We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

156 hedge funds and large institutions have $304M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 154156 (+2)

1.18% more ownership

Funds ownership: 26.74%27.93% (+1.2%)

0% more capital invested

Capital invested by funds: $302M → $304M (+$1.51M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$73.9K -$3.56K -383 -5%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$61.5K -$2.25M -242,243 -97%
EC
128
Elequin Capital
New York
$47.7K +$47.4K +5,099 New
BAM
129
Byrne Asset Management
New Jersey
$44K
AF
130
Allworth Financial
California
$31.4K
SPIA
131
Steward Partners Investment Advisory
New York
$28.1K +$22.8K +2,457 +450%
OLVIG
132
Oliver Lagore Vanvalin Investment Group
Michigan
$28.1K
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$27.1K
SGC
134
Slocum, Gordon & Co
Rhode Island
$20.5K
WBC
135
West Branch Capital
Massachusetts
$18.9K
MRCM
136
M&R Capital Management
New Jersey
$18.7K
TH
137
TCTC Holdings
Texas
$18.7K
IA
138
IFP Advisors
Florida
$18.1K +$446 +48 +3%
KTC
139
Kistler-Tiffany Companies
Pennsylvania
$15.9K +$15.8K +1,700 New
CWP
140
Concord Wealth Partners
Virginia
$15.3K +$372 +40 +3%
EWA
141
EverSource Wealth Advisors
Alabama
$14K
CA
142
Crewe Advisors
Utah
$13.6K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$13K +$8.41K +905 +186%
RCM
144
Raleigh Capital Management
North Carolina
$10.3K -$2.79K -300 -21%
AssetMark Inc
145
AssetMark Inc
California
$9.3K +$9.24K +994 New
SIS
146
Sound Income Strategies
Florida
$8.99K
JP Morgan Chase
147
JP Morgan Chase
New York
$8.43K -$508K -54,649 -98%
GGI
148
Godsey & Gibb Inc
Virginia
$5.62K
CIA
149
Cape Investment Advisory
Georgia
$4.68K
First Manhattan
150
First Manhattan
New York
$2.67K