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Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% more capital invested

Capital invested by funds: $359M → $371M (+$12.5M)

0% more funds holding

Funds holding: 144144 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.26% less ownership

Funds ownership: 31.67%30.42% (-1.3%)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
126
Concord Wealth Partners
Virginia
$19.4K +$442 +44 +2%
CA
127
Crewe Advisors
Utah
$16.4K +$362 +36 +2%
BWL
128
Bogart Wealth LLC
Virginia
$15.8K
EWA
129
EverSource Wealth Advisors
Alabama
$15.8K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$15K -$44.4K -4,416 -76%
TCOV
131
Trust Company of Vermont
Vermont
$11.6K +$11.1K +1,100 New
MA
132
Montag & Associates
Georgia
$7.16K +$6.84K +681 New
GWP
133
Gen-Wealth Partners
Michigan
$5.14K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$5.01K
BCWM
135
Bartlett & Co Wealth Management
Ohio
$2.68K
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$2.63K +$2.51K +250 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$2K +$553 +55 +40%
IAIM
138
International Assets Investment Management
Florida
$1.59K -$613K -60,982 -78%
ADL
139
Asset Dedication LLC
California
$1.3K -$5.7K -567 -82%
GRP
140
Global Retirement Partners
California
$1.17K
HB
141
Horizon Bancorp
Indiana
$1K -$462 -46 -29%
TRCT
142
Tower Research Capital (TRC)
New York
$116
FFA
143
Frazier Financial Advisors
Ohio
$76
NFA
144
Northwest Financial Advisors
Virginia
$11 +$10 +1 New
AWA
145
Arete Wealth Advisors
Illinois
-$6.49M -665,996 Closed
OFG
146
Oxford Financial Group
Indiana
-$2.2M -226,137 Closed
1CP
147
1607 Capital Partners
Virginia
-$1.2M -123,000 Closed
AA
148
AQR Arbitrage
Connecticut
-$989K -101,553 Closed
Calamos Advisors
149
Calamos Advisors
Illinois
-$379K -38,916 Closed
Walleye Capital
150
Walleye Capital
New York
-$248K -25,450 Closed