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Eaton Vance Limited Duration Income Fund

145 hedge funds and large institutions have $575M invested in Eaton Vance Limited Duration Income Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

2.85% less ownership

Funds ownership: 42.03%39.18% (-2.9%)

6% less funds holding

Funds holding: 154145 (-9)

6% less capital invested

Capital invested by funds: $612M → $575M (-$36.5M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
54
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$111M +$828K +65,875 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$102M +$1.19M +94,604 +1%
RVPG
3
Relative Value Partners Group
$33.8M -$4.81M -382,853 -13%
PPA
4
Parametric Portfolio Associates
Washington
$30.5M +$4.4M +349,854 +17%
1CP
5
1607 Capital Partners
Virginia
$30.1M +$1.02M +81,157 +4%
RCM
6
Rivernorth Capital Management
Florida
$21.8M -$20.3M -1,611,132 -48%
Invesco
7
Invesco
Georgia
$20.7M +$983K +78,130 +5%
UBS Group
8
UBS Group
Switzerland
$19.4M -$822K -65,391 -4%
SCM
9
Saba Capital Management
New York
$19.2M -$28.8M -2,287,309 -60%
PCM
10
Penserra Capital Management
California
$13.7M +$1.92M +152,746 +16%
Cohen & Steers
11
Cohen & Steers
New York
$13.1M +$6.84M +543,775 +110%
GC
12
Guggenheim Capital
Illinois
$12M -$1.23M -97,496 -9%
CPIG
13
Chicago Partners Investment Group
Illinois
$11.6M +$241K +19,202 +2%
Bank of America
14
Bank of America
North Carolina
$9.28M -$810K -64,441 -8%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$8.99M -$26.3K -2,089 -0.3%
Wells Fargo
16
Wells Fargo
California
$8.47M +$614K +48,820 +8%
OHA
17
Oak Hill Advisors
New York
$5.98M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.82M -$3.23K -257 -0.1%
BI
19
Bramshill Investments
Florida
$5.71M -$121K -9,607 -2%
LPL Financial
20
LPL Financial
California
$5.5M +$552K +43,892 +11%
VCM
21
Vivaldi Capital Management
Illinois
$4.24M -$360K -28,590 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.03M +$1.25M +99,313 +45%
CP
23
Camelot Portfolios
Ohio
$3.72M +$341K +27,121 +10%
Ameriprise
24
Ameriprise
Minnesota
$3.25M -$97.3K -7,740 -3%
HWM
25
Howard Wealth Management
Connecticut
$3.01M +$437K +34,790 +17%