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EVV

Eaton Vance Limited Duration Income Fund
EVV

150 hedge funds and large institutions have $333M invested in Eaton Vance Limited Duration Income Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0.1% more ownership

Funds ownership: 27.65% → 27.75% (+0.1%)

3% less funds holding

Funds holding: 155 → 150 (-5)

11% less capital invested

Capital invested by funds: $375M → $333M (-$41.7M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
150
Holders Change
-5
Holders Change %
-3.23%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
52
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$6.38M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.85M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.65M
4
CF
Centaurus Financial
California
+$1.84M
5
CAN
Cetera Advisor Networks
California
+$1.03M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$5.86M
2
AWA
Arete Wealth Advisors
Illinois
-$5.28M
3
Bank of America
Bank of America
North Carolina
-$1.92M
4
CA
Cetera Advisors
Colorado
-$889K
5
SCM
Saba Capital Management
New York
-$874K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFP Advisors
Florida
$30K – – –
OIA
127
Optimum Investment Advisors
Illinois
$26K – – –
SIS
128
Sound Income Strategies
Florida
$23K – – –
GRP
129
Global Retirement Partners
California
$22K – – –
CT
130
Cambridge Trust
Massachusetts
$21K – – –
TH
131
TCTC Holdings
Texas
$21K – – –
IAMOG
132
Investors Asset Management of Georgia
Georgia
$21K +$21.4K +2,000 New
WWMSC
133
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$16.6K +1,550 New
WAM
134
Worth Asset Management
Texas
$15K – – –
CWP
135
Concord Wealth Partners
Virginia
$15K +$439 +41 +3%
RCM
136
Raleigh Capital Management
North Carolina
$13K +$1.07K +100 +8%
EIP
137
Ellis Investment Partners
Pennsylvania
$11K +$321 +30 +3%
MRCM
138
M&R Capital Management
New Jersey
$10K -$4.28K -400 -29%
M1FG
139
Mach-1 Financial Group
Arkansas
$10K -$21 -2 -0.2%
AIP
140
Ahrens Investment Partners
Louisiana
$10K – – –
SPIA
141
Steward Partners Investment Advisory
New York
$6K – – –
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$5K -$13.4K -1,250 -72%
BC
143
Bartlett & Co
Ohio
$3K – – –
BCWM
144
Bartlett & Co Wealth Management
Ohio
$2.63K – – –
First Manhattan
145
First Manhattan
New York
$2K -$3.06K -286 -50%
FWM
146
Focused Wealth Management
New York
$1K – – –
IAIM
147
International Assets Investment Management
Florida
$338 +$202K +18,846 +136%
BRWM
148
B. Riley Wealth Management
Tennessee
$211 +$27K +2,518 +14%
SCM
149
Saba Capital Management
New York
– -$874K -74,738 Closed
SFS
150
Shaker Financial Services
Virginia
– -$609K -52,018 Closed
3 4 5
6
7