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Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $577M invested in Eaton Vance Limited Duration Income Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% less ownership

Funds ownership: 43.81%43.45% (-0.36%)

2% less capital invested

Capital invested by funds: $589M → $577M (-$11.9M)

4% less funds holding

Funds holding: 150144 (-6)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 57

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
144
Holders Change
-6
Holders Change %
-4%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
11
Increased
41
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Barrett Asset Management
New York
$25K
First Manhattan
127
First Manhattan
New York
$25K
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$25K +$25.1K +2,000 New
NFG
129
Next Financial Group
Texas
$24K -$113 -9 -0.5%
BWL
130
Bogart Wealth LLC
Virginia
$20K
WT
131
Whittier Trust
California
$20K
GWM
132
Geneos Wealth Management
Colorado
$19K
AWM
133
Avior Wealth Management
Nebraska
$15K
GWAG
134
Garrett Wealth Advisory Group
Texas
$14.4K +$14.5K +1,153 New
FANJ
135
Financial Architects (New Jersey)
New Jersey
$11K
BFEC
136
Benjamin F. Edwards & Company
Missouri
$10K -$6.28K -500 -39%
EIP
137
Ellis Investment Partners
Pennsylvania
$10K
RIA
138
Realta Investment Advisors
Delaware
$9K -$12.5K -996 -56%
WEC
139
Winslow Evans & Crocker
Massachusetts
$8K
HI
140
Human Investing
Oregon
$3K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$1K
FWM
142
Focused Wealth Management
New York
$1K
BPCM
143
Beach Point Capital Management
California
-$11.8M -934,309 Closed
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
-$177K -13,972 Closed
AIM
145
Axiom Investment Management
New York
-$161K -12,644 Closed
P
146
&Partners
Tennessee
-$142K -11,200 Closed
Deutsche Bank
147
Deutsche Bank
Germany
-$118K -9,347 Closed
ESB
148
Essex Savings Bank
Connecticut
-$118K -9,300 Closed
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
-$62K -4,927 Closed
FCMT
150
Founders Capital Management (Texas)
Texas
-$35K -2,800 Closed