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EVV

Eaton Vance Limited Duration Income Fund

167 hedge funds and large institutions have $6.39B invested in Eaton Vance Limited Duration Income Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,074% more capital invested

Capital invested by funds: $294M → $6.39B (+$6.1B)

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 149167 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.3% more ownership

Funds ownership: 27.4%27.7% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
51
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
126
STALEY CAPITAL ADVISERS
Pennsylvania
$110K +$560 +58 +0.5%
WAM
127
WealthTrust Asset Management
Florida
$106K -$1.29K -134 -1%
GLA
128
Good Life Advisors
Pennsylvania
$104K -$3.95K -409 -4%
CA
129
Claro Advisors
Massachusetts
$104K
PAG
130
Private Advisor Group
New Jersey
$100K +$153K +15,867 New
P
131
&Partners
Tennessee
$98.6K +$2.01K +208 +2%
Citadel Advisors
132
Citadel Advisors
Florida
$97.2K +$100K +10,353 New
PA
133
PFG Advisors
Arizona
$94.5K
CFGS
134
Concourse Financial Group Securities
Alabama
$79.7K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$79K +$19.8K +2,051 +32%
TWM
136
Tradition Wealth Management
Minnesota
$73K +$75.1K +7,773 New
JP Morgan Chase
137
JP Morgan Chase
New York
$66K +$67.6K +7,000 New
DIP
138
DT Investment Partners
Pennsylvania
$49.8K +$51.3K +5,305 New
BAM
139
Byrne Asset Management
New Jersey
$45.5K +$966 +100 +2%
LC
140
Lindbrook Capital
California
$40K
EE
141
EWG Elevate
California
$35.3K +$36.3K +3,758 New
AF
142
Allworth Financial
California
$31.5K
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$27.2K +$28K +2,900 New
IA
144
IFP Advisors
Florida
$26K -$87 -9 -0.4%
GRP
145
Global Retirement Partners
California
$20.2K
AWM
146
Accurate Wealth Management
Florida
$19.8K +$19.3K +2,000 New
TH
147
TCTC Holdings
Texas
$18.8K
OLVIG
148
Oliver Lagore Vanvalin Investment Group
Michigan
$18.8K +$19.3K +2,000 New
OWA
149
One Wealth Advisors
California
$16.7K +$17.2K +1,776 New
CWP
150
Concord Wealth Partners
Virginia
$14.5K +$14.9K +1,542 New