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EVV

Eaton Vance Limited Duration Income Fund

166 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 144166 (+22)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

1.15% more ownership

Funds ownership: 30.42%31.57% (+1.2%)

3% less capital invested

Capital invested by funds: $371M → $359M (-$12.4M)

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
101
Horizon Kinetics Asset Management
New York
$153K
OBWG
102
Onyx Bridge Wealth Group
New York
$146K +$2.57K +252 +2%
WA
103
WealthTrust Axiom
Pennsylvania
$145K
CAM
104
Cresset Asset Management
Illinois
$141K
HI
105
Harbour Investments
Wisconsin
$135K
RAM
106
Readystate Asset Management
Illinois
$130K +$136K +13,284 New
CNWM
107
Clay Northam Wealth Management
California
$127K +$133K +13,014 New
HCM
108
Hollencrest Capital Management
California
$125K
CWG
109
Cornerstone Wealth Group
North Carolina
$122K
SPC
110
Sigma Planning Corp
Michigan
$120K +$126K +12,289 New
AA
111
Armis Advisers
Georgia
$119K +$124K +12,146 New
OC
112
Oppenheimer & Co
New York
$116K +$11.7K +1,147 +11%
CA
113
Clearstead Advisors
Ohio
$109K +$114K +11,111 New
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$108K +$113K +11,098 New
Citadel Advisors
115
Citadel Advisors
Florida
$108K +$113K +11,055 New
EB
116
Eastern Bank
Massachusetts
$107K +$10.2K +1,000 +10%
SI
117
Stephens Inc
Arkansas
$102K -$126K -12,337 -54%
EIP
118
Ellis Investment Partners
Pennsylvania
$101K +$106K +10,331 New
AWM
119
Apollon Wealth Management
South Carolina
$100K +$105K +10,250 New
GC
120
Gilbert & Cook
Iowa
$97.9K
Goldman Sachs
121
Goldman Sachs
New York
$97.7K +$102K +10,001 New
CFGS
122
Concourse Financial Group Securities
Alabama
$88.1K
BC
123
Barrett & Company
Rhode Island
$87.5K
SWM
124
Spire Wealth Management
Virginia
$76K +$79.5K +7,778 New
MCM
125
MAI Capital Management
Ohio
$68.4K +$71.5K +7,000 New