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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $372M invested in Eaton Vance Limited Duration Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

4% more capital invested

Capital invested by funds: $359M → $372M (+$12.9M)

0.48% more ownership

Funds ownership: 31.57%32.05% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 166150 (-16)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
150
Holders Change
-16
Holders Change %
-9.64%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
57
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Byrne Asset Management
New Jersey
$47.4K
GWSG
127
GPS Wealth Strategies Group
Colorado
$41K
MSWA
128
Marshall & Sterling Wealth Advisors
New York
$33.9K
AF
129
Allworth Financial
California
$28.7K -$172 -17 -0.6%
SGC
130
Slocum, Gordon & Co
Rhode Island
$21.9K
WBC
131
West Branch Capital
Massachusetts
$20.8K
CWP
132
Concord Wealth Partners
Virginia
$19.2K +$425 +42 +2%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$18.8K
CA
134
Crewe Advisors
Utah
$16.3K +$395 +39 +2%
BWL
135
Bogart Wealth LLC
Virginia
$15K
EWA
136
EverSource Wealth Advisors
Alabama
$15K
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$14.9K +$334 +33 +2%
GWM
138
Geneos Wealth Management
Colorado
$12.9K +$6.53K +645 +100%
KTC
139
Kentucky Trust Company
Kentucky
$9.96K
IWM
140
Inlight Wealth Management
Georgia
$5.82K +$5.9K +583 New
GWP
141
Gen-Wealth Partners
Michigan
$4.99K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$4.76K
JP Morgan Chase
143
JP Morgan Chase
New York
$3.77K -$10 -1 -0.3%
FFA
144
Farther Finance Advisors
California
$2.67K
BCWM
145
Bartlett & Co Wealth Management
Ohio
$2.54K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$2K
ADL
147
Asset Dedication LLC
California
$1.24K
CAWM
148
Capital A Wealth Management
Pennsylvania
$659 -$91 -9 -12%
TRCT
149
Tower Research Capital (TRC)
New York
$70 -$40 -4 -36%
LCM
150
Landscape Capital Management
New Jersey
-$243K -24,912 Closed