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EVV

Eaton Vance Limited Duration Income Fund

156 hedge funds and large institutions have $304M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 154156 (+2)

1.18% more ownership

Funds ownership: 26.74%27.93% (+1.2%)

0% more capital invested

Capital invested by funds: $302M → $304M (+$1.51M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
151
Bartlett & Co Wealth Management
Ohio
$2.39K
BC
152
Bartlett & Co
Ohio
$2K
FWM
153
Focused Wealth Management
New York
$1.05K
GRP
154
Global Retirement Partners
California
$1.04K
TRCT
155
Tower Research Capital (TRC)
New York
$47
Fidelity Investments
156
Fidelity Investments
Massachusetts
$9 +$9 +1 New
CFA
157
Compass Financial Advisors
Indiana
-$1.41M -143,395 Closed
HWM
158
Howard Wealth Management
Connecticut
-$1.04M -105,410 Closed
AAM
159
Advisors Asset Management
Colorado
-$920K -93,384 Closed
HF
160
HRT Financial
New York
-$482K -48,943 Closed
Jane Street
161
Jane Street
New York
-$370K -37,600 Closed
Goldman Sachs
162
Goldman Sachs
New York
-$276K -28,000 Closed
Citigroup
163
Citigroup
New York
-$197K -20,000 Closed
SPC
164
Sigma Planning Corp
Michigan
-$143K -14,553 Closed
CPRC
165
Consolidated Portfolio Review Corp
New York
-$135K -13,663 Closed
VF
166
Virtu Financial
New York
-$129K -13,114 Closed
GLA
167
Good Life Advisors
Pennsylvania
-$109K -11,092 Closed
AAS
168
Ameritas Advisory Services
Nebraska
-$70.1K -7,114 Closed
GI
169
Gradient Investments
Minnesota
-$35.2K -3,575 Closed
WAM
170
Worth Asset Management
Texas
-$14.8K -1,500 Closed
CTC
171
Central Trust Company
Missouri
-$7.49K -760 Closed
TWA
172
TCI Wealth Advisors
Arizona
-$1.38K -140 Closed