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Eaton Vance Limited Duration Income Fund

166 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 144166 (+22)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

1.15% more ownership

Funds ownership: 30.42%31.57% (+1.2%)

3% less capital invested

Capital invested by funds: $371M → $359M (-$12.4M)

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oarsman Capital
Wisconsin
$63.3K -$34.3K -3,353 -34%
SIS
127
Sound Income Strategies
Florida
$62.5K +$5.61K +549 +9%
BAM
128
Byrne Asset Management
New Jersey
$46.4K
GWSG
129
GPS Wealth Strategies Group
Colorado
$40.1K
CIA
130
Cape Investment Advisory
Georgia
$36.1K -$20.4K -2,000 -35%
IA
131
IFP Advisors
Florida
$33.3K -$5.79K -567 -14%
MSWA
132
Marshall & Sterling Wealth Advisors
New York
$33.2K +$34.7K +3,400 New
AF
133
Allworth Financial
California
$30K +$123 +12 +0.4%
OLVIG
134
Oliver Lagore Vanvalin Investment Group
Michigan
$29.3K
SGC
135
Slocum, Gordon & Co
Rhode Island
$21.4K -$1.53K -150 -6%
WBC
136
West Branch Capital
Massachusetts
$20.3K
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$20.1K
CWP
138
Concord Wealth Partners
Virginia
$18.4K +$439 +43 +2%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$16.2K +$17K +1,663 New
CA
140
Crewe Advisors
Utah
$15.6K +$378 +37 +2%
BWL
141
Bogart Wealth LLC
Virginia
$14.7K
EWA
142
EverSource Wealth Advisors
Alabama
$14.7K
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$14.3K +$337 +33 +2%
FFO
144
Fortitude Family Office
Arizona
$13.6K -$17.9K -1,750 -56%
KTC
145
Kentucky Trust Company
Kentucky
$9.75K +$10.2K +998 New
PA
146
Parallel Advisors
California
$9.75K +$10.2K +998 New
GWM
147
Geneos Wealth Management
Colorado
$6.3K +$6.59K +645 New
GWP
148
Gen-Wealth Partners
Michigan
$4.88K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$4.66K
DRP
150
Decker Retirement Planning
Utah
$3.91K +$4.09K +400 New