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EVV

Eaton Vance Limited Duration Income Fund

155 hedge funds and large institutions have $375M invested in Eaton Vance Limited Duration Income Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 28.31%27.65% (-0.66%)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 159155 (-4)

13% less capital invested

Capital invested by funds: $429M → $375M (-$54.5M)

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
49
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$101M +$6.64M +550,228 +7%
SIA
2
Sit Investment Associates
Minnesota
$65.5M -$6.9M -571,973 -9%
Invesco
3
Invesco
Georgia
$19.4M -$91.7K -7,595 -0.5%
GC
4
Guggenheim Capital
Illinois
$19M +$9.32M +772,573 +91%
UBS Group
5
UBS Group
Switzerland
$17.5M -$697K -57,728 -4%
Bank of America
6
Bank of America
North Carolina
$11.3M +$563K +46,660 +5%
CPIG
7
Chicago Partners Investment Group
Illinois
$9.13M -$324K -26,853 -3%
AWA
8
Arete Wealth Advisors
Illinois
$5.89M +$4.43M +366,812 +269%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.75M +$70.4K +5,831 +1%
CAN
10
Cetera Advisor Networks
California
$5.63M +$150K +12,449 +3%
LPL Financial
11
LPL Financial
California
$4.78M +$533K +44,197 +12%
OHA
12
Oak Hill Advisors
New York
$4.72M -$396K -32,811 -8%
PCM
13
Penserra Capital Management
California
$4.6M -$7.07M -585,774 -60%
Cohen & Steers
14
Cohen & Steers
New York
$4.58M -$8.38M -694,097 -64%
Stifel Financial
15
Stifel Financial
Missouri
$4.54M +$1.7M +140,796 +57%
HWM
16
Howard Wealth Management
Connecticut
$3.79M +$356K +29,515 +10%
RJA
17
Raymond James & Associates
Florida
$3.73M +$101K +8,362 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.72M +$207K +17,114 +6%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$3.65M +$76K +6,300 +2%
GC
20
Gilbert & Cook
Iowa
$3.55M
Ameriprise
21
Ameriprise
Minnesota
$3.45M -$64.4K -5,337 -2%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$3.26M -$832K -68,971 -20%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.25M +$800K +66,314 +31%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.24M -$149K -12,376 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.16M +$338K +28,020 +12%