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Eaton Vance Limited Duration Income Fund

123 hedge funds and large institutions have $478M invested in Eaton Vance Limited Duration Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

2% more capital invested

Capital invested by funds: $468M → $478M (+$9.19M)

0.34% more ownership

Funds ownership: 28.61%28.95% (+0.34%)

6% less funds holding

Funds holding: 131123 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
9
Increased
52
Reduced
37
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
$96.8M +$1.62M +115,684 +2%
UBS Group
2
UBS Group
Switzerland
$62.1M -$1.6M -114,476 -3%
RCM
3
Rivernorth Capital Management
Florida
$40.3M -$4.8M -343,096 -11%
SIA
4
Sit Investment Associates
Minnesota
$33.3M +$1.59M +113,753 +5%
RVPG
5
Relative Value Partners Group
$28.4M -$979K -69,968 -3%
Invesco
6
Invesco
Georgia
$21M +$658K +46,984 +3%
AWMS
7
Advocacy Wealth Management Services
Georgia
$17.2M +$6.18M +441,193 +56%
Bank of America
8
Bank of America
North Carolina
$13.1M -$307K -21,923 -2%
1CP
9
1607 Capital Partners
Virginia
$12.6M -$1.19M -85,354 -9%
CP
10
Camelot Portfolios
Ohio
$9.51M +$339K +24,212 +4%
Cohen & Steers
11
Cohen & Steers
New York
$8.13M +$226K +16,123 +3%
Ameriprise
12
Ameriprise
Minnesota
$8.08M +$1.3M +92,957 +19%
CPIG
13
Chicago Partners Investment Group
Illinois
$7.22M +$6.23M +444,867 +634%
VIA
14
Vident Investment Advisory
Georgia
$6.67M +$584K +41,724 +10%
Wells Fargo
15
Wells Fargo
California
$6.2M -$130K -9,312 -2%
PPA
16
Parametric Portfolio Associates
Washington
$5.63M -$3.86M -275,906 -41%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$5.61M +$319K +22,759 +6%
ECM
18
Evergreen Capital Management
Washington
$5.45M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.29M -$133K -9,533 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.28M +$160K +11,439 +4%
CBA
21
Coastal Bridge Advisors
Connecticut
$4.15M +$1.85M +132,339 +81%
ZA
22
Zazove Associates
Nevada
$3.84M
Citigroup
23
Citigroup
New York
$3.64M +$69.5K +4,965 +2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3.56M +$957K +68,336 +37%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.13M +$178K +12,712 +6%