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EVV

Eaton Vance Limited Duration Income Fund

141 hedge funds and large institutions have $393M invested in Eaton Vance Limited Duration Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $390M → $393M (+$2.96M)

0.59% more ownership

Funds ownership: 32.71%33.3% (+0.59%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 146141 (-5)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
54
Reduced
37
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
$102M +$1.58M +155,232 +2%
SIA
2
Sit Investment Associates
Minnesota
$65.1M +$4.63M +454,214 +8%
Ameriprise
3
Ameriprise
Minnesota
$41.7M +$1.06M +104,093 +3%
GC
4
Guggenheim Capital
Illinois
$17.6M +$1.39M +136,200 +9%
LPL Financial
5
LPL Financial
California
$17.2M +$6.23M +611,275 +57%
Invesco
6
Invesco
Georgia
$15M +$923K +90,501 +7%
CPIG
7
Chicago Partners Investment Group
Illinois
$10.5M +$67.1K +6,580 +0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.49M +$180K +17,697 +2%
CIA
9
Capital Investment Advisors
Georgia
$8.24M -$720K -70,572 -8%
UBS Group
10
UBS Group
Switzerland
$7.78M +$829K +81,259 +12%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$7.25M +$883K +86,558 +14%
Raymond James Financial
12
Raymond James Financial
Florida
$5.43M -$483K -47,377 -8%
CWP
13
Cyndeo Wealth Partners
Florida
$4.49M -$104K -10,151 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.49M +$4.08M +400,365 +963%
KWM
15
Kanen Wealth Management
Florida
$4.09M -$1.58K -155 -0%
OHA
16
Oak Hill Advisors
New York
$3.96M
Osaic Holdings
17
Osaic Holdings
Arizona
$3.92M +$495K +48,497 +15%
Cohen & Steers
18
Cohen & Steers
New York
$3.81M
Wells Fargo
19
Wells Fargo
California
$3.24M +$607K +59,523 +23%
Bank of America
20
Bank of America
North Carolina
$3.06M +$105K +10,330 +4%
Stifel Financial
21
Stifel Financial
Missouri
$2.91M -$1.39M -136,164 -32%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.84M -$883K -86,616 -24%
Creative Planning
23
Creative Planning
Kansas
$2.61M -$181K -17,709 -6%
NA
24
NewEdge Advisors
Louisiana
$2.5M +$1.42M +139,521 +130%
SFS
25
Shaker Financial Services
Virginia
$2.46M +$340K +33,310 +16%