EVV

Eaton Vance Limited Duration Income Fund

163 hedge funds and large institutions have $436M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
60
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
126
Byrne Asset Management
New Jersey
$46K +$46K +4,750 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$42K -$76.6K -7,911 -65%
GWSG
128
GPS Wealth Strategies Group
Colorado
$39.3K -$110K -11,485 -74%
OLVIG
129
Oliver Lagore Vanvalin Investment Group
Michigan
$28.7K
AF
130
Allworth Financial
California
$21.6K -$10.5K -1,100 -33%
SGC
131
Slocum, Gordon & Co
Rhode Island
$21K
WBC
132
West Branch Capital
Massachusetts
$19.5K +$153 +16 +0.8%
IA
133
IFP Advisors
Florida
$19.4K +$479 +50 +3%
TH
134
TCTC Holdings
Texas
$19.2K
MRCM
135
M&R Capital Management
New Jersey
$19.2K
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$19.1K +$105 +11 +0.6%
CWP
137
Concord Wealth Partners
Virginia
$16.4K +$402 +42 +3%
MSWM
138
McGlone Suttner Wealth Management
Wisconsin
$16.3K +$16.3K +1,700 New
BWM
139
Baystate Wealth Management
Massachusetts
$14.6K +$14.6K +1,524 New
EWA
140
EverSource Wealth Advisors
Alabama
$14.4K
HIA
141
Harbor Investment Advisory
Maryland
$14.4K +$14.4K +1,500 New
BWL
142
Bogart Wealth LLC
Virginia
$14.4K +$14.4K +1,500 New
CA
143
Crewe Advisors
Utah
$13.9K +$10 +1 +0.1%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$12.4K +$7.82K +816 +171%
SWM
145
Sugarloaf Wealth Management
Georgia
$11.6K +$11.6K +1,214 New
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$9.82K +$9.82K +1,025 New
SIS
147
Sound Income Strategies
Florida
$9.2K
LA
148
LM Advisors
California
$7.19K +$7.19K +750 New
HGA
149
Hobbs Group Advisors
South Carolina
$6.23K +$6.23K +650 New
CT
150
Cambridge Trust
Massachusetts
$5.75K +$5.75K +600 New