We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

159 hedge funds and large institutions have $523M invested in Eaton Vance Limited Duration Income Fund in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 148159 (+11)

2.64% more ownership

Funds ownership: 32.58%35.21% (+2.6%)

4% more capital invested

Capital invested by funds: $501M → $523M (+$22.3M)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
28
Increased
45
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$88.5M -$483K -37,606 -0.5%
UBS Group
2
UBS Group
Switzerland
$51.6M -$450K -35,085 -0.8%
SIA
3
Sit Investment Associates
Minnesota
$49.7M +$2.16M +168,639 +4%
RCM
4
Rivernorth Capital Management
Florida
$44.1M +$1.71M +133,621 +4%
SCM
5
Saba Capital Management
New York
$28.2M +$12M +931,863 +71%
RVPG
6
Relative Value Partners Group
$22M -$3.24M -252,550 -13%
Invesco
7
Invesco
Georgia
$17.8M -$552K -42,996 -3%
1CP
8
1607 Capital Partners
Virginia
$15.7M +$3.58M +278,800 +29%
Bank of America
9
Bank of America
North Carolina
$12.2M -$868K -67,627 -7%
Ameriprise
10
Ameriprise
Minnesota
$11.8M +$1.1M +85,549 +10%
CPIG
11
Chicago Partners Investment Group
Illinois
$9.44M +$422K +32,881 +5%
Wells Fargo
12
Wells Fargo
California
$8.88M +$1.28M +99,615 +16%
CP
13
Camelot Portfolios
Ohio
$8.09M -$298K -23,193 -3%
VIA
14
Vident Investment Advisory
Georgia
$7.95M +$231K +17,976 +3%
PPA
15
Parametric Portfolio Associates
Washington
$6.64M +$645K +50,299 +11%
Cohen & Steers
16
Cohen & Steers
New York
$6.26M -$478K -37,257 -7%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$5.67M -$12.6K -985 -0.2%
AA
18
Apriem Advisors
California
$5.21M +$1.16M +90,247 +28%
SFS
19
Shaker Financial Services
Virginia
$5.19M +$688K +53,638 +15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.09M -$12.4K -969 -0.3%
ECM
21
Evergreen Capital Management
Washington
$3.82M
LPL Financial
22
LPL Financial
California
$3.66M -$205K -15,940 -5%
QPWM
23
Quadrant Private Wealth Management
Pennsylvania
$3.59M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.56M -$145K -11,339 -4%
ZA
25
Zazove Associates
Nevada
$3.45M