EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

154 hedge funds and large institutions have $302M invested in Eaton Vance Limited Duration Income Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.2M
2
Ameriprise
2
Ameriprise
Minnesota
$6.63M
3
Invesco
3
Invesco
Georgia
$17.1M
4
LPL Financial
4
LPL Financial
California
$6.52M
5
AA
5
AQR Arbitrage
Connecticut
$2.18M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.02M
2
CS
2
Credit Suisse
Switzerland
$725K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$61.5K
4
CFA
4
Compass Financial Advisors
Indiana
$0
5
HWM
5
Howard Wealth Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.2M 8,678,805 +355,650 +4%
SIA
2
Sit Investment Associates
Minnesota
$44.9M 4,793,017 +177,600 +4%
Invesco
3
Invesco
Georgia
$17.1M 1,826,492 +296,330 +19%
UBS Group
4
UBS Group
Switzerland
$9.48M 1,013,031 -86,833 -8%
CPIG
5
Chicago Partners Investment Group
Illinois
$7.9M 842,543 +1,475 +0.2%
CWP
6
Cyndeo Wealth Partners
Florida
$7.56M 807,941 +6,049 +0.8%
AWA
7
Arete Wealth Advisors
Illinois
$6.65M 710,733 +57,841 +9%
Ameriprise
8
Ameriprise
Minnesota
$6.63M 709,468 +343,935 +94%
LPL Financial
9
LPL Financial
California
$6.52M 696,736 +261,049 +60%
GC
10
Guggenheim Capital
Illinois
$5.94M 634,585 +2,071 +0.3%
KIG
11
Kennedy Investment Group
New Jersey
$5.79M 618,367 +15,172 +3%
CF
12
Centaurus Financial
California
$5.33M 569,758 -31,681 -5%
Bank of America
13
Bank of America
North Carolina
$4.49M 480,106 -82,756 -15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.45M 475,090 -2,534 -0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.01M 428,316 -24,471 -5%
OHA
16
Oak Hill Advisors
New York
$3.78M 403,604 – –
Cohen & Steers
17
Cohen & Steers
New York
$3.51M 375,463 – –
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.39M 362,289 +4,418 +1%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$3.28M 350,585 +157,802 +82%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.28M 349,872 +6,134 +2%
RJA
21
Raymond James & Associates
Florida
$3.27M 349,617 +14,149 +4%
Stifel Financial
22
Stifel Financial
Missouri
$2.99M 319,767 -157 -0%
PCM
23
Penserra Capital Management
California
$2.98M 318,804 +19,877 +7%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.66M 284,156 – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.29M 244,414 -23,959 -9%
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