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EVV

Eaton Vance Limited Duration Income Fund

167 hedge funds and large institutions have $6.39B invested in Eaton Vance Limited Duration Income Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,074% more capital invested

Capital invested by funds: $294M → $6.39B (+$6.1B)

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

12% more funds holding

Funds holding: 149167 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.3% more ownership

Funds ownership: 27.4%27.7% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
167
Holders Change
+18
Holders Change %
+12.08%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
51
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$6.09B -$159K -16,417 -2%
Morgan Stanley
2
Morgan Stanley
New York
$78M -$3.28M -339,539 -4%
SIA
3
Sit Investment Associates
Minnesota
$50.2M -$465K -48,082 -0.9%
Invesco
4
Invesco
Georgia
$17M +$405K +41,949 +2%
UBS Group
5
UBS Group
Switzerland
$11.4M +$31.4K +3,253 +0.3%
CPIG
6
Chicago Partners Investment Group
Illinois
$8.46M -$498K -51,530 -6%
GC
7
Guggenheim Capital
Illinois
$7M -$7.29M -755,057 -50%
Bank of America
8
Bank of America
North Carolina
$6.36M +$296K +30,640 +5%
CAN
9
Cetera Advisor Networks
California
$5.55M -$154K -15,989 -3%
KIG
10
Kennedy Investment Group
New Jersey
$5.51M +$5.67M +586,750 New
Osaic Holdings
11
Osaic Holdings
Arizona
$4.67M -$72.2K -7,475 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.21M +$730K +75,542 +20%
CF
13
Centaurus Financial
California
$4.17M +$548K +56,672 +15%
LPL Financial
14
LPL Financial
California
$4.04M -$170K -17,592 -4%
OHA
15
Oak Hill Advisors
New York
$3.79M
Cohen & Steers
16
Cohen & Steers
New York
$3.53M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.19M +$494K +51,113 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.1M +$41.7K +4,312 +1%
CWP
19
Cyndeo Wealth Partners
Florida
$3.02M +$3.11M +321,905 New
Stifel Financial
20
Stifel Financial
Missouri
$3.02M -$1.97K -204 -0.1%
RJA
21
Raymond James & Associates
Florida
$2.99M +$55.1K +5,705 +2%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.76M
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.51M +$65.3K +6,755 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.47M -$4.9M -507,299 -66%
Ameriprise
25
Ameriprise
Minnesota
$2.25M -$567K -58,706 -20%