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EVV

Eaton Vance Limited Duration Income Fund
EVV

166 hedge funds and large institutions have $359M invested in Eaton Vance Limited Duration Income Fund in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

15% more funds holding

Funds holding: 144 → 166 (+22)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

1.15% more ownership

Funds ownership: 30.42% → 31.57% (+1.2%)

3% less capital invested

Capital invested by funds: $371M → $359M (-$12.4M)

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
48
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.4M
2
Ameriprise
Ameriprise
Minnesota
+$2.68M
3
Creative Planning
Creative Planning
Kansas
+$2.61M
4
KWM
Kanen Wealth Management
Florida
+$2.34M
5
GC
Guggenheim Capital
Illinois
+$1.95M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.2M
2
Invesco
Invesco
Georgia
-$2.1M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.55M
4
NAS
NWF Advisory Services
California
-$1.23M
5
CWP
Cyndeo Wealth Partners
Florida
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
76
Conning Inc
Connecticut
$219K -$98.3K -9,624 -30%
SFS
77
Sowell Financial Services
Arkansas
$213K -$204K -19,930 -48%
SPIA
78
Steward Partners Investment Advisory
New York
$210K +$193K +18,885 +724%
PI
79
PFG Investments
New York
$207K -$30.3K -2,962 -12%
RP
80
Riverbridge Partners
Minnesota
$205K +$7.69K +753 +4%
Corient Private Wealth
81
Corient Private Wealth
Florida
$202K -$5.96K -583 -3%
HF
82
HRT Financial
New York
$196K +$205K +20,085 New
ATS
83
Ashton Thomas Securities
New York
$195K – – –
IWM
84
Iams Wealth Management
Nebraska
$195K – – –
Neuberger Berman Group
85
Neuberger Berman Group
New York
$195K +$204K +20,000 New
MML Investors Services
86
MML Investors Services
Massachusetts
$194K -$157K -15,404 -44%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$194K -$2.2M -215,324 -92%
Lido Advisors
88
Lido Advisors
California
$194K – – –
FFA
89
First Foundation Advisors
California
$182K – – –
Jane Street
90
Jane Street
New York
$181K +$190K +18,565 New
SIG
91
Stonegate Investment Group
Alabama
$181K – – –
Millennium Management
92
Millennium Management
New York
$181K -$459K -44,935 -71%
DCM
93
Dudley Capital Management
Virginia
$177K – – –
FCM
94
Fogel Capital Management
Florida
$176K +$184K +18,000 New
HighTower Advisors
95
HighTower Advisors
Illinois
$170K -$58.7K -5,743 -25%
SWM
96
SeaCrest Wealth Management
New York
$168K -$2.76K -270 -2%
PMG
97
ProVise Management Group
Florida
$167K +$18.4K +1,800 +12%
CFA
98
Cahill Financial Advisors
Minnesota
$161K -$89K -8,715 -35%
GSIAS
99
Garden State Investment Advisory Services
New Jersey
$157K -$9.44K -924 -5%
SCA
100
Sandy Cove Advisors
Massachusetts
$154K – – –
2 3
4
5 6

EVV Hedge Fund Activity: Q4 2024 in Review

166 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Limited Duration Income Fund (EVV) for Q4 2024, worth a combined $359M — down 3.3% from $371M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EVV positions and 13 closed out — a net gain of 25 holders — while 48 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.4M. The largest seller was Pathstone Holdings, cutting an estimated $2.2M.

  • 166 institutional investors held Eaton Vance Limited Duration Income Fund (EVV) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $359M of Eaton Vance Limited Duration Income Fund stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 38 funds opened new Eaton Vance Limited Duration Income Fund positions in Q4 2024 and 13 closed out, a net change of +25 holders.
  • The largest Eaton Vance Limited Duration Income Fund buyer in Q4 2024 was LPL Financial, an estimated $3.4M added.
  • The largest Eaton Vance Limited Duration Income Fund seller in Q4 2024 was Pathstone Holdings, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2024.