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Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $612M invested in Eaton Vance Limited Duration Income Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $554M → $612M (+$58M)

10% more funds holding

Funds holding: 140154 (+14)

0.03% more ownership

Funds ownership: 42%42.03% (+0.03%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
55
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
126
Mach-1 Financial Group
Arkansas
$25K +$24.1K +2,000 New
FWM
127
FSA Wealth Management
Massachusetts
$24K +$22.9K +1,900 New
BAM
128
Barrett Asset Management
New York
$23K
FF
129
FourThought Financial
Florida
$23K +$22.3K +1,850 New
IAIM
130
International Assets Investment Management
Florida
$21K +$20.5K +1,702 New
BWL
131
Bogart Wealth LLC
Virginia
$19K
GWM
132
Geneos Wealth Management
Colorado
$19K
ASN
133
Advisory Services Network
Georgia
$18K +$7.83K +650 +87%
BFEC
134
Benjamin F. Edwards & Company
Missouri
$16K
AWM
135
Avior Wealth Management
Nebraska
$15K
RA
136
Reby Advisors
Connecticut
$14K +$13.5K +1,118 New
MA
137
Montag & Associates
Georgia
$13K +$12K +1,000 New
NFG
138
Next Financial Group
Texas
$11K +$2.72K +226 +33%
LGA
139
Lebenthal Global Advisors
New York
$10K +$10.5K +869 New
PCA
140
Peddock Capital Advisors
Massachusetts
$9K +$8.43K +700 New
SPIA
141
Steward Partners Investment Advisory
New York
$8K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$6K -$411K -34,152 -99%
CBT
143
CoreFirst Bank & Trust
Kansas
$5K +$5.15K +428 New
PAM
144
Panagora Asset Management
Massachusetts
$4K -$16.6K -1,379 -83%
MF
145
Manchester Financial
California
$4K
BCWM
146
Bartlett & Co Wealth Management
Ohio
$3.19K
Northern Trust
147
Northern Trust
Illinois
$3K -$12K -1,000 -5%
BC
148
Bartlett & Co
Ohio
$3K
WLPWM
149
Walled Lake Planning & Wealth Management
Illinois
$1K -$698 -58 -48%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$1K