Eaton Vance Limited Duration Income Fund
153 hedge funds and large institutions have $369M invested in Eaton Vance Limited Duration Income Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 21 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 48
6.74% less ownership
Funds ownership: 39.3% → 32.57% (-6.7%)
7% less funds holding
Funds holding: 165 → 153 (-12)
16% less capital invested
Capital invested by funds: $438M → $369M (-$68.9M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.21M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$6.79M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$3.65M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.31M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$87.5M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.38M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$2.35M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.26M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.1M |
EVV Hedge Fund Activity: Q1 2024 in Review
153 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q1 2024, worth a combined $369M — down 16% from $438M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of EVV and 13 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 55 added.
The largest buyer was Ameriprise, adding an estimated $8.21M. The largest seller was Morgan Stanley, cutting an estimated $87.5M.
- 153 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q1 2024, down from 165 in Q4 2023.
- Funds reported $369M of Eaton Vance Limited Duration Income Fund stock for Q1 2024, down 16% quarter-over-quarter.
- 13 funds opened new Eaton Vance Limited Duration Income Fund positions in Q1 2024 and 21 closed out, a net change of -8 holders.
- The largest Eaton Vance Limited Duration Income Fund buyer in Q1 2024 was Ameriprise, an estimated $8.21M added.
- The largest Eaton Vance Limited Duration Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $87.5M sold.
Based on aggregated 13F filings for Q1 2024.