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EVV

Eaton Vance Limited Duration Income Fund

155 hedge funds and large institutions have $375M invested in Eaton Vance Limited Duration Income Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 28.31%27.65% (-0.66%)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 159155 (-4)

13% less capital invested

Capital invested by funds: $429M → $375M (-$54.5M)

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
49
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RGF
101
Retirement Guys Formula
Ohio
$170K -$7.54K -625 -4%
MC
102
Moors & Cabot
Massachusetts
$169K +$9.65K +800 +6%
MFW
103
Meristem Family Wealth
Minnesota
$168K
IAIM
104
International Assets Investment Management
Florida
$163K +$168K +13,890 New
MW
105
Marcum Wealth
Ohio
$161K
WFA
106
WMG Financial Advisors
Tennessee
$158K
FFG
107
Ford Financial Group
California
$157K +$1.5K +124 +0.9%
DADC
108
D.A. Davidson & Co
Montana
$152K +$157K +13,028 New
HKAM
109
Horizon Kinetics Asset Management
New York
$151K -$4.33K -359 -3%
CA
110
Claro Advisors
Massachusetts
$144K
FAG
111
Fortitude Advisory Group
Washington
$143K -$16K -1,325 -10%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$139K +$16.4K +1,362 +13%
SCA
113
STALEY CAPITAL ADVISERS
Pennsylvania
$135K +$507 +42 +0.4%
GLA
114
Good Life Advisors
Pennsylvania
$133K +$579 +48 +0.4%
WA
115
WealthTrust Axiom
Pennsylvania
$128K
MA
116
MKT Advisors
California
$125K
DWM
117
Drive Wealth Management
Utah
$119K +$122K +10,134 New
PA
118
PFG Advisors
Arizona
$118K
BAM
119
Byrne Asset Management
New Jersey
$115K -$4.83K -400 -4%
CFGS
120
Concourse Financial Group Securities
Alabama
$104K -$32.1K -2,659 -23%
SWM
121
Spire Wealth Management
Virginia
$101K -$1.85K -153 -2%
LC
122
Lindbrook Capital
California
$50K +$15.2K +1,258 +42%
Lazard Asset Management
123
Lazard Asset Management
New York
$46K
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$45K -$4.57K -379 -9%
AF
125
Allworth Financial
California
$38K