EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

163 hedge funds and large institutions have $436M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
60
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$176M
2
RVPG
2
Relative Value Partners Group
$6.97M
3
Ameriprise
3
Ameriprise
Minnesota
$13.4M
4
SIA
4
Sit Investment Associates
Minnesota
$51M
5
1CP
5
1607 Capital Partners
Virginia
$2.6M

Top Sellers

1
CF
1
Centaurus Financial
California
$875K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.18M
3
RCM
3
Rivernorth Capital Management
Florida
$451K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
101
Sandy Cove Advisors
Massachusetts
$151K 15,750 -300 -2%
PMG
102
ProVise Management Group
Florida
$151K 15,730 -2,700 -15%
BTWM
103
Baker Tilly Wealth Management
Wisconsin
$149K 15,600 – –
CAS
104
CTC Alternative Strategies
Illinois
$148K 15,440 +15,440 New
WA
105
WealthTrust Axiom
Pennsylvania
$142K 14,799 – –
CAM
106
Cresset Asset Management
Illinois
$138K 14,400 – –
BC
107
Barrett & Company
Rhode Island
$137K 14,320 +102 +0.7%
HI
108
Harbour Investments
Wisconsin
$133K 13,909 -574 -4%
CCG
109
Catalina Capital Group
California
$128K 13,352 +13,352 New
HCM
110
Hollencrest Capital Management
California
$122K 12,760 -10,200 -44%
HKAM
111
Horizon Kinetics Asset Management
New York
$119K 12,417 -39 -0.3%
OC
112
Oppenheimer & Co
New York
$117K 12,226 +165 +1%
AO
113
Advisor OS
Illinois
$113K 11,806 +883 +8%
MA
114
MJP Associates
Connecticut
$113K 11,806 +11,806 New
WFA
115
WMG Financial Advisors
Tennessee
$113K 11,750 +11,750 New
AWM
116
AE Wealth Management
Kansas
$112K 11,601 -4,560 -28%
EC
117
Elequin Capital
New York
$107K 11,213 +1,404 +14%
TRCT
118
Tower Research Capital (TRC)
New York
$107K 11,127 +11,122 +222,440%
SCA
119
STALEY CAPITAL ADVISERS
Pennsylvania
$104K 10,888 +51 +0.5%
WAM
120
WealthTrust Asset Management
Florida
$99K 10,331 +61 +0.6%
WJWM
121
Williams Jones Wealth Management
New York
$97.4K 10,170 – –
GW
122
GW & Wade
Massachusetts
$97K 10,079 +10,079 New
KFP
123
KMG Fiduciary Partners
Ohio
$95.8K 10,000 +10,000 New
AI
124
AXS Investments
New York
$95.8K 10,000 +10,000 New
CFGS
125
Concourse Financial Group Securities
Alabama
$75.7K 7,900 – –
3 4
5
6 7