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Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% more capital invested

Capital invested by funds: $359M → $371M (+$12.5M)

0% more funds holding

Funds holding: 144144 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.26% less ownership

Funds ownership: 31.67%30.42% (-1.3%)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$151K
HI
102
Harbour Investments
Wisconsin
$146K -$7.01K -698 -5%
HCM
103
Hollencrest Capital Management
California
$134K
CWG
104
Cornerstone Wealth Group
North Carolina
$131K
EH
105
Equitable Holdings
New York
$115K +$110K +10,901 New
OC
106
Oppenheimer & Co
New York
$112K +$1.43K +142 +1%
GC
107
Gilbert & Cook
Iowa
$105K
EB
108
Eastern Bank
Massachusetts
$105K +$101K +10,000 New
OC
109
Oarsman Capital
Wisconsin
$103K -$82.8K -8,239 -46%
BC
110
Barrett & Company
Rhode Island
$94.1K
CFGS
111
Concourse Financial Group Securities
Alabama
$91.4K
SGC
112
Slocum, Gordon & Co
Rhode Island
$72.8K +$1.51K +150 +7%
SIS
113
Sound Income Strategies
Florida
$61.5K +$7.31K +727 +14%
CIA
114
Cape Investment Advisory
Georgia
$59.8K +$56K +5,570 +4,528%
AWM
115
Avior Wealth Management
Nebraska
$57.7K +$55.2K +5,492 New
BAM
116
Byrne Asset Management
New Jersey
$49.9K
GWSG
117
GPS Wealth Strategies Group
Colorado
$43.1K
IA
118
IFP Advisors
Florida
$41.7K +$18.5K +1,840 +86%
FFA
119
Farther Finance Advisors
California
$34.4K
FFO
120
Fortitude Family Office
Arizona
$33K +$31.6K +3,140 New
OLVIG
121
Oliver Lagore Vanvalin Investment Group
Michigan
$31.5K
AF
122
Allworth Financial
California
$31K +$60 +6 +0.2%
SPIA
123
Steward Partners Investment Advisory
New York
$27.4K +$20.7K +2,061 +377%
WBC
124
West Branch Capital
Massachusetts
$21.9K
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$21K