EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

137 hedge funds and large institutions have $571M invested in Eaton Vance Limited Duration Income Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 19 closing their positions.

Holders
137
Holders Change
-3
Holders Change %
-2.14%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
16
Increased
39
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$91.4M
2
GC
2
Guggenheim Capital
Illinois
$13.5M
3
RCM
3
Rivernorth Capital Management
Florida
$47.9M
4
PCM
4
PenderFund Capital Management
British Columbia, Canada
$4.59M
5
Wells Fargo
5
Wells Fargo
California
$10.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.72M
2
AA
2
Apriem Advisors
California
$871K
3
SCM
3
Saba Capital Management
New York
$65.9M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
RVPG
5
Relative Value Partners Group
$34.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MF
126
Manchester Financial
California
$3K 300 -203,700 -100%
BC
127
Bartlett & Co
Ohio
$3K 255 – –
BCWM
128
Bartlett & Co Wealth Management
Ohio
$2.87K 255 – –
Northern Trust
129
Northern Trust
Illinois
$2K 21,500 -40,000 -65%
FIA
130
FNY Investment Advisers
New York
$2K 200 – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1K 55 – –
FWM
132
Focused Wealth Management
New York
$1K 112 – –
WLPWM
133
Walled Lake Planning & Wealth Management
Illinois
$1K 117 +3 +3%
CFD
134
Creative Financial Designs
Indiana
$1K 128 +128 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
– – -426,000 Closed
IWM
136
IHT Wealth Management
Illinois
– – -244,263 Closed
CCP
137
Clough Capital Partners
Massachusetts
– – -208,300 Closed
WIA
138
Westbourne Investment Advisors
Maryland
– – -141,713 Closed
Goldman Sachs
139
Goldman Sachs
New York
– – -79,005 Closed
Citadel Advisors
140
Citadel Advisors
Florida
– – -30,328 Closed
WWM
141
Western Wealth Management
Colorado
– – -13,125 Closed
EWM
142
Edge Wealth Management
New York
– – -5,175 Closed
AIC
143
Ameritas Investment Company
Nebraska
– – -4,090 Closed
WAP
144
Wealthcare Advisory Partners
Pennsylvania
– – -2,939 Closed
AF
145
Allworth Financial
California
– – -2,250 Closed
WT
146
Whittier Trust
California
– – -1,597 Closed
NFG
147
Next Financial Group
Texas
– – -1,458 Closed
CAN
148
Claraphi Advisory Network
United States
– – -1,200 Closed
TPWA
149
TRUE Private Wealth Advisors
Oregon
– – -1,000 Closed
ASN
150
Advisory Services Network
Georgia
– – -750 Closed
3 4 5
6
7