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Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.89% less ownership

Funds ownership: 32.57%31.67% (-0.89%)

3% less capital invested

Capital invested by funds: $369M → $359M (-$10M)

6% less funds holding

Funds holding: 153144 (-9)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
144
Holders Change
-9
Holders Change %
-5.88%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
57
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$20.8K +$493 +51 +2%
WBC
127
West Branch Capital
Massachusetts
$20.3K
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$19.5K -$2.42K -250 -11%
CWP
129
Concord Wealth Partners
Virginia
$17.5K +$416 +43 +2%
CA
130
Crewe Advisors
Utah
$14.8K +$358 +37 +2%
EWA
131
EverSource Wealth Advisors
Alabama
$14.8K
BWL
132
Bogart Wealth LLC
Virginia
$14.6K
ADL
133
Asset Dedication LLC
California
$6.73K +$6.68K +691 New
SPIA
134
Steward Partners Investment Advisory
New York
$5.32K
GWP
135
Gen-Wealth Partners
Michigan
$4.87K
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$4.64K
HNB
137
Hilltop National Bank
Wyoming
$3.51K
BCWM
138
Bartlett & Co Wealth Management
Ohio
$2.48K
CIA
139
Cape Investment Advisory
Georgia
$1.2K +$1.19K +123 New
GRP
140
Global Retirement Partners
California
$1.08K -$4.4K -455 -80%
HB
141
Horizon Bancorp
Indiana
$1K -$2.12K -219 -58%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K
TRCT
143
Tower Research Capital (TRC)
New York
$107 +$58 +6 +120%
FFA
144
Frazier Financial Advisors
Ohio
$69
RVPG
145
Relative Value Partners Group
-$7.2M -741,822 Closed
COLIM
146
City of London Investment Management
United Kingdom
-$2.74M -281,261 Closed
AGM
147
Alpine Global Management
New York
-$931K -95,444 Closed
CF
148
Centaurus Financial
California
-$457K -46,879 Closed
Jane Street
149
Jane Street
New York
-$278K -28,549 Closed
AI
150
AXS Investments
New York
-$224K -23,000 Closed