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Eaton Vance Limited Duration Income Fund

150 hedge funds and large institutions have $372M invested in Eaton Vance Limited Duration Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

4% more capital invested

Capital invested by funds: $359M → $372M (+$12.9M)

0.48% more ownership

Funds ownership: 31.57%32.05% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 166150 (-16)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
150
Holders Change
-16
Holders Change %
-9.64%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
57
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$97.5M -$2.06M -203,998 -2%
SIA
2
Sit Investment Associates
Minnesota
$51.6M +$184K +18,141 +0.4%
Ameriprise
3
Ameriprise
Minnesota
$36M +$3.17M +313,532 +10%
GC
4
Guggenheim Capital
Illinois
$14.2M +$1.16M +114,347 +9%
Invesco
5
Invesco
Georgia
$13.8M +$435K +42,973 +3%
LPL Financial
6
LPL Financial
California
$13.1M +$1.47M +145,159 +12%
CPIG
7
Chicago Partners Investment Group
Illinois
$9.76M +$636K +62,872 +7%
CIA
8
Capital Investment Advisors
Georgia
$9.22M +$247K +24,424 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.14M +$342K +33,839 +4%
UBS Group
10
UBS Group
Switzerland
$6.97M +$399K +39,443 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$6.13M -$57.1K -5,644 -0.9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.96M +$217K +21,481 +4%
CWP
13
Cyndeo Wealth Partners
Florida
$5.7M -$1.04M -102,350 -15%
KIG
14
Kennedy Investment Group
New Jersey
$5.7M -$397K -39,203 -6%
PCM
15
Penserra Capital Management
California
$5.13M +$128K +12,604 +3%
CWA
16
Cura Wealth Advisors
Illinois
$4.55M -$1.65M -163,448 -26%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.19M -$187K -18,508 -4%
Stifel Financial
18
Stifel Financial
Missouri
$4.13M +$508K +50,162 +14%
OHA
19
Oak Hill Advisors
New York
$4.03M
Cohen & Steers
20
Cohen & Steers
New York
$3.75M
KWM
21
Kanen Wealth Management
Florida
$3.66M +$1.4M +137,994 +60%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.12M +$274K +27,053 +9%
Bank of America
23
Bank of America
North Carolina
$2.76M -$103K -10,187 -4%
Creative Planning
24
Creative Planning
Kansas
$2.75M -$20.3K -2,010 -0.7%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$2.57M -$1.4M -138,279 -35%