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EVV

Eaton Vance Limited Duration Income Fund

149 hedge funds and large institutions have $528M invested in Eaton Vance Limited Duration Income Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

3% more funds holding

Funds holding: 145149 (+4)

4.89% less ownership

Funds ownership: 39.18%34.29% (-4.9%)

8% less capital invested

Capital invested by funds: $575M → $528M (-$46.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
54
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Claro Advisors
Massachusetts
$181K -$4.73K -367 -3%
HKAM
102
Horizon Kinetics Asset Management
New York
$179K -$3.13K -243 -2%
HCM
103
Hollencrest Capital Management
California
$175K
FFG
104
Ford Financial Group
California
$174K +$1.39K +108 +0.8%
MIAN
105
Mariner Independent Advisor Network
Kansas
$165K +$160K +12,449 New
AF
106
Advisornet Financial
Minnesota
$159K -$51.7K -4,011 -25%
WA
107
WealthTrust Axiom
Pennsylvania
$159K
FFWM
108
Future Financial Wealth Management
Ohio
$155K +$11.2K +871 +8%
GLA
109
Good Life Advisors
Pennsylvania
$149K +$541 +42 +0.4%
CFGS
110
Concourse Financial Group Securities
Alabama
$148K -$116 -9 -0.1%
GW
111
GW & Wade
Massachusetts
$143K
CF
112
Centaurus Financial
California
$137K +$133K +10,339 New
MOS
113
MGO One Seven
Ohio
$135K -$606 -47 -0.5%
PA
114
PFG Advisors
Arizona
$133K
Bank of New York Mellon
115
Bank of New York Mellon
New York
$133K +$129K +10,024 New
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$120K +$5.54K +430 +5%
FIA
117
FNY Investment Advisers
New York
$106K -$68.6K -5,326 -40%
ASN
118
Advisory Services Network
Georgia
$103K +$99.8K +7,750 New
WWMSC
119
Wagner Wealth Management (South Carolina)
South Carolina
$93K -$1.91K -148 -2%
OIA
120
Optimum Investment Advisors
Illinois
$60K
CWC
121
Carolinas Wealth Consulting
North Carolina
$45K
AF
122
Allworth Financial
California
$43K +$12.5K +970 +43%
GWSG
123
GPS Wealth Strategies Group
Colorado
$40K
APA
124
American Portfolios Advisors
New York
$30.4K +$16.4K +1,275 +125%
SIS
125
Sound Income Strategies
Florida
$30K +$29.1K +2,260 New