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Eaton Vance Limited Duration Income Fund
150 hedge funds and large institutions have $493M invested in Eaton Vance Limited Duration Income Fund in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
22% more funds holding
Funds holding: 123 → 150 (+27)
18% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 40
1.79% more ownership
Funds ownership: 28.95% → 30.74% (+1.8%)
3% more capital invested
Capital invested by funds: $478M → $493M (+$15.6M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
150
Holders Change
+27
Holders Change %
+21.95%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
36
Increased
47
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$16.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.83M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.38M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$712K |
| 5 |
Citigroup
New York
|
-$705K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1IA
151
1834 Investment Advisors
Milwaukee,
Wisconsin
| $1K | – | – | – |
|
|
152
William Blair & Company
Chicago,
Illinois
| – | -$712K | -50,742 | Closed |
|
|
NPC
153
National Planning Corporation
El Segundo,
California
| – | -$630K | -44,922 | Closed |
|
|
ICOA
154
Investment Centers of America
Bismarck,
North Dakota
| – | -$324K | -23,070 | Closed |
|
|
V
155
Veritable
Wilmington,
Delaware
| – | -$285K | -20,285 | Closed |
|
|
YP
156
Yellowstone Partners
Idaho Falls,
Idaho
| – | -$239K | -17,017 | Closed |
|
|
BFA
157
Benedict Financial Advisors
Atlanta,
Georgia
| – | -$155K | -11,038 | Closed |
|
158
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$44K | -3,119 | Closed |
|
|
PCM
159
Penserra Capital Management
Orinda,
California
| – | -$21K | -1,536 | Closed |
|
|
NFG
160
Next Financial Group
Houston,
Texas
| – | -$2K | -151 | Closed |
|
|
SIS
161
Sound Income Strategies
Ft Lauderdale,
Florida
| – | +$14 | +1 | New |
|
|
PFA
162
Pathway Financial Advisors
South Burlington,
Vermont
| – | +$151 | +11 | New |
|