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EVV

Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 27.7%26.74% (-0.96%)

8% less funds holding

Funds holding: 167154 (-13)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

95% less capital invested

Capital invested by funds: $6.39B → $302M (-$6.09B)

Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
55
Reduced
51
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
Gradient Investments
Minnesota
$35.2K +$35.9K +3,575 New
AF
127
Allworth Financial
California
$33K
OLVIG
128
Oliver Lagore Vanvalin Investment Group
Michigan
$29.6K +$10K +1,000 +50%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$28.6K
IA
130
IFP Advisors
Florida
$24.1K -$1.46K -145 -7%
SGC
131
Slocum, Gordon & Co
Rhode Island
$21.6K -$12.7K -1,265 -37%
WBC
132
West Branch Capital
Massachusetts
$19.8K +$5.17K +515 +34%
TH
133
TCTC Holdings
Texas
$19.7K
MRCM
134
M&R Capital Management
New Jersey
$19.7K +$20.1K +2,000 New
CWP
135
Concord Wealth Partners
Virginia
$15.6K +$472 +47 +3%
EWA
136
EverSource Wealth Advisors
Alabama
$14.8K
WAM
137
Worth Asset Management
Texas
$14.8K
CA
138
Crewe Advisors
Utah
$14.3K +$30 +3 +0.2%
RCM
139
Raleigh Capital Management
North Carolina
$13.8K
AIP
140
Ahrens Investment Partners
Louisiana
$9.85K +$10K +1,000 New
SIS
141
Sound Income Strategies
Florida
$9.46K
CTC
142
Central Trust Company
Missouri
$7.49K +$7.63K +760 New
GGI
143
Godsey & Gibb Inc
Virginia
$5.91K
SPIA
144
Steward Partners Investment Advisory
New York
$5.38K
CIA
145
Cape Investment Advisory
Georgia
$4.92K +$5.02K +500 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$4.79K
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$3.38K +$135K +13,439 +4%
BC
148
Bartlett & Co
Ohio
$3K
First Manhattan
149
First Manhattan
New York
$2.81K
BCWM
150
Bartlett & Co Wealth Management
Ohio
$2.51K