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EVV

Eaton Vance Limited Duration Income Fund

144 hedge funds and large institutions have $371M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% more capital invested

Capital invested by funds: $359M → $371M (+$12.5M)

0% more funds holding

Funds holding: 144144 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.26% less ownership

Funds ownership: 31.67%30.42% (-1.3%)

Holders
144
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
48
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$105M +$2.74M +272,748 +3%
SIA
2
Sit Investment Associates
Minnesota
$53.4M +$1.01M +100,746 +2%
Ameriprise
3
Ameriprise
Minnesota
$31.9M +$3.83M +380,891 +14%
Invesco
4
Invesco
Georgia
$16.3M -$325K -32,342 -2%
GC
5
Guggenheim Capital
Illinois
$11.8M +$1.8M +178,636 +19%
CPIG
6
Chicago Partners Investment Group
Illinois
$9.3M +$473K +47,087 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.11M +$2.62M +260,977 +43%
LPL Financial
8
LPL Financial
California
$8.81M -$4.31M -429,268 -34%
CIA
9
Capital Investment Advisors
Georgia
$8.73M +$516K +51,372 +7%
CWP
10
Cyndeo Wealth Partners
Florida
$8.16M
UBS Group
11
UBS Group
Switzerland
$7.29M -$193K -19,215 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.86M +$158K +15,719 +2%
KIG
13
Kennedy Investment Group
New Jersey
$6.53M +$3.35K +333 +0.1%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$5.76M -$3.1M -308,000 -36%
PCM
15
Penserra Capital Management
California
$4.92M -$8.06M -801,498 -63%
RJA
16
Raymond James & Associates
Florida
$4.63M -$63K -6,272 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.39M +$194K +19,267 +5%
OHA
18
Oak Hill Advisors
New York
$4.24M
Cohen & Steers
19
Cohen & Steers
New York
$3.95M
Stifel Financial
20
Stifel Financial
Missouri
$3.69M +$344K +34,207 +11%
Bank of America
21
Bank of America
North Carolina
$2.9M +$7.14K +710 +0.3%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.75M -$179K -17,840 -6%
EDRIA
23
Edmonds Duncan Registered Investment Advisors
Kansas
$2.7M +$212K +21,139 +9%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.58M -$291K -29,000 -11%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$2.47M +$2.18M +216,736 +1,187%