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Eaton Vance Limited Duration Income Fund

131 hedge funds and large institutions have $468M invested in Eaton Vance Limited Duration Income Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $452M → $468M (+$16.2M)

1% more funds holding

Funds holding: 130131 (+1)

0.46% more ownership

Funds ownership: 28.15%28.61% (+0.46%)

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
51
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$95.6M -$1.02M -73,309 -1%
UBS Group
2
UBS Group
Switzerland
$64M +$1.4M +100,007 +2%
RCM
3
Rivernorth Capital Management
Florida
$45.2M +$188K +13,494 +0.4%
SIA
4
Sit Investment Associates
Minnesota
$31.9M +$1.32M +94,549 +4%
RVPG
5
Relative Value Partners Group
$29.5M +$308K +22,044 +1%
Invesco
6
Invesco
Georgia
$20.4M -$2.34M -167,448 -10%
1CP
7
1607 Capital Partners
Virginia
$13.9M -$440K -31,500 -3%
Bank of America
8
Bank of America
North Carolina
$13.5M +$99K +7,098 +0.7%
AWMS
9
Advocacy Wealth Management Services
Georgia
$11.1M -$526K -37,717 -5%
PPA
10
Parametric Portfolio Associates
Washington
$9.55M +$9.45M +676,994 New
CP
11
Camelot Portfolios
Ohio
$9.21M +$92.5K +6,631 +1%
Cohen & Steers
12
Cohen & Steers
New York
$7.95M +$486K +34,853 +7%
Ameriprise
13
Ameriprise
Minnesota
$6.8M -$293K -20,975 -4%
Wells Fargo
14
Wells Fargo
California
$6.36M -$513K -36,786 -8%
VIA
15
Vident Investment Advisory
Georgia
$6.11M +$909K +65,170 +18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.45M -$175K -12,544 -3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$5.32M
HighTower Advisors
18
HighTower Advisors
Illinois
$4.15M +$36.2K +2,591 +0.9%
FFA
19
First Foundation Advisors
California
$3.97M -$643K -46,070 -14%
ZA
20
Zazove Associates
Nevada
$3.86M +$304K +21,800 +9%
Citigroup
21
Citigroup
New York
$3.58M +$36.3K +2,603 +1%
AAM
22
Advisors Asset Management
Colorado
$3.37M -$2.24M -160,610 -40%
Creative Planning
23
Creative Planning
Kansas
$3.15M +$59.7K +4,275 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.97M +$664K +47,578 +29%
WIA
25
Westbourne Investment Advisors
Maryland
$2.83M +$90.2K +6,463 +3%