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EVV

Eaton Vance Limited Duration Income Fund
EVV

146 hedge funds and large institutions have $447M invested in Eaton Vance Limited Duration Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 50

2% less funds holding

Funds holding: 149 → 146 (-3)

5.11% less ownership

Funds ownership: 34.29% → 29.18% (-5.1%)

15% less capital invested

Capital invested by funds: $528M → $447M (-$81.3M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
48
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$6.78M
2
Bank of America
Bank of America
North Carolina
+$1.16M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$1M
4
UBS Group
UBS Group
Switzerland
+$876K
5
CF
Centaurus Financial
California
+$848K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$19.3M
2
1CP
1607 Capital Partners
Virginia
-$14.2M
3
BI
Bramshill Investments
Florida
-$14.2M
4
RVPG
Relative Value Partners Group
-$10.2M
5
PCM
Penserra Capital Management
California
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$378K -$175K -13,189 -32%
HI
77
Harbour Investments
Wisconsin
$373K -$761K -57,338 -67%
PMG
78
ProVise Management Group
Florida
$370K -$13.3K -1,000 -3%
Millennium Management
79
Millennium Management
New York
$366K +$369K +27,804 New
FHA
80
Flagship Harbor Advisors
Massachusetts
$340K – – –
BTWM
81
Baker Tilly Wealth Management
Wisconsin
$337K – – –
PIA
82
Powell Investment Advisors
Florida
$328K +$7.35K +554 +2%
HF
83
HRT Financial
New York
$319K +$322K +24,235 New
Jane Street
84
Jane Street
New York
$316K +$30K +2,261 +10%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$297K – – –
WAM
86
WealthTrust Asset Management
Florida
$289K -$5.16K -389 -2%
EWM
87
Evercore Wealth Management
New York
$280K – – –
Baird Financial Group
88
Baird Financial Group
Wisconsin
$271K +$273K +20,598 New
EVM
89
Eaton Vance Management
Massachusetts
$268K +$16K +1,204 +6%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$263K +$132K +9,916 +99%
US Bancorp
91
US Bancorp
Minnesota
$248K – – –
BRWM
92
B. Riley Wealth Management
Tennessee
$230K +$6.65K +501 +3%
FWIA
93
Fort Washington Investment Advisors
Ohio
$217K – – –
SCA
94
STALEY CAPITAL ADVISERS
Pennsylvania
$217K +$491 +37 +0.2%
ASN
95
Advisory Services Network
Georgia
$211K +$110K +8,288 +107%
TJHA
96
Thomas J. Herzfeld Advisors
Florida
$210K -$4.2M -316,290 -95%
PHS
97
Pekin Hardy Strauss
Illinois
$210K -$948K -71,420 -82%
SI
98
Stephens Inc
Arkansas
$198K -$68.8K -5,180 -26%
MFW
99
Meristem Family Wealth
Minnesota
$190K – – –
GA
100
Greytown Advisors
Florida
$189K – – –
2 3
4
5 6

EVV Hedge Fund Activity: Q3 2021 in Review

146 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q3 2021, worth a combined $447M — down 15% from $528M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVV and 10 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 48 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.78M. The largest seller was Parametric Portfolio Associates, cutting an estimated $19.3M.

  • 146 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q3 2021, down from 149 in Q2 2021.
  • Funds reported $447M of Eaton Vance Limited Duration Income Fund stock for Q3 2021, down 15% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Limited Duration Income Fund positions in Q3 2021 and 12 closed out, a net change of -2 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q3 2021 was Citadel Advisors, an estimated $6.78M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q3 2021 was Parametric Portfolio Associates, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2021.