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EVV

Eaton Vance Limited Duration Income Fund

156 hedge funds and large institutions have $304M 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.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 154156 (+2)

1.18% more ownership

Funds ownership: 26.74%27.93% (+1.2%)

0% more capital invested

Capital invested by funds: $302M → $304M (+$1.51M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.2M +$3.31M +355,650 +4%
SIA
2
Sit Investment Associates
Minnesota
$44.9M +$1.65M +177,600 +4%
Invesco
3
Invesco
Georgia
$17.1M +$2.75M +296,330 +19%
UBS Group
4
UBS Group
Switzerland
$9.48M -$807K -86,833 -8%
CPIG
5
Chicago Partners Investment Group
Illinois
$7.9M +$13.7K +1,475 +0.2%
CWP
6
Cyndeo Wealth Partners
Florida
$7.56M +$56.2K +6,049 +0.8%
AWA
7
Arete Wealth Advisors
Illinois
$6.65M +$538K +57,841 +9%
Ameriprise
8
Ameriprise
Minnesota
$6.63M +$3.2M +343,935 +94%
LPL Financial
9
LPL Financial
California
$6.52M +$2.43M +261,049 +60%
GC
10
Guggenheim Capital
Illinois
$5.94M +$19.3K +2,071 +0.3%
KIG
11
Kennedy Investment Group
New Jersey
$5.79M +$141K +15,172 +3%
CF
12
Centaurus Financial
California
$5.33M -$294K -31,681 -5%
Bank of America
13
Bank of America
North Carolina
$4.49M -$769K -82,756 -15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.45M -$23.6K -2,534 -0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.01M -$227K -24,471 -5%
OHA
16
Oak Hill Advisors
New York
$3.78M
Cohen & Steers
17
Cohen & Steers
New York
$3.51M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.39M +$41.1K +4,418 +1%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$3.28M +$1.47M +157,802 +82%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.27M +$57K +6,134 +2%
RJA
21
Raymond James & Associates
Florida
$3.27M +$132K +14,149 +4%
Stifel Financial
22
Stifel Financial
Missouri
$2.99M -$1.46K -157 -0%
PCM
23
Penserra Capital Management
California
$2.98M +$185K +19,877 +7%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.66M
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.29M -$223K -23,959 -9%