EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

148 hedge funds and large institutions have $501M invested in Eaton Vance Limited Duration Income Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
18
Increased
52
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$17.1M
2
SIA
Sit Investment Associates
Minnesota
$49.2M
3
Ameriprise
Ameriprise
Minnesota
$11.1M
4
6M
6 Meridian
Kansas
$1.84M
5
AA
Apriem Advisors
California
$4.22M

Top Sellers

1
ECM
Evergreen Capital Management
Washington
$4.02M
2
LCM
Laurion Capital Management
New York
$1.29M
3
QPWM
Quadrant Private Wealth Management
Pennsylvania
$3.51M
4
Millennium Management
Millennium Management
New York
$183K
5
SA
Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Barrett Asset Management
New York
$26K – – –
RCAG
127
Rehmann Capital Advisory Group
Michigan
$24K +$24K +1,805 New
BWL
128
Bogart Wealth LLC
Virginia
$21K – – –
WEC
129
Winslow Evans & Crocker
Massachusetts
$21K – – –
BFEC
130
Benjamin F. Edwards & Company
Missouri
$20K -$14K -1,091 -41%
OIA
131
OneDigital Investment Advisors
Kansas
$18K – – –
AWM
132
Avior Wealth Management
Nebraska
$16K -$8.32K -650 -34%
WAM
133
Wealthspire Advisors (Maryland)
Maryland
$15K -$6.4K -488 -30%
SEI Investments
134
SEI Investments
Pennsylvania
$15K +$3.36K +250 +29%
AF
135
Advisornet Financial
Minnesota
$14K +$14K +1,050 New
CFA
136
Carroll Financial Associates
North Carolina
$13K – – –
FANJ
137
Financial Architects (New Jersey)
New Jersey
$11K – – –
PCA
138
Peddock Capital Advisors
Massachusetts
$9K – – –
GWM
139
Geneos Wealth Management
Colorado
$8K – – –
CAL
140
Capital Analysts LLC
Pennsylvania
$8K +$8K +600 New
CCM
141
Covington Capital Management
California
$7K – – –
FGC
142
Financial Gravity Companies
Texas
$4K +$1.68K +133 +73%
FGAM
143
Financial Gravity Asset Management
Texas
$4K +$4K +316 New
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
PMFA
145
Plante Moran Financial Advisors
Michigan
$2K +$2K +158 New
FWM
146
Focused Wealth Management
New York
$1K – – –
SA
147
Strategic Advisors
New York
– -$1.25M -91,232 Closed
SIA
148
Starfire Investment Advisers
Michigan
– -$1.23M -89,841 Closed
CRC
149
Curi RMB Capital
Illinois
– -$1.2M -88,077 Closed
WAM
150
Weiss Asset Management
Massachusetts
– -$1.03M -75,644 Closed
3 4 5
6
7