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Eaton Vance Limited Duration Income Fund

140 hedge funds and large institutions have $554M invested in Eaton Vance Limited Duration Income Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 138140 (+2)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

3% less capital invested

Capital invested by funds: $571M → $554M (-$17.6M)

1.52% less ownership

Funds ownership: 43.52%42% (-1.5%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
16
Increased
46
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$11K +$11.6K +1,000 New
SPIA
127
Steward Partners Investment Advisory
New York
$8K -$93.2K -8,062 -92%
NFG
128
Next Financial Group
Texas
$8K +$7.92K +685 New
ASN
129
Advisory Services Network
Georgia
$8K +$8.67K +750 New
BC
130
Bartlett & Co
Ohio
$3K
MF
131
Manchester Financial
California
$3K
S
132
SignatureFD
Georgia
$3K +$2.89K +250 New
BCWM
133
Bartlett & Co Wealth Management
Ohio
$2.88K
Northern Trust
134
Northern Trust
Illinois
$2K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1K
CFD
136
Creative Financial Designs
Indiana
$1K
FWM
137
Focused Wealth Management
New York
$1K
WLPWM
138
Walled Lake Planning & Wealth Management
Illinois
$1K +$35 +3 +3%
CCFM
139
Clear Creek Financial Management
Washington
-$877K -77,856 Closed
BlackRock
140
BlackRock
New York
-$737K -65,397 Closed
HF
141
HRT Financial
New York
-$352K -31,263 Closed
SMFS
142
Squar Milner Financial Services
California
-$289K -25,600 Closed
BMO
143
Beck Mack & Oliver
New York
-$189K -16,800 Closed
AA
144
AQR Arbitrage
Connecticut
-$186K -16,510 Closed
Comerica Bank
145
Comerica Bank
Texas
-$114K -10,076 Closed
CAN
146
Cetera Advisor Networks
California
-$88K -7,773 Closed
FWM
147
FSA Wealth Management
Massachusetts
-$10K -900 Closed
EIP
148
Ellis Investment Partners
Pennsylvania
-$9K -853 Closed
PAG
149
Private Advisor Group
New Jersey
-$9K -812 Closed
OPS
150
Orion Portfolio Solutions
Nebraska
-$8K -676 Closed