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Eaton Vance Limited Duration Income Fund

125 hedge funds and large institutions have $420M invested in Eaton Vance Limited Duration Income Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

4% more capital invested

Capital invested by funds: $405M → $420M (+$14.8M)

0.62% more ownership

Funds ownership: 26.3%26.91% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 139125 (-14)

61% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 23

Holders
125
Holders Change
-14
Holders Change %
-10.07%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
44
Reduced
38
Closed
23
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 -$2.34M -187,993 -3%
UBS Group
2
UBS Group
Switzerland
$50M -$2.47M -198,212 -5%
RVPG
3
Relative Value Partners Group
$31.2M -$792K -63,596 -3%
RCM
4
Rivernorth Capital Management
Florida
$29.2M +$2.28M +182,705 +9%
SIA
5
Sit Investment Associates
Minnesota
$23.8M -$1.04M -83,723 -4%
Invesco
6
Invesco
Georgia
$22M -$104K -8,360 -0.5%
AAM
7
Advisors Asset Management
Colorado
$16M -$1.09M -87,113 -7%
PPA
8
Parametric Portfolio Associates
Washington
$15.6M +$369K +29,593 +3%
1CP
9
1607 Capital Partners
Virginia
$10.9M +$10.3M +824,756 New
Bank of America
10
Bank of America
North Carolina
$10.5M +$2.34M +187,973 +31%
Lazard Asset Management
11
Lazard Asset Management
New York
$10.3M
LCM
12
Laurion Capital Management
New York
$8.51M +$2.65M +212,686 +49%
AWMS
13
Advocacy Wealth Management Services
Georgia
$7.16M +$2.26M +181,402 +50%
LPL Financial
14
LPL Financial
California
$7.1M -$101K -8,076 -1%
CP
15
Camelot Portfolios
Ohio
$6.7M -$18.5K -1,488 -0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.56M +$46.2K +3,709 +0.8%
YMRC
17
Yorktown Management & Research Company
Virginia
$5.27M
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.93M +$3.28M +263,000 +237%
SCM
19
Saba Capital Management
New York
$4.83M +$4.57M +366,801 New
Ameriprise
20
Ameriprise
Minnesota
$4.74M -$1.55M -124,297 -26%
FFA
21
First Foundation Advisors
California
$4.44M +$486K +39,006 +13%
HK
22
Horizon Kinetics
New York
$4.08M +$511K +41,028 +15%
Wells Fargo
23
Wells Fargo
California
$3.22M +$350K +28,127 +13%
HighTower Advisors
24
HighTower Advisors
Illinois
$3M +$246K +19,701 +9%
Stifel Financial
25
Stifel Financial
Missouri
$2.89M +$1.14M +91,465 +72%