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EVV

Eaton Vance Limited Duration Income Fund

156 hedge funds and large institutions have $304M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 154156 (+2)

1.18% more ownership

Funds ownership: 26.74%27.93% (+1.2%)

0% more capital invested

Capital invested by funds: $302M → $304M (+$1.51M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Sandy Cove Advisors
Massachusetts
$149K
BTWM
102
Baker Tilly Wealth Management
Wisconsin
$146K -$2.92K -314 -2%
GWSG
103
GPS Wealth Strategies Group
Colorado
$146K -$36.2K -3,889 -20%
BC
104
Barrett & Company
Rhode Island
$145K +$902 +97 +0.6%
WA
105
WealthTrust Axiom
Pennsylvania
$139K
CAM
106
Cresset Asset Management
Illinois
$135K
HI
107
Harbour Investments
Wisconsin
$134K -$16.3K -1,758 -11%
GA
108
Greytown Advisors
Florida
$133K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$125K +$28.6K +3,078 +30%
GSIAS
110
Garden State Investment Advisory Services
New Jersey
$118K +$18.8K +2,022 +19%
SWA
111
Sutton Wealth Advisors
Florida
$117K
HKAM
112
Horizon Kinetics Asset Management
New York
$117K
ESB
113
Essex Savings Bank
Connecticut
$112K
OC
114
Oppenheimer & Co
New York
$111K -$86.8K -9,343 -44%
MA
115
MKT Advisors
California
$110K
AO
116
Advisor OS
Illinois
$109K +$109K +11,696 New
WAM
117
WealthTrust Asset Management
Florida
$105K -$1.68K -181 -2%
SCA
118
STALEY CAPITAL ADVISERS
Pennsylvania
$104K -$5.75K -618 -5%
BFM
119
Boothbay Fund Management
New York
$103K +$102K +11,000 New
P
120
&Partners
Tennessee
$102K +$1.66K +179 +2%
LNC
121
Lincoln National Corp
Pennsylvania
$101K +$100K +10,759 New
WFA
122
WMG Financial Advisors
Tennessee
$95.9K +$95.3K +10,250 New
PA
123
PFG Advisors
Arizona
$94.2K
MA
124
MJP Associates
Connecticut
$93.7K +$93.1K +10,014 New
DT
125
Diversified Trust
Tennessee
$93.6K +$93K +10,000 New