio
$129K -$17.4K -1,382 -12%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$129K +$128K +10,203 New
PA
111
PFG Advisors
Arizona
$127K +$127K +10,060 New
Lazard Asset Management
112
Lazard Asset Management
New York
$126K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$109K -$241K -19,128 -69%
WWMSC
114
Wagner Wealth Management (South Carolina)
South Carolina
$90K +$89.8K +7,138 New
OIA
115
Optimum Investment Advisors
Illinois
$57K
SPIA
116
Steward Partners Investment Advisory
New York
$46.4K +$37.7K +3,000 +444%
CWC
117
Carolinas Wealth Consulting
North Carolina
$43K +$42.8K +3,405 New
GWSG
118
GPS Wealth Strategies Group
Colorado
$38K +$38.4K +3,050 New
AF
119
Allworth Financial
California
$28K +$28.3K +2,250 New
GRP
120
Global Retirement Partners
California
$27K
First Manhattan
121
First Manhattan
New York
$25K
TH
122
TCTC Holdings
Texas
$25K
BAM
123
Barrett Asset Management
New York
$23K
IAIM
124
International Assets Investment Management
Florida
$21K
GWM
125
Geneos Wealth Management
Colorado
$20K