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EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.89% less ownership

Funds ownership: 32.57%31.67% (-0.89%)

3% less capital invested

Capital invested by funds: $369M → $359M (-$10M)

6% less funds holding

Funds holding: 153144 (-9)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
144
Holders Change
-9
Holders Change %
-5.88%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
57
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
101
Baker Tilly Wealth Management
Wisconsin
$152K
HF
102
HRT Financial
New York
$145K +$145K +14,955 New
WA
103
WealthTrust Axiom
Pennsylvania
$144K
HI
104
Harbour Investments
Wisconsin
$142K +$7.73K +800 +6%
OBWG
105
Onyx Bridge Wealth Group
New York
$141K +$1.33K +138 +1%
CAM
106
Cresset Asset Management
Illinois
$140K
HCM
107
Hollencrest Capital Management
California
$124K
CWG
108
Cornerstone Wealth Group
North Carolina
$121K
HKAM
109
Horizon Kinetics Asset Management
New York
$121K
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$104K +$1.62K +168 +2%
OC
111
Oppenheimer & Co
New York
$103K -$8.18K -846 -7%
WAM
112
WealthTrust Asset Management
Florida
$102K +$599 +62 +0.6%
WAM
113
Wolverine Asset Management
Illinois
$101K +$95.3K +9,860 +1,926%
WJWM
114
Williams Jones Wealth Management
New York
$99.1K
GC
115
Gilbert & Cook
Iowa
$97.6K -$2.17M -224,936 -96%
BC
116
Barrett & Company
Rhode Island
$87.2K -$12.1K -1,250 -12%
CFGS
117
Concourse Financial Group Securities
Alabama
$84.7K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$56.9K +$36.9K +3,818 +189%
SIS
119
Sound Income Strategies
Florida
$49.9K +$49.5K +5,125 New
BAM
120
Byrne Asset Management
New Jersey
$45.9K
GWSG
121
GPS Wealth Strategies Group
Colorado
$40K
FFA
122
Farther Finance Advisors
California
$31.8K +$29.1K +3,007 +1,130%
OLVIG
123
Oliver Lagore Vanvalin Investment Group
Michigan
$29.2K
AF
124
Allworth Financial
California
$28.4K +$116 +12 +0.4%
SGC
125
Slocum, Gordon & Co
Rhode Island
$21.4K