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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $493M invested in Eaton Vance Limited Duration Income Fund in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

22% more funds holding

Funds holding: 123150 (+27)

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

1.79% more ownership

Funds ownership: 28.95%30.74% (+1.8%)

3% more capital invested

Capital invested by funds: $478M → $493M (+$15.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
150
Holders Change
+27
Holders Change %
+21.95%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
36
Increased
47
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$95.2M +$1.03M +74,974 +1%
UBS Group
2
UBS Group
Switzerland
$55.6M -$4.83M -351,662 -8%
SIA
3
Sit Investment Associates
Minnesota
$47M +$14.7M +1,067,270 +45%
RCM
4
Rivernorth Capital Management
Florida
$46.7M +$7.62M +554,607 +19%
RVPG
5
Relative Value Partners Group
$27.5M -$137K -9,957 -0.5%
Invesco
6
Invesco
Georgia
$20.1M -$340K -24,736 -2%
1CP
7
1607 Capital Partners
Virginia
$12.9M +$680K +49,444 +6%
Bank of America
8
Bank of America
North Carolina
$12.4M -$364K -26,455 -3%
Ameriprise
9
Ameriprise
Minnesota
$9.66M +$1.82M +132,518 +23%
CP
10
Camelot Portfolios
Ohio
$9.1M -$145K -10,539 -2%
CPIG
11
Chicago Partners Investment Group
Illinois
$8.73M +$1.72M +124,939 +24%
Cohen & Steers
12
Cohen & Steers
New York
$8.26M +$343K +24,992 +4%
Wells Fargo
13
Wells Fargo
California
$7.57M +$1.56M +113,250 +26%
VIA
14
Vident Investment Advisory
Georgia
$7.25M +$767K +55,819 +12%
LCM
15
Laurion Capital Management
New York
$5.5M +$5.54M +402,813 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$5.47M +$9.14K +665 +0.2%
PPA
17
Parametric Portfolio Associates
Washington
$5.3M -$175K -12,769 -3%
ECM
18
Evergreen Capital Management
Washington
$4.86M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.51M -$640K -46,544 -12%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.08M -$94.2K -6,857 -2%
ZA
21
Zazove Associates
Nevada
$3.74M
SFS
22
Shaker Financial Services
Virginia
$3.64M +$2.4M +174,880 +190%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.54M +$72.5K +5,272 +2%
QPWM
24
Quadrant Private Wealth Management
Pennsylvania
$3.4M
CBA
25
Coastal Bridge Advisors
Connecticut
$3.36M -$332K -24,141 -8%