We are live on
!
Find out more
EVV
Eaton Vance Limited Duration Income Fund
154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
8% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.96% less ownership
Funds ownership: 27.7% → 26.74% (-0.96%)
8% less funds holding
Funds holding: 167 → 154 (-13)
46% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 26
95% less capital invested
Capital invested by funds: $6.39B → $302M (-$6.09B)
Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
55
Reduced
51
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$4.82M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.06M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.58M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.26M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.12M |
Top Sellers
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$7.39M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.8M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.84M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
176
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$19.8K | -2,000 | Closed |
|
|
OWA
177
One Wealth Advisors
San Francisco,
California
| – | -$16.7K | -1,776 | Closed |
|
|
ADL
178
Asset Dedication LLC
San Francisco,
California
| – | -$5K | -578 | Closed |
|
179
Fidelity Investments
Boston,
Massachusetts
| – | -$19 | -2 | Closed |
|