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Eaton Vance Limited Duration Income Fund

130 hedge funds and large institutions have $452M invested in Eaton Vance Limited Duration Income Fund in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 128130 (+2)

0% more capital invested

Capital invested by funds: $451M → $452M (+$1.18M)

0.17% more ownership

Funds ownership: 27.98%28.15% (+0.17%)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
20
Increased
42
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$94.8M +$9.46M +676,500 +11%
UBS Group
2
UBS Group
Switzerland
$61.4M +$3.19M +228,014 +5%
RCM
3
Rivernorth Capital Management
Florida
$44.2M -$3.12M -222,900 -7%
SIA
4
Sit Investment Associates
Minnesota
$30M +$28K +2,000 +0.1%
RVPG
5
Relative Value Partners Group
$28.7M -$1.24M -88,371 -4%
Invesco
6
Invesco
Georgia
$22.3M -$1.12M -79,740 -5%
1CP
7
1607 Capital Partners
Virginia
$14M +$141K +10,100 +1%
Bank of America
8
Bank of America
North Carolina
$13.1M -$1.14M -81,811 -8%
AWMS
9
Advocacy Wealth Management Services
Georgia
$11.4M -$362K -25,893 -3%
CP
10
Camelot Portfolios
Ohio
$8.94M +$587K +42,003 +7%
Cohen & Steers
11
Cohen & Steers
New York
$7.31M +$1.65M +117,742 +29%
Ameriprise
12
Ameriprise
Minnesota
$6.96M +$921K +65,867 +15%
Wells Fargo
13
Wells Fargo
California
$6.74M -$410K -29,294 -6%
AAM
14
Advisors Asset Management
Colorado
$5.53M -$3.24M -231,340 -37%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.52M -$523K -37,410 -9%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$5.22M
VIA
17
Vident Investment Advisory
Georgia
$5.1M -$99.4K -7,108 -2%
FFA
18
First Foundation Advisors
California
$4.53M -$184K -13,189 -4%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.03M +$163K +11,680 +4%
YMRC
20
Yorktown Management & Research Company
Virginia
$4.01M
ZA
21
Zazove Associates
Nevada
$3.49M
Citigroup
22
Citigroup
New York
$3.48M -$9.51K -680 -0.3%
CPIG
23
Chicago Partners Investment Group
Illinois
$3.26M +$3.21M +229,268 +3,444%
Creative Planning
24
Creative Planning
Kansas
$3.03M -$63.3K -4,525 -2%
CBA
25
Coastal Bridge Advisors
Connecticut
$2.69M +$309K +22,111 +13%