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Eaton Vance Limited Duration Income Fund

155 hedge funds and large institutions have $577M invested in Eaton Vance Limited Duration Income Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 45

10% more capital invested

Capital invested by funds: $523M → $577M (+$54.1M)

2.71% more ownership

Funds ownership: 35.21%37.92% (+2.7%)

3% less funds holding

Funds holding: 159155 (-4)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
12
Increased
67
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.5M +$1.27M +100,303 +1%
SCM
2
Saba Capital Management
New York
$57.7M +$29.2M +2,307,084 +103%
SIA
3
Sit Investment Associates
Minnesota
$54.9M +$4.79M +377,741 +10%
UBS Group
4
UBS Group
Switzerland
$52.4M +$356K +28,117 +0.7%
RCM
5
Rivernorth Capital Management
Florida
$44.2M -$230K -18,125 -0.5%
Ameriprise
6
Ameriprise
Minnesota
$23.7M +$1.65M +130,265 +14%
RVPG
7
Relative Value Partners Group
$21.1M -$78.7K -6,209 -0.4%
Invesco
8
Invesco
Georgia
$20.3M +$2.35M +185,213 +13%
1CP
9
1607 Capital Partners
Virginia
$16M +$187K +14,730 +1%
Bank of America
10
Bank of America
North Carolina
$12.2M -$99.5K -7,852 -0.8%
Wells Fargo
11
Wells Fargo
California
$10.4M +$1.44M +114,000 +16%
CPIG
12
Chicago Partners Investment Group
Illinois
$10M +$874K +68,956 +9%
VIA
13
Vident Investment Advisory
Georgia
$8.3M +$284K +22,378 +4%
PPA
14
Parametric Portfolio Associates
Washington
$8.29M +$1.59M +125,729 +24%
CP
15
Camelot Portfolios
Ohio
$8.15M -$1.43K -113 -0%
AA
16
Apriem Advisors
California
$7.61M +$2.36M +186,265 +45%
Cohen & Steers
17
Cohen & Steers
New York
$6.36M +$53.8K +4,243 +0.9%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.61M -$105K -8,294 -2%
FFA
19
First Foundation Advisors
California
$4.38M +$1.42M +111,669 +48%
SFS
20
Shaker Financial Services
Virginia
$4.32M -$915K -72,205 -17%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.05M -$73.4K -5,788 -2%
ECM
22
Evergreen Capital Management
Washington
$3.76M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.76M +$166K +13,093 +5%
CWM
24
Cornerstone Wealth Management
Missouri
$3.72M +$468K +36,898 +240%
QPWM
25
Quadrant Private Wealth Management
Pennsylvania
$3.67M