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Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $518M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

1% less funds holding

Funds holding: 143141 (-2)

1.57% less ownership

Funds ownership: 44.5%42.94% (-1.6%)

24% less capital invested

Capital invested by funds: $684M → $518M (-$166M)

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
43
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
126
TRUE Private Wealth Advisors
Oregon
$10K
ASN
127
Advisory Services Network
Georgia
$8K -$25.8K -2,083 -74%
EIP
128
Ellis Investment Partners
Pennsylvania
$8K
Northern Trust
129
Northern Trust
Illinois
$6K -$155K -12,518 -17%
AWA
130
Arkadios Wealth Advisors
Georgia
$5.29K
LWM
131
Liberty Wealth Management
California
$4K +$4.14K +334 New
BC
132
Bartlett & Co
Ohio
$3K +$3.16K +255 New
BCWM
133
Bartlett & Co Wealth Management
Ohio
$2.69K +$3.16K +255 New
FIA
134
FNY Investment Advisers
New York
$2K -$574K -46,386 -100%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1K
FWM
136
Focused Wealth Management
New York
$1K
WLPWM
137
Walled Lake Planning & Wealth Management
Illinois
$1K +$1.41K +114 New
QPWM
138
Quadrant Private Wealth Management
Pennsylvania
-$2.54M -191,604 Closed
IAA
139
Independent Advisor Alliance
North Carolina
-$1.81M -136,986 Closed
MIG
140
Mariner Investment Group
New York
-$1.1M -83,000 Closed
RCM
141
Robinson Capital Management
Michigan
-$1.05M -79,525 Closed
EE
142
EWG Elevate
California
-$757K -57,137 Closed
CCM
143
Community Capital Management
Florida
-$530K -40,000 Closed
ICA
144
Infrastructure Capital Advisors
New York
-$504K -38,000 Closed
OC
145
Oarsman Capital
Wisconsin
-$407K -30,696 Closed
SKK
146
Shepherd Kaplan Krochuk
Massachusetts
-$288K -21,770 Closed
Baird Financial Group
147
Baird Financial Group
Wisconsin
-$238K -17,935 Closed
UR
148
USCA RIA
Texas
-$228K -17,189 Closed
ACM
149
Avalon Capital Management
California
-$203K -15,305 Closed
PAG
150
Private Advisor Group
New Jersey
-$182K -13,737 Closed