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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$276K -$25.5K -2,800 -9%
AA
77
Apriem Advisors
California
$261K +$246 +27 +0.1%
Creative Planning
78
Creative Planning
Kansas
$259K -$136K -14,911 -36%
EWA
79
EP Wealth Advisors
California
$257K – – –
SWM
80
SeaCrest Wealth Management
New York
$248K -$16.6K -1,824 -7%
FAG
81
Fortitude Advisory Group
Washington
$247K +$24.3K +2,672 +12%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$244K -$44.1K -4,845 -16%
MC
83
Moors & Cabot
Massachusetts
$218K -$159K -17,450 -43%
PCM
84
Pointe Capital Management
Michigan
$216K -$8.26K -907 -4%
Corient Private Wealth
85
Corient Private Wealth
Florida
$200K -$7.97K -875 -4%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$197K +$187K +20,534 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$192K -$1.14M -125,070 -86%
Lido Advisors
88
Lido Advisors
California
$190K +$181K +19,837 New
VAM
89
Verity Asset Management
North Carolina
$189K +$180K +19,729 New
OBWG
90
Onyx Bridge Wealth Group
New York
$186K +$1.87K +205 +1%
FFA
91
First Foundation Advisors
California
$178K – – –
SIG
92
Stonegate Investment Group
Alabama
$178K – – –
EIP
93
Ellis Investment Partners
Pennsylvania
$176K +$1.48K +162 +0.9%
DCM
94
Dudley Capital Management
Virginia
$174K -$3.19K -350 -2%
RP
95
Riverbridge Partners
Minnesota
$167K +$1.07K +118 +0.7%
NS
96
NBC Securities
Alabama
$165K – – –
Nomura Holdings
97
Nomura Holdings
Japan
$164K +$156K +17,150 New
Jane Street
98
Jane Street
New York
$159K +$152K +16,634 New
US Bancorp
99
US Bancorp
Minnesota
$159K – – –
WA
100
Waverly Advisors
Alabama
$156K – – –
2 3
4
5 6

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.