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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $333M invested in Eaton Vance Limited Duration Income Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0.1% more ownership

Funds ownership: 27.65%27.75% (+0.1%)

3% less funds holding

Funds holding: 155150 (-5)

11% less capital invested

Capital invested by funds: $375M → $333M (-$41.7M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
150
Holders Change
-5
Holders Change %
-3.23%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
52
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
101
Fortitude Advisory Group
Washington
$141K +$15.3K +1,428 +12%
FFG
102
Ford Financial Group
California
$140K +$1.57K +147 +1%
HKAM
103
Horizon Kinetics Asset Management
New York
$134K
CA
104
Cetera Advisors
Colorado
$129K -$889K -83,020 -87%
MA
105
MKT Advisors
California
$121K
SCA
106
STALEY CAPITAL ADVISERS
Pennsylvania
$120K +$535 +50 +0.4%
WAM
107
WealthTrust Asset Management
Florida
$118K -$115K -10,771 -49%
GLA
108
Good Life Advisors
Pennsylvania
$118K +$600 +56 +0.5%
CA
109
Claro Advisors
Massachusetts
$114K
WA
110
WealthTrust Axiom
Pennsylvania
$113K
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$111K +$115K +10,763 New
AA
112
AQR Arbitrage
Connecticut
$110K +$114K +10,621 New
AWA
113
Arete Wealth Advisors
Illinois
$106K -$5.28M -493,176 -98%
DWM
114
Drive Wealth Management
Utah
$106K +$996 +93 +0.9%
PA
115
PFG Advisors
Arizona
$104K
Nomura Holdings
116
Nomura Holdings
Japan
$104K +$107K +10,000 New
P
117
&Partners
Tennessee
$104K +$108K +10,107 New
BAM
118
Byrne Asset Management
New Jersey
$101K
CFGS
119
Concourse Financial Group Securities
Alabama
$92K +$214 +20 +0.2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$63K +$64.2K +6,001 +4,349%
SWA
121
Sutton Wealth Advisors
Florida
$62.1K +$64.4K +6,016 New
VVP
122
Venture Visionary Partners
Ohio
$58K +$60.1K +5,616 New
LC
123
Lindbrook Capital
California
$44K
Lazard Asset Management
124
Lazard Asset Management
New York
$41K
AF
125
Allworth Financial
California
$33K