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Eaton Vance Limited Duration Income Fund

139 hedge funds and large institutions have $405M invested in Eaton Vance Limited Duration Income Fund in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

11% more funds holding

Funds holding: 125139 (+14)

9% more capital invested

Capital invested by funds: $371M → $405M (+$34.2M)

2% more ownership

Funds ownership: 24.29%26.3% (+2%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
26
Increased
41
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.5M -$3.25M -253,510 -4%
UBS Group
2
UBS Group
Switzerland
$50.9M +$1.69M +131,610 +3%
RVPG
3
Relative Value Partners Group
$32M +$11.3M +882,539 +54%
RCM
4
Rivernorth Capital Management
Florida
$26M +$2.68M +208,664 +11%
SIA
5
Sit Investment Associates
Minnesota
$24.1M -$844K -65,811 -3%
Invesco
6
Invesco
Georgia
$21.4M -$501K -39,079 -2%
AAM
7
Advisors Asset Management
Colorado
$16.6M +$640K +49,924 +4%
PPA
8
Parametric Portfolio Associates
Washington
$14.7M +$4.98M +388,800 +51%
Lazard Asset Management
9
Lazard Asset Management
New York
$10.7M
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$8.29M +$23.6K +1,837 +0.3%
Bank of America
11
Bank of America
North Carolina
$7.75M +$100K +7,808 +1%
LPL Financial
12
LPL Financial
California
$6.99M +$4.16M +324,268 +144%
CP
13
Camelot Portfolios
Ohio
$6.51M +$737K +57,450 +13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.3M -$321K -25,056 -5%
Ameriprise
15
Ameriprise
Minnesota
$6.16M -$2.86M -223,465 -32%
LCM
16
Laurion Capital Management
New York
$5.52M +$4.02M +313,716 +263%
YMRC
17
Yorktown Management & Research Company
Virginia
$5.1M -$538K -42,000 -10%
AWMS
18
Advocacy Wealth Management Services
Georgia
$4.62M +$4.64M +362,045 New
AA
19
AQR Arbitrage
Connecticut
$4.13M +$190K +14,784 +5%
FFA
20
First Foundation Advisors
California
$3.8M +$1.17M +90,927 +44%
HK
21
Horizon Kinetics
New York
$3.42M +$159K +12,381 +5%
VIA
22
Vident Investment Advisory
Georgia
$3.25M -$456K -35,598 -12%
Wells Fargo
23
Wells Fargo
California
$2.76M +$1.96K +153 +0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.65M +$183K +14,298 +7%
ZA
25
Zazove Associates
Nevada
$2.58M