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Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $575M invested in Eaton Vance Limited Duration Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

2.85% less ownership

Funds ownership: 42.03%39.18% (-2.9%)

6% less funds holding

Funds holding: 154145 (-9)

6% less capital invested

Capital invested by funds: $612M → $575M (-$36.5M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
54
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$20K +$4.21K +335 +26%
MRCM
127
M&R Capital Management
New Jersey
$17K +$17.6K +1,400 New
AWM
128
Avior Wealth Management
Nebraska
$15K
MA
129
Montag & Associates
Georgia
$13K
APA
130
American Portfolios Advisors
New York
$12.9K -$14.5K -1,150 -53%
M1FG
131
Mach-1 Financial Group
Arkansas
$12K -$12.6K -1,000 -50%
NFG
132
Next Financial Group
Texas
$12K
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$12K +$11.5K +912 New
FF
134
FourThought Financial
Florida
$11K -$11.6K -925 -50%
SWM
135
Spire Wealth Management
Virginia
$11K +$11.2K +893 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$6K
CBT
137
CoreFirst Bank & Trust
Kansas
$5K
MF
138
Manchester Financial
California
$4K
PAM
139
Panagora Asset Management
Massachusetts
$4K +$516 +41 +14%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$3.22K
BC
141
Bartlett & Co
Ohio
$3K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K
FWM
143
Focused Wealth Management
New York
$1K
COLIM
144
City of London Investment Management
United Kingdom
-$4.47M -356,817 Closed
CCFM
145
Clear Creek Financial Management
Washington
-$991K -79,128 Closed
QC
146
Quantedge Capital
Singapore
-$392K -31,278 Closed
PMFA
147
Plante Moran Financial Advisors
Michigan
-$377K -30,107 Closed
LCM
148
Landscape Capital Management
New Jersey
-$272K -21,683 Closed
Northern Trust
149
Northern Trust
Illinois
-$3K -20,500 Closed
SS
150
Simplicity Solutions
Minnesota
-$244K -19,460 Closed