EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

142 hedge funds and large institutions have $369M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$31.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$105M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.11M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.47M
5
GC
5
Guggenheim Capital
Illinois
$11.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.92M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$8.81M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.76M
5
OFG
5
Oxford Financial Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
101
Hollencrest Capital Management
California
$134K 12,760 – –
CWG
102
Cornerstone Wealth Group
North Carolina
$131K 12,460 – –
EH
103
Equitable Holdings
New York
$115K 10,901 +10,901 New
OC
104
Oppenheimer & Co
New York
$112K 10,686 +142 +1%
GC
105
Gilbert & Cook
Iowa
$105K 10,017 – –
EB
106
Eastern Bank
Massachusetts
$105K 10,000 +10,000 New
OC
107
Oarsman Capital
Wisconsin
$103K 9,828 -8,239 -46%
BC
108
Barrett & Company
Rhode Island
$94.1K 8,952 – –
CFGS
109
Concourse Financial Group Securities
Alabama
$91.4K 8,700 – –
SGC
110
Slocum, Gordon & Co
Rhode Island
$72.8K 2,345 +150 +7%
SIS
111
Sound Income Strategies
Florida
$61.5K 5,852 +727 +14%
CIA
112
Cape Investment Advisory
Georgia
$59.8K 5,693 +5,570 +4,528%
AWM
113
Avior Wealth Management
Nebraska
$57.7K 5,492 +5,492 New
BAM
114
Byrne Asset Management
New Jersey
$49.9K 4,750 – –
GWSG
115
GPS Wealth Strategies Group
Colorado
$43.1K 4,105 – –
IA
116
IFP Advisors
Florida
$41.7K 3,971 +1,840 +86%
FFA
117
Farther Finance Advisors
California
$34.4K 3,273 – –
FFO
118
Fortitude Family Office
Arizona
$33K 3,140 +3,140 New
OLVIG
119
Oliver Lagore Vanvalin Investment Group
Michigan
$31.5K 3,000 – –
AF
120
Allworth Financial
California
$31K 2,947 +6 +0.2%
SPIA
121
Steward Partners Investment Advisory
New York
$27.4K 2,607 +2,061 +377%
WBC
122
West Branch Capital
Massachusetts
$21.9K 2,082 – –
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$21K 2,000 – –
CWP
124
Concord Wealth Partners
Virginia
$19.4K 1,843 +44 +2%
CA
125
Crewe Advisors
Utah
$16.4K 1,560 +36 +2%
3 4
5
6 7