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Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $575M invested in Eaton Vance Limited Duration Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

2.85% less ownership

Funds ownership: 42.03%39.18% (-2.9%)

6% less funds holding

Funds holding: 154145 (-9)

6% less capital invested

Capital invested by funds: $612M → $575M (-$36.5M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
54
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cornerstone Wealth Management
Missouri
-$211K -16,841 Closed
WGA
152
Weather Gauge Advisory
Virginia
-$146K -11,628 Closed
BFG
153
Berger Financial Group
Minnesota
-$143K -11,375 Closed
WIA
154
Westbourne Investment Advisors
Maryland
-$136K -10,875 Closed
RCM
155
Robinson Capital Management
Michigan
-$115K -9,300 Closed
AWG
156
Altus Wealth Group
Colorado
-$103K -8,183 Closed
PWPS
157
Pinnacle Wealth Planning Services
Ohio
-$63K -5,047 Closed
OIM
158
Oder Investment Management
California
-$35K -2,762 Closed
SIS
159
Sound Income Strategies
Florida
-$28K -2,260 Closed
FWM
160
FSA Wealth Management
Massachusetts
-$24K -1,900 Closed
BWL
161
Bogart Wealth LLC
Virginia
-$19K -1,582 Closed
ASN
162
Advisory Services Network
Georgia
-$18K -1,400 Closed
LGA
163
Lebenthal Global Advisors
New York
-$10K -869 Closed
PCA
164
Peddock Capital Advisors
Massachusetts
-$9K -700 Closed
WLPWM
165
Walled Lake Planning & Wealth Management
Illinois
-$1K -62 Closed
DAC
166
Dividend Assets Capital
South Carolina
-$1K -58 Closed
CHA
167
Carmichael Hill & Associates
Maryland
+$13 +1 +6%
SN
168
Sittner & Nelson
Oregon
+$252 +20 New