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Eaton Vance Limited Duration Income Fund

166 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 144166 (+22)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

1.15% more ownership

Funds ownership: 30.42%31.57% (+1.2%)

3% less capital invested

Capital invested by funds: $371M → $359M (-$12.4M)

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
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
$97.4M -$434K -42,499 -0.4%
SIA
2
Sit Investment Associates
Minnesota
$50.3M +$634K +62,064 +1%
Ameriprise
3
Ameriprise
Minnesota
$32.2M +$2.68M +262,383 +9%
Invesco
4
Invesco
Georgia
$13.1M -$2.1M -205,147 -13%
GC
5
Guggenheim Capital
Illinois
$12.8M +$1.95M +190,828 +17%
LPL Financial
6
LPL Financial
California
$11.4M +$3.4M +332,582 +40%
CPIG
7
Chicago Partners Investment Group
Illinois
$9.28M +$177K +17,303 +2%
CIA
8
Capital Investment Advisors
Georgia
$8.79M +$705K +68,990 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.62M +$158K +15,425 +2%
CWP
10
Cyndeo Wealth Partners
Florida
$6.58M -$1.05M -102,794 -13%
UBS Group
11
UBS Group
Switzerland
$6.44M -$358K -35,066 -5%
CWA
12
Cura Wealth Advisors
Illinois
$6.05M +$6.33M +619,457 New
Raymond James Financial
13
Raymond James Financial
Florida
$6.05M +$6.33M +619,403 New
KIG
14
Kennedy Investment Group
New Jersey
$5.96M -$122K -11,911 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.63M -$786K -76,991 -12%
PCM
16
Penserra Capital Management
California
$4.9M +$345K +33,813 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.28M +$210K +20,529 +5%
OHA
18
Oak Hill Advisors
New York
$3.94M
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$3.87M -$1.55M -152,186 -28%
Cohen & Steers
20
Cohen & Steers
New York
$3.67M
Stifel Financial
21
Stifel Financial
Missouri
$3.55M +$121K +11,877 +3%
Bank of America
22
Bank of America
North Carolina
$2.8M +$112K +10,961 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.79M +$247K +24,173 +9%
Creative Planning
24
Creative Planning
Kansas
$2.72M +$2.61M +255,211 +1,121%
KWM
25
Kanen Wealth Management
Florida
$2.24M +$2.34M +229,225 New