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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $589M invested in Eaton Vance Limited Duration Income Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

1.32% more ownership

Funds ownership: 42.49%43.81% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less funds holding

Funds holding: 156150 (-6)

7% less capital invested

Capital invested by funds: $631M → $589M (-$42.5M)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
3.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
18
Increased
54
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
126
Bogart Wealth LLC
Virginia
$20K
WT
127
Whittier Trust
California
$20K
AWMS
128
Advocacy Wealth Management Services
Georgia
$19K
GWM
129
Geneos Wealth Management
Colorado
$19K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$19K +$10.4K +824 +122%
OIA
131
OneDigital Investment Advisors
Kansas
$17K
AWM
132
Avior Wealth Management
Nebraska
$16K
BFEC
133
Benjamin F. Edwards & Company
Missouri
$16K +$9.8K +775 +155%
DWM
134
Doyle Wealth Management
Florida
$13K +$13K +1,027 New
TPWA
135
TRUE Private Wealth Advisors
Oregon
$12K +$12.6K +1,000 New
FANJ
136
Financial Architects (New Jersey)
New Jersey
$11K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$11K +$10.7K +846 New
EIP
138
Ellis Investment Partners
Pennsylvania
$10K +$10.8K +853 New
AF
139
Advisornet Financial
Minnesota
$8K
WEC
140
Winslow Evans & Crocker
Massachusetts
$8K
SPIA
141
Steward Partners Investment Advisory
New York
$8K +$8.53K +675 New
CCM
142
Covington Capital Management
California
$6K
DWM
143
Destination Wealth Management
California
$6K +$6K +475 New
CFA
144
Carroll Financial Associates
North Carolina
$4K
CAL
145
Capital Analysts LLC
Pennsylvania
$4K +$3.91K +309 New
HI
146
Human Investing
Oregon
$3K
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$3K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$1K
FWM
149
Focused Wealth Management
New York
$1K
EDRIA
150
Edmonds Duncan Registered Investment Advisors
Kansas
-$1.04M -82,259 Closed