We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

166 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 144166 (+22)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

1.15% more ownership

Funds ownership: 30.42%31.57% (+1.2%)

3% less capital invested

Capital invested by funds: $371M → $359M (-$12.4M)

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$3.7K +$3.87K +379 New
CAS
152
Coppell Advisory Solutions
Texas
$3.13K +$3.26K +319 New
HBW
153
Hazlett, Burt & Watson
West Virginia
$3K +$3.64K +356 New
FFA
154
Farther Finance Advisors
California
$2.6K -$30.7K -3,007 -92%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$2.49K
TSMHT
156
Thurston Springer Miller Herd & Titak
Indiana
$2.44K
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$2K
ADL
158
Asset Dedication LLC
California
$1.21K
GRP
159
Global Retirement Partners
California
$1.08K
CAWM
160
Capital A Wealth Management
Pennsylvania
$733 +$766 +75 New
WA
161
WPG Advisers
Maryland
$205 +$215 +21 New
NS
162
NBC Securities
Alabama
$169 -$177K -17,283 -100%
TRCT
163
Tower Research Capital (TRC)
New York
$107
FFA
164
Frazier Financial Advisors
Ohio
$73
Fidelity Investments
165
Fidelity Investments
Massachusetts
$20 +$20 +2 New
NAS
166
NWF Advisory Services
California
-$1.23M -116,950 Closed
RC
167
Rareview Capital
Nevada
-$776K -73,810 Closed
Kovitz Investment Group Partners
168
Kovitz Investment Group Partners
Illinois
-$547K -52,036 Closed
WS
169
Wela Strategies
Georgia
-$474K -45,107 Closed
UBS AM
170
UBS AM
Illinois
-$210K -20,000 Closed
IAIM
171
International Assets Investment Management
Florida
-$1.59K -16,711 Closed
WA
172
Waverly Advisors
Alabama
-$172K -16,320 Closed
VAM
173
Verity Asset Management
North Carolina
-$169K -16,061 Closed
EH
174
Equitable Holdings
New York
-$115K -10,901 Closed
AWM
175
Avior Wealth Management
Nebraska
-$57.7K -5,492 Closed