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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $333M invested in Eaton Vance Limited Duration Income Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0.1% more ownership

Funds ownership: 27.65%27.75% (+0.1%)

3% less funds holding

Funds holding: 155150 (-5)

11% less capital invested

Capital invested by funds: $375M → $333M (-$41.7M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
150
Holders Change
-5
Holders Change %
-3.23%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
52
Reduced
47
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
$89.2M +$154K +14,379 +0.2%
SIA
2
Sit Investment Associates
Minnesota
$52.1M -$5.86M -547,178 -10%
Invesco
3
Invesco
Georgia
$18M +$922K +86,164 +5%
GC
4
Guggenheim Capital
Illinois
$16.2M -$601K -56,145 -3%
UBS Group
5
UBS Group
Switzerland
$15.6M +$97.6K +9,118 +0.6%
CPIG
6
Chicago Partners Investment Group
Illinois
$9.55M -$152K -14,209 -2%
Bank of America
7
Bank of America
North Carolina
$8.15M -$1.92M -179,100 -19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.57M +$3.85M +359,217 +130%
BI
9
Bramshill Investments
Florida
$6.15M +$6.38M +595,558 New
CAN
10
Cetera Advisor Networks
California
$5.97M +$1.03M +96,645 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.06M +$56.3K +5,256 +1%
LPL Financial
12
LPL Financial
California
$4.52M +$316K +29,526 +7%
Cohen & Steers
13
Cohen & Steers
New York
$4.19M +$157K +14,646 +4%
OHA
14
Oak Hill Advisors
New York
$4.17M
PCM
15
Penserra Capital Management
California
$4M -$68.9K -6,436 -2%
Stifel Financial
16
Stifel Financial
Missouri
$3.35M -$690K -64,440 -17%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$3.33M +$105K +9,800 +3%
HWM
18
Howard Wealth Management
Connecticut
$3.23M -$113K -10,545 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.21M -$76.5K -7,147 -2%
RJA
20
Raymond James & Associates
Florida
$3.19M -$108K -10,109 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.19M +$410K +38,308 +14%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.17M +$313K +29,219 +11%
Ameriprise
23
Ameriprise
Minnesota
$3.15M +$113K +10,565 +4%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$2.88M
CF
25
Centaurus Financial
California
$2.79M +$1.84M +172,102 +175%