EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

140 hedge funds and large institutions have $517M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.09%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
22
Increased
43
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$81.5M
2
OHA
Oak Hill Advisors
New York
$5.28M
3
PPA
Parametric Portfolio Associates
Washington
$22.3M
4
GC
Guggenheim Capital
Illinois
$6M
5
MF
Manchester Financial
California
$2.16M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$19.1M
2
RCM
Rivernorth Capital Management
Florida
$39.4M
3
SIA
Sit Investment Associates
Minnesota
$59.7M
4
SCM
Saba Capital Management
New York
$66.3M
5
1CP
1607 Capital Partners
Virginia
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$8K -$22.2K -2,083 -74%
EIP
127
Ellis Investment Partners
Pennsylvania
$8K – – –
Northern Trust
128
Northern Trust
Illinois
$6K -$1.22K -12,518 -17%
AWA
129
Arkadios Wealth Advisors
Georgia
$5.29K – – –
LWM
130
Liberty Wealth Management
California
$4K +$4K +334 New
BC
131
Bartlett & Co
Ohio
$3K +$3K +255 New
BCWM
132
Bartlett & Co Wealth Management
Ohio
$2.7K +$2.7K +255 New
FIA
133
FNY Investment Advisers
New York
$2K -$464K -46,386 -100%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FWM
135
Focused Wealth Management
New York
$1K – – –
WLPWM
136
Walled Lake Planning & Wealth Management
Illinois
$1K +$1K +114 New
QPWM
137
Quadrant Private Wealth Management
Pennsylvania
– -$2.54M -191,604 Closed
IAA
138
Independent Advisor Alliance
North Carolina
– -$1.82M -136,986 Closed
MIG
139
Mariner Investment Group
New York
– -$1.1M -83,000 Closed
RCM
140
Robinson Capital Management
Michigan
– -$1.05M -79,525 Closed
EE
141
EWG Elevate
California
– -$757K -57,137 Closed
CCM
142
Community Capital Management
Florida
– -$530K -40,000 Closed
ICA
143
Infrastructure Capital Advisors
New York
– -$504K -38,000 Closed
OC
144
Oarsman Capital
Wisconsin
– -$407K -30,696 Closed
SKK
145
Shepherd Kaplan Krochuk
Massachusetts
– -$288K -21,770 Closed
Baird Financial Group
146
Baird Financial Group
Wisconsin
– -$238K -17,935 Closed
UR
147
USCA RIA
Texas
– -$228K -17,189 Closed
ACM
148
Avalon Capital Management
California
– -$203K -15,305 Closed
PAG
149
Private Advisor Group
New Jersey
– -$182K -13,737 Closed
SS
150
Sunbelt Securities
Texas
– -$178K -13,444 Closed
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