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EVV

Eaton Vance Limited Duration Income Fund

112 hedge funds and large institutions have $339M invested in Eaton Vance Limited Duration Income Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 110112 (+2)

0.64% more ownership

Funds ownership: 19.16%19.8% (+0.64%)

3% less capital invested

Capital invested by funds: $351M → $339M (-$11.5M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
34
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M +$4.82M +319,275 +4%
U
2
UBS
Switzerland
$42.6M +$6.78M +449,624 +18%
Invesco
3
Invesco
Georgia
$29.7M +$223K +14,792 +0.7%
SIA
4
Sit Investment Associates
Minnesota
$20.6M +$1.55M +103,048 +8%
PPA
5
Parametric Portfolio Associates
Washington
$11.2M -$1.32M -87,503 -10%
RVP
6
Relative Value Partners
Illinois
$9.77M +$11.3K +746 +0.1%
Bank of America
7
Bank of America
North Carolina
$8.99M +$1.75K +116 +0%
GC
8
Guggenheim Capital
Illinois
$7.23M -$1.35M -89,645 -15%
AAM
9
Advisors Asset Management
Colorado
$7.18M +$2.13M +140,952 +40%
Ameriprise
10
Ameriprise
Minnesota
$6.94M +$1.47M +97,282 +26%
Deutsche Bank
11
Deutsche Bank
Germany
$6.89M +$1.41M +93,375 +25%
CP
12
Camelot Portfolios
Ohio
$5.59M +$646K +42,858 +13%
HK
13
Horizon Kinetics
New York
$5.24M -$111K -7,352 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.75M -$7.75K -514 -0.2%
LPL Financial
15
LPL Financial
California
$3.95M -$236K -15,623 -5%
RCM
16
Rivernorth Capital Management
Florida
$3.82M -$363K -24,064 -8%
SCM
17
Saba Capital Management
New York
$3.5M -$3.98M -263,728 -52%
ZA
18
Zazove Associates
Nevada
$2.94M
SAM
19
Selway Asset Management
$2.54M -$1.05M -69,300 -29%
CIA
20
Capital Investment Advisors
Georgia
$2.4M -$101K -6,705 -4%
Stifel Financial
21
Stifel Financial
Missouri
$2.29M +$1.79K +119 +0.1%
SFS
22
Shaker Financial Services
Virginia
$2.14M +$1.11M +73,586 +100%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.11M -$2.35K -156 -0.1%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.73M +$773K +51,236 +76%
IAS
25
IMA Advisory Services
Colorado
$1.7M +$151K +9,980 +9%