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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $493M invested in Eaton Vance Limited Duration Income Fund in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

22% more funds holding

Funds holding: 123150 (+27)

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

1.79% more ownership

Funds ownership: 28.95%30.74% (+1.8%)

3% more capital invested

Capital invested by funds: $478M → $493M (+$15.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
150
Holders Change
+27
Holders Change %
+21.95%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
36
Increased
47
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$42K
ASN
127
Advisory Services Network
Georgia
$39K +$9.89K +720 +34%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$36K +$25.4K +1,850 +231%
IP
129
Intellectus Partners
California
$31K +$550 +40 +2%
FAIM
130
Financial Advocates Investment Management
Washington
$28K +$28.6K +2,083 New
APA
131
American Portfolios Advisors
New York
$27.6K +$27.8K +2,021 New
BAM
132
Barrett Asset Management
New York
$27K
AWM
133
Avior Wealth Management
Nebraska
$26K
BWL
134
Bogart Wealth LLC
Virginia
$22K
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$22K +$261 +19 +1%
WEC
136
Winslow Evans & Crocker
Massachusetts
$22K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$21K
LFA
138
Legacy Financial Advisors
Kentucky
$21K +$22K +1,600 New
OIA
139
OneDigital Investment Advisors
Kansas
$18K
WAM
140
Watermark Asset Management
California
$17K
CFA
141
Carroll Financial Associates
North Carolina
$13K
SEI Investments
142
SEI Investments
Pennsylvania
$12K +$8.33K +606 +233%
FANJ
143
Financial Architects (New Jersey)
New Jersey
$11K -$41.2K -3,000 -79%
PCA
144
Peddock Capital Advisors
Massachusetts
$10K
GWM
145
Geneos Wealth Management
Colorado
$8K
CCM
146
Covington Capital Management
California
$7K
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$3K
Walleye Trading
148
Walleye Trading
New York
$2.09K +$2.1M +153,100 New
FWM
149
Focused Wealth Management
New York
$2K +$1.54K +112 New
FGC
150
Financial Gravity Companies
Texas
$2K +$2.52K +183 New