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EVV

Eaton Vance Limited Duration Income Fund

167 hedge funds and large institutions have $6.39B invested in Eaton Vance Limited Duration Income Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,074% more capital invested

Capital invested by funds: $294M → $6.39B (+$6.1B)

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 149167 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.3% more ownership

Funds ownership: 27.4%27.7% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
51
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Worth Asset Management
Texas
$14.1K
EWA
152
EverSource Wealth Advisors
Alabama
$14.1K +$14.5K +1,500 New
WBC
153
West Branch Capital
Massachusetts
$14.1K +$14.5K +1,500 New
CA
154
Crewe Advisors
Utah
$13.6K +$734 +76 +6%
RCM
155
Raleigh Capital Management
North Carolina
$13.1K +$966 +100 +8%
SIS
156
Sound Income Strategies
Florida
$9.01K -$12.6K -1,300 -58%
GGI
157
Godsey & Gibb Inc
Virginia
$5.63K +$5.8K +600 New
SPIA
158
Steward Partners Investment Advisory
New York
$5.13K -$24.3K -2,511 -82%
ADL
159
Asset Dedication LLC
California
$5K +$5.58K +578 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$4.57K +$97 +10 +2%
First Manhattan
161
First Manhattan
New York
$2.68K
BCWM
162
Bartlett & Co Wealth Management
Ohio
$2.39K
BC
163
Bartlett & Co
Ohio
$2K
FWM
164
Focused Wealth Management
New York
$1.05K
CAM
165
Cresset Asset Management
Illinois
$133
Fidelity Investments
166
Fidelity Investments
Massachusetts
$19 +$10 +1 +100%
RGF
167
Retirement Guys Formula
Ohio
-$162K -17,593 Closed
FFG
168
Ford Financial Group
California
-$126K -13,771 Closed
CWM
169
Cadence Wealth Management
Massachusetts
-$118K -12,832 Closed
DADC
170
D.A. Davidson & Co
Montana
-$102K -11,049 Closed
Millennium Management
171
Millennium Management
New York
-$97K -10,520 Closed
OIA
172
Optimum Investment Advisors
Illinois
-$23K -2,500 Closed
UB
173
UMB Bank
Missouri
-$21K -2,275 Closed
IAMOG
174
Investors Asset Management of Georgia
Georgia
-$18K -2,000 Closed
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
-$14K -1,550 Closed