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EVV

Eaton Vance Limited Duration Income Fund

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 27.7%26.74% (-0.96%)

8% less funds holding

Funds holding: 167154 (-13)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

95% less capital invested

Capital invested by funds: $6.39B → $302M (-$6.09B)

Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
55
Reduced
51
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82M +$207K +20,627 +0.2%
SIA
2
Sit Investment Associates
Minnesota
$45.5M -$7.39M -735,619 -14%
Invesco
3
Invesco
Georgia
$15.1M -$2.8M -278,911 -15%
UBS Group
4
UBS Group
Switzerland
$10.8M -$1.19M -118,815 -10%
CPIG
5
Chicago Partners Investment Group
Illinois
$7.95M +$362K +36,017 +4%
CWP
6
Cyndeo Wealth Partners
Florida
$7.9M +$4.82M +479,987 +149%
AWA
7
Arete Wealth Advisors
Illinois
$6.43M +$40.2K +4,002 +0.6%
GC
8
Guggenheim Capital
Illinois
$6.23M -$1.14M -113,246 -15%
KIG
9
Kennedy Investment Group
New Jersey
$5.94M +$165K +16,445 +3%
CF
10
Centaurus Financial
California
$5.92M +$1.58M +157,745 +36%
CAN
11
Cetera Advisor Networks
California
$5.88M +$60.6K +6,039 +1%
Bank of America
12
Bank of America
North Carolina
$5.54M -$1.15M -114,908 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.7M +$290K +28,830 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.46M -$448K -44,599 -9%
LPL Financial
15
LPL Financial
California
$4.29M +$56.4K +5,619 +1%
OHA
16
Oak Hill Advisors
New York
$3.98M
Cohen & Steers
17
Cohen & Steers
New York
$3.7M
Ameriprise
18
Ameriprise
Minnesota
$3.59M +$1.26M +125,798 +52%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.53M +$182K +18,135 +5%
CS
20
Credit Suisse
Switzerland
$3.35M +$2.06M +205,000 +152%
RJA
21
Raymond James & Associates
Florida
$3.3M +$174K +17,351 +5%
Stifel Financial
22
Stifel Financial
Missouri
$3.15M -$14.3K -1,428 -0.4%
PCM
23
Penserra Capital Management
California
$2.94M +$1.12M +111,674 +60%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.8M -$100K -10,000 -3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.64M +$50.3K +5,004 +2%