EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

152 hedge funds and large institutions have $309M invested in Eaton Vance Limited Duration Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
152
Holders Change
-2
Holders Change %
-1.3%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
51
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$10.8M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$6.6M
3
AA
3
AQR Arbitrage
Connecticut
$4.22M
4
COLIM
4
City of London Investment Management
United Kingdom
$2.11M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.79M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.74M
2
CF
2
Centaurus Financial
California
$3.85M
3
CA
3
CoreCap Advisors
Michigan
$1.04M
4
AC
4
Almitas Capital
California
$0
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$146K 16,161 -4,063 -20%
SCA
102
Sandy Cove Advisors
Massachusetts
$145K 16,050 +150 +0.9%
PAG
103
Private Advisor Group
New Jersey
$143K 15,867 – –
BTWM
104
Baker Tilly Wealth Management
Wisconsin
$141K 15,600 – –
GWSG
105
GPS Wealth Strategies Group
Colorado
$141K 15,590 – –
GSIAS
106
Garden State Investment Advisory Services
New Jersey
$135K 14,981 +2,322 +18%
WA
107
WealthTrust Axiom
Pennsylvania
$134K 14,799 – –
HI
108
Harbour Investments
Wisconsin
$131K 14,483 +166 +1%
CAM
109
Cresset Asset Management
Illinois
$130K 14,400 – –
BC
110
Barrett & Company
Rhode Island
$129K 14,218 -1,300 -8%
SWA
111
Sutton Wealth Advisors
Florida
$113K 12,460 – –
HKAM
112
Horizon Kinetics Asset Management
New York
$113K 12,456 – –
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$112K 12,428 +12,428 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$111K 12,250 -1,128 -8%
OC
115
Oppenheimer & Co
New York
$109K 12,061 +161 +1%
ESB
116
Essex Savings Bank
Connecticut
$108K 11,984 – –
MA
117
MKT Advisors
California
$103K 11,569 – –
P
118
&Partners
Tennessee
$100K 11,068 +183 +2%
AO
119
Advisor OS
Illinois
$98.7K 10,923 -773 -7%
SCA
120
STALEY CAPITAL ADVISERS
Pennsylvania
$98K 10,837 -282 -3%
Citadel Advisors
121
Citadel Advisors
Florida
$93.9K 10,382 +10,382 New
WAM
122
WealthTrust Asset Management
Florida
$92.8K 10,270 -906 -8%
WJWM
123
Williams Jones Wealth Management
New York
$91.9K 10,170 +10,170 New
EC
124
Elequin Capital
New York
$88.7K 9,809 +4,710 +92%
CFGS
125
Concourse Financial Group Securities
Alabama
$71.4K 7,900 – –
3 4
5
6 7