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EVV

Eaton Vance Limited Duration Income Fund
EVV

154 hedge funds and large institutions have $311M invested in Eaton Vance Limited Duration Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

1.74% more ownership

Funds ownership: 27.93% → 29.66% (+1.7%)

2% more capital invested

Capital invested by funds: $304M → $311M (+$7.5M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 156 → 154 (-2)

Holders
154
Holders Change
-2
Holders Change %
-1.28%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
52
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$8.16M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.53M
3
AA
AQR Arbitrage
Connecticut
+$2.17M
4
COLIM
City of London Investment Management
United Kingdom
+$2.17M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.97M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.46M
2
CF
Centaurus Financial
California
-$1.33M
3
CA
CoreCap Advisors
Michigan
-$925K
4
AC
Almitas Capital
California
-$828K
5
Walleye Capital
Walleye Capital
New York
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.57M – – –
GC
27
Gilbert & Cook
Iowa
$2.12M – – –
COLIM
28
City of London Investment Management
United Kingdom
$2.11M +$2.17M +233,055 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.1M -$109K -11,775 -5%
EDRIA
30
Edmonds Duncan Registered Investment Advisors
Kansas
$2.09M +$79.8K +8,585 +4%
RCM
31
Rivernorth Capital Management
Florida
$2.08M +$321K +34,487 +18%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$1.8M -$3.27K -352 -0.2%
WAM
33
Wolverine Asset Management
Illinois
$1.55M +$253K +27,184 +19%
Truist Financial
34
Truist Financial
North Carolina
$1.49M -$71.3K -7,666 -4%
NAS
35
NWF Advisory Services
California
$1.48M -$49.3K -5,300 -3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.31M +$222K +23,835 +20%
ACP
37
Aviance Capital Partners
Florida
$1.22M -$199K -21,414 -14%
BRWA
38
B. Riley Wealth Advisors
Florida
$1.17M -$9.05K -973 -0.7%
AGM
39
Alpine Global Management
New York
$1.15M +$1.19M +127,500 New
CAN
40
Cetera Advisor Networks
California
$1.04M +$60.1K +6,468 +6%
CA
41
CoreCap Advisors
Michigan
$1.04M -$925K -99,510 -46%
CP
42
Camelot Portfolios
Ohio
$1.01M -$212K -22,843 -17%
CCFM
43
Clear Creek Financial Management
Washington
$981K -$22.4K -2,405 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$977K +$49.9K +5,362 +5%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$953K +$35.5K +3,822 +4%
MWM
46
Melfa Wealth Management
Massachusetts
$938K +$36.9K +3,972 +4%
NA
47
NewEdge Advisors
Louisiana
$842K +$5.77K +621 +0.7%
LCM
48
Landscape Capital Management
New Jersey
$840K -$489K -52,617 -36%
SAM
49
Selway Asset Management
$778K -$113K -12,150 -12%
MFG
50
Merit Financial Group
Georgia
$754K -$7.58K -815 -1%
1
2
3 4 5

EVV Hedge Fund Activity: Q3 2023 in Review

154 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2023, worth a combined $311M — up 2.5% from $304M a quarter earlier.

Fund positioning in EVV was balanced in Q3 2023: 16 funds opened new positions, 16 closed out, 52 added to existing stakes and 45 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $8.16M. The largest seller was UBS Group, cutting an estimated $1.46M.

  • 154 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2023, down from 156 in Q2 2023.
  • Funds reported $311M of Eaton Vance Limited Duration Income Fund stock for Q3 2023, up 2.5% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2023 and 16 closed out, a net change of 0 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2023 was Penserra Capital Management, an estimated $8.16M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q3 2023 was UBS Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2023.