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EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.89% less ownership

Funds ownership: 32.57%31.67% (-0.89%)

3% less capital invested

Capital invested by funds: $369M → $359M (-$10M)

6% less funds holding

Funds holding: 153144 (-9)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
144
Holders Change
-9
Holders Change %
-5.88%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
57
Reduced
40
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
$94.9M +$3.06M +316,435 +3%
SIA
2
Sit Investment Associates
Minnesota
$48.5M -$973K -100,644 -2%
Ameriprise
3
Ameriprise
Minnesota
$25.8M +$4.04M +417,670 +19%
Invesco
4
Invesco
Georgia
$15.4M -$207K -21,421 -1%
PCM
5
Penserra Capital Management
California
$12.4M +$273K +28,215 +2%
LPL Financial
6
LPL Financial
California
$12.3M +$519K +53,748 +4%
GC
7
Guggenheim Capital
Illinois
$9.19M +$1.4M +144,630 +18%
CPIG
8
Chicago Partners Investment Group
Illinois
$8.48M +$129K +13,395 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$8.34M +$957K +99,033 +13%
CIA
10
Capital Investment Advisors
Georgia
$7.59M +$492K +50,955 +7%
CWP
11
Cyndeo Wealth Partners
Florida
$7.56M -$28.8K -2,979 -0.4%
UBS Group
12
UBS Group
Switzerland
$6.95M -$312K -32,261 -4%
AWA
13
Arete Wealth Advisors
Illinois
$6.49M -$245K -25,365 -4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.21M +$81.4K +8,424 +1%
KIG
15
Kennedy Investment Group
New Jersey
$6.05M -$123K -12,741 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.9M +$371K +38,400 +7%
RJA
17
Raymond James & Associates
Florida
$4.35M +$544K +56,301 +14%
OHA
18
Oak Hill Advisors
New York
$3.93M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.88M +$64.9K +6,721 +2%
Cohen & Steers
20
Cohen & Steers
New York
$3.66M
Stifel Financial
21
Stifel Financial
Missouri
$3.09M +$282K +29,157 +10%
SFS
22
Shaker Financial Services
Virginia
$2.73M -$547K -56,561 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.72M -$1.58M -163,241 -37%
Bank of America
24
Bank of America
North Carolina
$2.68M +$212K +21,984 +9%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$2.67M -$96.6K -10,000 -4%