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EVV

Eaton Vance Limited Duration Income Fund

156 hedge funds and large institutions have $631M invested in Eaton Vance Limited Duration Income Fund in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $581M → $631M (+$50.3M)

1.04% more ownership

Funds ownership: 41.45%42.49% (+1%)

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
3.38%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
21
Increased
45
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Barrett Asset Management
New York
$25K
CFB
127
Cullen/Frost Bankers
Texas
$24K +$24.1K +1,932 New
NFG
128
Next Financial Group
Texas
$21K +$18.5K +1,488 +985%
NFH
129
NEXT Financial Holdings
Texas
$21K +$20.4K +1,639 New
BWL
130
Bogart Wealth LLC
Virginia
$20K
WT
131
Whittier Trust
California
$20K
AWMS
132
Advocacy Wealth Management Services
Georgia
$19K -$72.5K -5,822 -80%
GWM
133
Geneos Wealth Management
Colorado
$19K +$11.6K +930 +144%
OIA
134
OneDigital Investment Advisors
Kansas
$17K
AWM
135
Avior Wealth Management
Nebraska
$15K
RCM
136
Requisite Capital Management
Texas
$13K +$12.7K +1,022 New
FANJ
137
Financial Architects (New Jersey)
New Jersey
$11K +$11.2K +900 New
AF
138
Advisornet Financial
Minnesota
$8K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$8K
WEC
140
Winslow Evans & Crocker
Massachusetts
$8K
SHIM
141
Stone House Investment Management
Pennsylvania
$8K +$7.6K +610 New
RIA
142
Realta Investment Advisors
Delaware
$7K +$6.46K +519 New
VCM
143
Vigilant Capital Management
Maine
$7K +$6.97K +560 New
BFEC
144
Benjamin F. Edwards & Company
Missouri
$6K -$6.23K -500 -50%
CCM
145
Covington Capital Management
California
$6K
SIM
146
Sonora Investment Management
Arizona
$6K +$5.79K +465 New
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.98K +400 New
CFA
148
Carroll Financial Associates
North Carolina
$4K -$5.6K -450 -56%
HI
149
Human Investing
Oregon
$3K
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$3K