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EVV

Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 27.7%26.74% (-0.96%)

8% less funds holding

Funds holding: 167154 (-13)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

95% less capital invested

Capital invested by funds: $6.39B → $302M (-$6.09B)

Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
55
Reduced
51
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$158K -$23.7K -2,357 -13%
BTWM
102
Baker Tilly Wealth Management
Wisconsin
$157K +$3.15K +314 +2%
SCA
103
Sandy Cove Advisors
Massachusetts
$157K
BC
104
Barrett & Company
Rhode Island
$152K +$1.14K +113 +0.7%
WA
105
WealthTrust Axiom
Pennsylvania
$146K +$28.1K +2,799 +23%
SPC
106
Sigma Planning Corp
Michigan
$143K -$2.74K -273 -2%
CAM
107
Cresset Asset Management
Illinois
$142K
GA
108
Greytown Advisors
Florida
$140K
CPRC
109
Consolidated Portfolio Review Corp
New York
$135K +$137K +13,663 New
VF
110
Virtu Financial
New York
$129K -$79.5K -7,918 -38%
SWA
111
Sutton Wealth Advisors
Florida
$123K
HKAM
112
Horizon Kinetics Asset Management
New York
$123K
ESB
113
Essex Savings Bank
Connecticut
$118K
SCA
114
STALEY CAPITAL ADVISERS
Pennsylvania
$116K +$572 +57 +0.5%
WAM
115
WealthTrust Asset Management
Florida
$112K +$683 +68 +0.6%
MA
116
MKT Advisors
California
$111K
GLA
117
Good Life Advisors
Pennsylvania
$109K +$512 +51 +0.5%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$108K -$450K -44,845 -80%
P
119
&Partners
Tennessee
$105K +$2.07K +206 +2%
GSIAS
120
Garden State Investment Advisory Services
New Jersey
$105K +$107K +10,637 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$101K +$19.2K +1,910 +23%
PA
122
PFG Advisors
Arizona
$99.1K
CFGS
123
Concourse Financial Group Securities
Alabama
$81.6K -$2.01K -200 -2%
AAS
124
Ameritas Advisory Services
Nebraska
$70.1K -$69.5K -6,925 -49%
BAM
125
Byrne Asset Management
New Jersey
$47K -$1K -100 -2%