We are live on ! Find out more
EVV

Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $518M invested in Eaton Vance Limited Duration Income Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

1% less funds holding

Funds holding: 143141 (-2)

1.57% less ownership

Funds ownership: 44.5%42.94% (-1.6%)

24% less capital invested

Capital invested by funds: $684M → $518M (-$166M)

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
23
Increased
43
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.5M +$7.62M +615,176 +9%
SCM
2
Saba Capital Management
New York
$66.3M -$3.78M -305,228 -5%
SIA
3
Sit Investment Associates
Minnesota
$59.7M -$7.15M -577,646 -9%
RCM
4
Rivernorth Capital Management
Florida
$39.4M -$15M -1,208,808 -24%
RVPG
5
Relative Value Partners Group
$35.3M +$1.54M +123,959 +4%
1CP
6
1607 Capital Partners
Virginia
$24.8M -$3.01M -243,090 -9%
PPA
7
Parametric Portfolio Associates
Washington
$22.3M +$5.88M +474,937 +29%
UBS Group
8
UBS Group
Switzerland
$19.1M -$22.9M -1,846,507 -50%
Invesco
9
Invesco
Georgia
$18.5M -$276K -22,326 -1%
CPIG
10
Chicago Partners Investment Group
Illinois
$10.5M -$1.85M -149,696 -13%
PCM
11
Penserra Capital Management
California
$8.41M -$170K -13,731 -2%
Wells Fargo
12
Wells Fargo
California
$8.29M +$2.25M +181,782 +30%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$7.61M +$387K +31,265 +5%
Bank of America
14
Bank of America
North Carolina
$6.58M +$139K +11,224 +2%
GC
15
Guggenheim Capital
Illinois
$6M +$3.37M +271,971 +92%
AA
16
Apriem Advisors
California
$5.95M -$572K -46,183 -8%
Cohen & Steers
17
Cohen & Steers
New York
$5.52M -$1.18M -95,149 -15%
OHA
18
Oak Hill Advisors
New York
$5.28M +$6.18M +499,058 New
CP
19
Camelot Portfolios
Ohio
$5.12M -$619K -49,977 -9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.62M +$446K +35,985 +9%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$4.39M
VCM
22
Vivaldi Capital Management
Illinois
$4.21M +$2.35M +189,731 +91%
LPL Financial
23
LPL Financial
California
$4.12M +$523K +42,268 +12%
CA
24
Cetera Advisors
Colorado
$3.3M -$361K -29,109 -9%
FFA
25
First Foundation Advisors
California
$2.84M +$144K +11,609 +5%