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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $372M invested in Eaton Vance Limited Duration Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

4% more capital invested

Capital invested by funds: $359M → $372M (+$12.9M)

0.48% more ownership

Funds ownership: 31.57%32.05% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 166150 (-16)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
150
Holders Change
-16
Holders Change %
-9.64%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
57
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Armis Advisers
Georgia
$131K +$10.1K +1,000 +8%
CNWM
102
Clay Northam Wealth Management
California
$130K
HCM
103
Hollencrest Capital Management
California
$127K
HI
104
Harbour Investments
Wisconsin
$127K -$11.8K -1,169 -8%
GSC
105
Ground Swell Capital
South Carolina
$125K +$126K +12,488 New
CWG
106
Cornerstone Wealth Group
North Carolina
$124K
CFA
107
Cahill Financial Advisors
Minnesota
$124K -$41.2K -4,076 -25%
SPC
108
Sigma Planning Corp
Michigan
$122K -$789 -78 -0.6%
EH
109
Equitable Holdings
New York
$121K +$122K +12,100 New
KPWS
110
Kestra Private Wealth Services
Texas
$119K +$121K +11,912 New
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$113K +$2.47K +244 +2%
EB
112
Eastern Bank
Massachusetts
$110K
OC
113
Oppenheimer & Co
New York
$109K -$8.74K -864 -7%
EIP
114
Ellis Investment Partners
Pennsylvania
$105K +$2.3K +227 +2%
IA
115
Integrity Alliance
Iowa
$103K +$104K +10,326 New
SI
116
Stephens Inc
Arkansas
$102K -$1.26K -125 -1%
AWM
117
Apollon Wealth Management
South Carolina
$102K
GC
118
Gilbert & Cook
Iowa
$100K
BC
119
Barrett & Company
Rhode Island
$89.3K
EC
120
Elequin Capital
New York
$85.7K -$163K -16,096 -65%
SWM
121
Spire Wealth Management
Virginia
$78.2K +$607 +60 +0.8%
CIA
122
Cape Investment Advisory
Georgia
$70.8K +$34.4K +3,400 +92%
MCM
123
MAI Capital Management
Ohio
$69.9K
SIS
124
Sound Income Strategies
Florida
$65.3K +$1.43K +141 +2%
IA
125
IFP Advisors
Florida
$58K +$24.4K +2,410 +71%