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EVV

Eaton Vance Limited Duration Income Fund
EVV

165 hedge funds and large institutions have $438M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more capital invested

Capital invested by funds: $311M → $438M (+$126M)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

9.64% more ownership

Funds ownership: 29.66% → 39.3% (+9.6%)

7% more funds holding

Funds holding: 154 → 165 (+11)

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
61
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$88.1M
2
RVPG
Relative Value Partners Group
+$6.3M
3
Ameriprise
Ameriprise
Minnesota
+$4.47M
4
SIA
Sit Investment Associates
Minnesota
+$4.07M
5
1CP
1607 Capital Partners
Virginia
+$2.47M

Top Sellers

1
CF
Centaurus Financial
California
-$3.05M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.86M
3
RCM
Rivernorth Capital Management
Florida
-$1.66M
4
WAM
Wolverine Asset Management
Illinois
-$1.55M
5
Truist Financial
Truist Financial
North Carolina
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
26
City of London Investment Management
United Kingdom
$3.03M +$758K +83,206 +36%
LCM
27
Landscape Capital Management
New Jersey
$2.9M +$1.91M +209,367 +225%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.72M – – –
1CP
29
1607 Capital Partners
Virginia
$2.6M +$2.47M +271,000 New
GC
30
Gilbert & Cook
Iowa
$2.24M – – –
EDRIA
31
Edmonds Duncan Registered Investment Advisors
Kansas
$2.22M +$9.66K +1,060 +0.5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.06M -$157K -17,259 -7%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$1.91M – – –
NAS
34
NWF Advisory Services
California
$1.51M -$49.2K -5,400 -3%
BRWA
35
B. Riley Wealth Advisors
Florida
$1.39M +$146K +16,053 +12%
CP
36
Camelot Portfolios
Ohio
$1.38M +$290K +31,829 +28%
AGM
37
Alpine Global Management
New York
$1.25M +$22.8K +2,500 +2%
CA
38
Cetera Advisors
Colorado
$1.19M +$372K +40,811 +49%
ACP
39
Aviance Capital Partners
Florida
$1.16M -$120K -13,165 -10%
CA
40
CoreCap Advisors
Michigan
$1.12M +$16.1K +1,770 +2%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$1.07M +$60.9K +6,681 +6%
CAN
42
Cetera Advisor Networks
California
$1.07M -$39.5K -4,333 -4%
CCFM
43
Clear Creek Financial Management
Washington
$1.05M +$14.8K +1,624 +1%
NA
44
NewEdge Advisors
Louisiana
$984K +$84.2K +9,245 +10%
MWM
45
Melfa Wealth Management
Massachusetts
$916K -$67.7K -7,434 -7%
CF
46
Centaurus Financial
California
$875K -$3.05M -334,921 -79%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$874K +$250K +27,407 +43%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$849K -$177K -19,452 -18%
WS
49
Wedbush Securities
California
$784K +$44.1K +4,846 +6%
CFA
50
Cahill Financial Advisors
Minnesota
$718K -$11.3K -1,239 -2%
1
2
3 4 5

EVV Hedge Fund Activity: Q4 2023 in Review

165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2023, worth a combined $438M — up 41% from $311M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVV positions and 12 closed out — a net gain of 14 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $88.1M. The largest seller was Centaurus Financial, cutting an estimated $3.05M.

  • 165 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2023, up from 154 in Q3 2023.
  • Funds reported $438M of Eaton Vance Limited Duration Income Fund stock for Q4 2023, up 41% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2023 and 12 closed out, a net change of +14 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $88.1M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2023 was Centaurus Financial, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2023.